Webs Creek Capital Management LP
Net seller this quarter
$528M
13
-$11M
83.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PTEN | $53.7M | 10.18% | 1.53% | +33.6% | Q1 2024 |
 SM | $53.3M | 10.09% | 0.86% | +58.8% | Q1 2026 |
 BTE | $51.1M | 9.68% | 1.67% | +38.1% | Q2 2023 |
 SDRL | $49.4M | 9.35% | 2.09% | +45.5% | Q3 2024 |
 AR | $47M | 8.90% | 0.43% | +47.5% | Q2 2024 |
 XPRO | $41.7M | 7.91% | Not reported | +90.9% | Q1 2023 |
 WTTR | $40.3M | 7.63% | 5.00% | -21.8% | Q4 2022 |
 PR | $39M | 7.39% | 0.25% | -14.2% | Q4 2022 |
 AESI | $35M | 6.62% | 1.68% | New | Q2 2026 |
 NRG | $31.5M | 5.96% | 0.10% | +20.6% | Q1 2026 |
 WFRD | $29.9M | 5.66% | 0.51% | -35.2% | Q4 2022 |
 MTZ | $29.2M | 5.52% | 0.09% | -31.0% | Q3 2025 |
 TALO | $27M | 5.12% | 1.25% | -30.9% | Q1 2023 |
| Q1 2026 | |||||
| WFRD | $53.5M | 9.27% | 0.79% | -10.2% | Q4 2022 |
| PR | $52.6M | 9.11% | 0.33% | -13.3% | Q4 2022 |
| TALO | $47.8M | 8.28% | 1.80% | -8.2% | Q1 2023 |
| PTEN | $47.4M | 8.21% | 1.15% | Not reported | Q1 2024 |
 OVV | $46M | 7.97% | 0.27% | -40.5% | Q4 2024 |
 WHD | $45.4M | 7.87% | 1.28% | -24.1% | Q4 2025 |
| BTE | $41.3M | 7.16% | 1.21% | -8.6% | Q2 2023 |
| SDRL | $40.8M | 7.07% | 1.44% | +2.5% | Q3 2024 |
| SM | $40.1M | 6.94% | 0.54% | New | Q1 2026 |
| WTTR | $39.4M | 6.83% | 6.39% | -17.8% | Q4 2022 |
| AR | $38.5M | 6.66% | 0.29% | -39.7% | Q2 2024 |
| MTZ | $32.7M | 5.66% | 0.13% | -49.7% | Q3 2025 |
| NRG | $26.1M | 4.52% | 0.08% | New | Q1 2026 |
| XPRO | $25.8M | 4.46% | Not reported | -11.5% | Q1 2023 |
| Q4 2025 | |||||
| WHD | $57.7M | 10.33% | 1.69% | New | Q4 2025 |
| AR | $51.8M | 9.28% | 0.49% | Not reported | Q2 2024 |
| OVV | $51.1M | 9.14% | 0.51% | -12.4% | Q4 2024 |
| WFRD | $49.3M | 8.82% | 0.88% | -9.8% | Q4 2022 |
| MTZ | $43.9M | 7.85% | 0.26% | +257.9% | Q3 2025 |
| PR | $39.9M | 7.15% | 0.38% | -26.4% | Q4 2022 |
| TALO | $36.4M | 6.52% | 1.94% | -6.2% | Q1 2023 |
| WTTR | $33M | 5.91% | 7.78% | Not reported | Q4 2022 |
 FTI | $32.9M | 5.88% | 0.18% | -29.0% | Q4 2022 |
| BTE | $32.7M | 5.85% | 1.32% | -8.3% | Q2 2023 |
| SDRL | $30.3M | 5.42% | 1.40% | +68.4% | Q3 2024 |
 LBRT | $28M | 5.02% | Not reported | New | Q4 2025 |
| XPRO | $22.3M | 4.00% | Not reported | -47.2% | Q1 2023 |
 KGS | $21.5M | 3.86% | 0.67% | New | Q4 2025 |
| VNOM | $10.5M | 1.87% | Not reported | -82.5% | Q3 2025 |
 INR | $4.63M | 0.83% | Not reported | -72.2% | Q1 2025 |
 CRGY | $3.48M | 0.62% | 0.16% | +38.3% | Q2 2025 |
 TE | $3.31M | 0.59% | 0.19% | -23.9% | Q4 2024 |
 NEXT | $2.87M | 0.51% | 0.21% | +118.1% | Q2 2024 |
 ACDC | $1.96M | 0.35% | 0.28% | +25.7% | Q3 2025 |
 GFR | $1.06M | 0.19% | 0.32% | +28.6% | Q3 2024 |
| Q3 2025 | |||||
| OVV | $60.1M | 12.53% | 0.59% | -3.5% | Q4 2024 |
| VNOM | $59M | 12.30% | Not reported | New | Q3 2025 |
| PR | $49.5M | 10.32% | 0.48% | -1.7% | Q4 2022 |
| WFRD | $47.8M | 9.97% | 0.97% | -22.4% | Q4 2022 |
| FTI | $41M | 8.55% | 0.26% | +0.7% | Q4 2022 |
 BKR | $40.9M | 8.52% | 0.09% | New | Q3 2025 |
| XPRO | $37.6M | 7.85% | Not reported | +39.0% | Q1 2023 |
| TALO | $33.8M | 7.04% | 2.02% | +291.4% | Q1 2023 |
| WTTR | $33.5M | 6.99% | 7.78% | -28.3% | Q4 2022 |
| BTE | $25.8M | 5.39% | 1.43% | Not reported | Q2 2023 |
| SDRL | $15.7M | 3.27% | 0.84% | Not reported | Q3 2024 |
| INR | $14.8M | 3.09% | Not reported | +5.0% | Q1 2025 |
| MTZ | $12M | 2.50% | 0.07% | New | Q3 2025 |
| CRGY | $2.68M | 0.56% | 0.12% | +7.3% | Q2 2025 |
| NEXT | $1.7M | 0.35% | 0.09% | +16.8% | Q2 2024 |
| ACDC | $1.48M | 0.31% | 0.25% | New | Q3 2025 |
| TE | $1.42M | 0.30% | 0.39% | -56.3% | Q4 2024 |
| GFR | $798K | 0.17% | 0.25% | -2.6% | Q3 2024 |