Q1 2026 · 13F-HR
Webs Creek Capital Management LPholdings as filed
Filed 2026-05-15 · accession 0001825309-26-000005
$577.5M
Reported value
14
Positions
2026-03-31
Period end
The Brief · Webs Creek Capital Management LP · Q1 2026
AI · grounded in 13F
Webs Creek Capital Management LP established a new position in PTEN worth $47.4M. The fund also opened new stakes in SM for $40.1M and NRG for $26.1M. These additions coincided with the complete exit of positions in FTI, LBRT, and KGS. Additionally, the fund reduced its holdings in MTZ by 49.7% and AR by 39.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G48833118 | WFRD | WEATHERFORD INTL PLC | $53.5M | 9.27% | 566,009 | Common | SOLE |
| 71424F105 | PR | PERMIAN RESOURCES CORP | $52.6M | 9.11% | 2,466,941 | Common | SOLE |
| 87484T108 | TALO | TALOS ENERGY INC | $47.8M | 8.28% | 3,032,692 | Common | SOLE |
| 703481101 | PTEN | PATTERSON-UTI ENERGY INC | $47.4M | 8.21% | 4,379,658 | Common | SOLE |
| 69047Q102 | OVV | OVINTIV INC | $46.0M | 7.97% | 775,200 | Common | SOLE |
| 127203107 | WHD | CACTUS INC | $45.4M | 7.87% | 959,218 | Common | SOLE |
| 07317Q105 | BTE | BAYTEX ENERGY CORP | $41.3M | 7.16% | 9,245,458 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL LTD | $40.8M | 7.07% | 896,939 | Common | SOLE |
| 78454L100 | SM | SM ENERGY COMPANY | $40.1M | 6.94% | 1,285,300 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $39.4M | 6.83% | 2,578,390 | Common | SOLE |
| 03674X106 | AR | ANTERO RESOURCES CORP | $38.5M | 6.66% | 906,328 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $32.7M | 5.66% | 101,590 | Common | SOLE |
| 629377508 | NRG | NRG ENERGY INC | $26.1M | 4.52% | 178,722 | Common | SOLE |
| N3144W105 | XPRO | EXPRO GROUP HOLDINGS NV | $25.8M | 4.46% | 1,480,974 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.