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Webs Creek Capital Management Lp Top Holdings and 13F Report (2026)

About Webs Creek Capital Management Lp

Investment Activity

  • Webs Creek Capital Management Lp has $527.97 million in total holdings as of June 30, 2026.
  • Webs Creek Capital Management Lp owns shares of 13 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 26.16% of the portfolio was purchased this quarter.
  • About 28.52% of the portfolio was sold this quarter.
  • This quarter, Webs Creek Capital Management Lp has purchased 14 new stocks and bought additional shares in 7 stocks.
  • Webs Creek Capital Management Lp sold shares of 5 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

SM Energy
$53,257,807
Baytex Energy
$51,086,024
Seadrill
$49,368,299
Antero Resources
$46,963,240

Largest New Holdings this Quarter

642045108 - ATLAS ENERGY SOLUTIONS INC
$34,963,053 Holding

Largest Purchases this Quarter

ATLAS ENERGY SOLUTIONS INC
2,104,940 shares (about $34.96M)
Expro Group
1,345,463 shares (about $19.87M)
SM Energy
755,229 shares (about $19.71M)
Seadrill
408,410 shares (about $15.45M)
Antero Resources
430,133 shares (about $15.11M)

Largest Sales this Quarter

Weatherford International
199,080 shares (about $16.23M)
MasTec
31,510 shares (about $13.11M)
Talos Energy
938,240 shares (about $12.11M)
Select Water Solutions
562,421 shares (about $11.24M)
PERMIAN RESOURCES CORP
349,008 shares (about $6.43M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWebs Creek Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Patterson-UTI Energy, Inc. stock logo
PTEN
Patterson-UTI Energy
$53,729,934$13,524,674 â–²33.6%5,852,93410.2%Energy
SM Energy Company stock logo
SM
SM Energy
$53,257,807$19,711,477 â–²58.8%2,040,52910.1%Energy
Baytex Energy Corp stock logo
BTE
Baytex Energy
$51,086,024$14,104,192 â–²38.1%12,771,5069.7%Energy
Seadrill Limited stock logo
SDRL
Seadrill
$49,368,299$15,446,066 â–²45.5%1,305,3499.4%Energy
Antero Resources Corporation stock logo
AR
Antero Resources
$46,963,240$15,114,874 â–²47.5%1,336,4618.9%Energy
Expro Group Holdings N.V. stock logo
XPRO
Expro Group
$41,746,474$19,872,488 â–²90.8%2,826,4377.9%Energy
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$40,279,061$11,237,172 â–¼-21.8%2,015,9697.6%Energy
PERMIAN RESOURCES CORP
$38,991,147$6,425,237 â–¼-14.1%2,117,9337.4%CLASS A COM
ATLAS ENERGY SOLUTIONS INC
$34,963,053$34,963,053 â–²New Holding2,104,9406.6%COM NEW
NRG Energy, Inc. stock logo
NRG
NRG Energy
$31,478,559$5,374,424 â–²20.6%215,5186.0%Utilities
Weatherford International PLC stock logo
WFRD
Weatherford International
$29,904,714$16,225,020 â–¼-35.2%366,9295.7%Energy
MasTec, Inc. stock logo
MTZ
MasTec
$29,157,485$13,110,051 â–¼-31.0%70,0805.5%Industrials
Talos Energy Inc. stock logo
TALO
Talos Energy
$27,039,375$12,112,678 â–¼-30.9%2,094,4525.1%Energy
Ovintiv Inc. stock logo
OVV
Ovintiv
$0$46,015,872 â–¼-100.0%00.0%Energy
Cactus, Inc. stock logo
WHD
Cactus
$0$45,438,157 â–¼-100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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