Webs Creek Capital Management LP

DALLAS, TX · CIK 1825309 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited partnership

As an employer

$528.0m reported value -8.6% vs Q1 2026

13positions

83.7%in top 10

1 new 7 added 5 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PATTERSON-UTI ENERGY INC COM PTEN	PTEN	5,852,934	$53.7m10.18%	10.18%	Added +1.5m	+1,473,276 33.6%
2	SM ENERGY CO COM SM	SM	2,040,529	$53.3m10.09%	10.09%	Added +755.2k	+755,229 58.8%
3	BAYTEX ENERGY CORP COM BTE	BTE	12,771,506	$51.1m9.68%	9.68%	Added +3.5m	+3,526,048 38.1%
4	SEADRILL LTD COM SDRL	SDRL	1,305,349	$49.4m9.35%	9.35%	Added +408.4k	+408,410 45.5%
5	ANTERO RESOURCES CORP COM AR	AR	1,336,461	$47.0m8.90%	8.90%	Added +430.1k	+430,133 47.5%
6	EXPRO GROUP HOLDINGS NV COM 96779EUR	96779EUR	2,826,437	$41.7m7.91%	7.91%	Added +1.3m	+1,345,463 90.8%
7	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	2,015,969	$40.3m7.63%	7.63%	Reduced -562.4k	-562,421 -21.8%
8	PERMIAN RESOURCES CORP CLASS A COM PR	PR	2,117,933	$39.0m7.39%	7.39%	Reduced -349.0k	-349,008 -14.2%
9	ATLAS ENERGY SOLUTIONS INC COM NEW AESI	AESI	2,104,940	$35.0m6.62%	6.62%	New
10	NRG ENERGY INC COM NEW NRG	NRG	215,518	$31.5m5.96%	5.96%	Added +36.8k	+36,796 20.6%
11	WEATHERFORD INTL PLC ORD SHS WFRD	WFRD	366,929	$29.9m5.66%	5.66%	Reduced -199.1k	-199,080 -35.2%
12	MASTEC INC COM MTZ	MTZ	70,080	$29.2m5.52%	5.52%	Reduced -31.5k	-31,510 -31.0%
13	TALOS ENERGY INC COM TALO	TALO	2,094,452	$27.0m5.12%	5.12%	Reduced -938.2k	-938,240 -30.9%

Security	Ticker	Shares held before	Value then
OVINTIV INC OVV	OVV	775,200	$46.0m775.2k shares
CACTUS INC WHD	WHD	959,218	$45.4m959.2k shares