Webs Creek Capital Management LP — 13F Holdings & Portfolio
CIK 1825309 · latest 13F-HR filed 2026-05-15
Webs Creek Capital Management LP manages $577.5M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WFRD (9.27%), PR (9.11%), TALO (8.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 10, added to 7, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$577.5M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −10 / ↑7 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PERMIAN RESOURCES CORP$12.7M +31.8%
- TALOS ENERGY INC$11.4M +31.3%
- SEADRILL LTD$10.5M +34.8%
- BAYTEX ENERGY CORP$8.6M +26.5%
- SELECT WATER SOLUTIONS INC$6.4M +19.5%
Top Trims
- ANTERO RESOURCES CORP-$13.4M -25.8%
- CACTUS INC-$12.3M -21.3%
- MASTEC INC-$11.2M -25.5%
- OVINTIV INC-$5.1M -9.9%
New Positions
- PATTERSON-UTI ENERGY INC$47.4M
- SM ENERGY COMPANY$40.1M
- NRG ENERGY INC$26.1M
Exited Positions
- TECHNIPFMC PLC$32.9M
- LIBERTY ENERGY INC$28.0M
- KODIAK GAS SVCS INC$21.5M
- VIPER ENERGY INC$10.5M
- INFINITY NAT RES INC$4.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WEATHERFORD INTL PLC | WFRD | G48833118 | $53.5M | 9.27% | 566,009 | SH |
| 2 | PERMIAN RESOURCES CORP | PR | 71424F105 | $52.6M | 9.11% | 2,466,941 | SH |
| 3 | TALOS ENERGY INC | TALO | 87484T108 | $47.8M | 8.28% | 3,032,692 | SH |
| 4 | PATTERSON-UTI ENERGY INC | PTEN | 703481101 | $47.4M | 8.21% | 4,379,658 | SH |
| 5 | OVINTIV INC | OVV | 69047Q102 | $46.0M | 7.97% | 775,200 | SH |
| 6 | CACTUS INC | WHD | 127203107 | $45.4M | 7.87% | 959,218 | SH |
| 7 | BAYTEX ENERGY CORP | BTE | 07317Q105 | $41.3M | 7.16% | 9,245,458 | SH |
| 8 | SEADRILL LTD | SDRL | G7997W102 | $40.8M | 7.07% | 896,939 | SH |
| 9 | SM ENERGY COMPANY | SM | 78454L100 | $40.1M | 6.94% | 1,285,300 | SH |
| 10 | SELECT WATER SOLUTIONS INC | WTTR | 81617J301 | $39.4M | 6.83% | 2,578,390 | SH |
| 11 | ANTERO RESOURCES CORP | AR | 03674X106 | $38.5M | 6.66% | 906,328 | SH |
| 12 | MASTEC INC | MTZ | 576323109 | $32.7M | 5.66% | 101,590 | SH |
| 13 | NRG ENERGY INC | NRG | 629377508 | $26.1M | 4.52% | 178,722 | SH |
| 14 | EXPRO GROUP HOLDINGS NV | XPRO | N3144W105 | $25.8M | 4.46% | 1,480,974 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $577.5M | 14 | 0001825309-26-000005 |
| 2025-12-31 | 2026-02-17 | $558.7M | 21 | 0001825309-26-000003 |
| 2025-09-30 | 2025-11-14 | $479.6M | 18 | 0001825309-25-000010 |