Q2 2026 13F · SEC CIK 1825309
Webs Creek Capital Management LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $528.0M
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +21.6%
- Assets under management
- $1.3B
Webs Creek Capital Management LP is a hedge fund that reported 13 positions worth $528.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Patterson-Uti Energy Inc (PTEN, 10.2%), Sm Energy Company (SM, 10.1%), Baytex Energy Corp (BTE, 9.7%). A portfolio copying its top holdings returned 21.6% a year over the last 3 years, against 20.4% for the S&P 500.
Webs Creek Capital Management LP holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PTENPatterson-Uti Energy Inc | 10.2% | +33.6% | $53.7M |
| SMSm Energy Company | 10.1% | +58.8% | $53.3M |
| BTEBaytex Energy Corp | 9.7% | +38.1% | $51.1M |
| SDRLSeadrill Ltd | 9.4% | +45.5% | $49.4M |
| ARAntero Resources Corp | 8.9% | +47.5% | $47.0M |
| N3144W105Expro Group Holdings NV | 7.9% | +90.8% | $41.7M |
| WTTRSelect Water Solutions Inc | 7.6% | -21.8% | $40.3M |
| PRPermian Resources Corp | 7.4% | -14.1% | $39.0M |
| AESIAtlas Energy Solutions Inc | 6.6% | — | $35.0M |
| NRGNrg Energy Inc | 6.0% | +20.6% | $31.5M |
| WFRDWeatherford Intl PLC F | 5.7% | -35.2% | $29.9M |
| MTZMasTec Inc | 5.5% | -31.0% | $29.2M |
| TALOTalos Energy Inc | 5.1% | -30.9% | $27.0M |
What Webs Creek Capital Management LP bought and sold in Q2 2026, against Q1 2026.
New positions
- AESI Atlas Energy Solutions Inc6.6% of 13F
Added to
- Expro Group Holdings NV+90.8% shares
- SM Sm Energy Company+58.8% shares
- AR Antero Resources Corp+47.5% shares
- SDRL Seadrill Ltd+45.5% shares
- BTE Baytex Energy Corp+38.1% shares
- PTEN Patterson-Uti Energy Inc+33.6% shares
- NRG Nrg Energy Inc+20.6% shares
Reduced
- WFRD Weatherford Intl PLC F-35.2% shares
- MTZ MasTec Inc-31.0% shares
- TALO Talos Energy Inc-30.9% shares
- WTTR Select Water Solutions Inc-21.8% shares
- PR Permian Resources Corp-14.1% shares
Sold out
- OVV Ovintiv Inc Comwas 8.0%
- WHD Cactus Incwas 7.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +74.8% /yr
- S&P 500 +20.1%
- 3 years
- +21.6% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $528.0M | 13 |
| Q1 2026 | $577.5M | 14 |
| Q4 2025 | $558.7M | 21 |
| Q3 2025 | $479.6M | 18 |
| Q2 2025 | $465.6M | 18 |
| Q1 2025 | $441.8M | 17 |
| Q4 2024 | $414.8M | 14 |
| Q3 2024 | $280.9M | 13 |
| Q2 2024 | $294.6M | 14 |
| Q1 2024 | $247.4M | 11 |
| Q4 2023 | $217.4M | 11 |
| Q3 2023 | $224.5M | 10 |
Questions about Webs Creek Capital Management LP's portfolio
What stocks does Webs Creek Capital Management LP own?
Webs Creek Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 13 positions worth $528.0M. The largest are Patterson-Uti Energy Inc (PTEN) at 10.2%, Sm Energy Company (SM) at 10.1%, Baytex Energy Corp (BTE) at 9.7%, Seadrill Ltd (SDRL) at 9.4% and Antero Resources Corp (AR) at 8.9%.
What did Webs Creek Capital Management LP buy last quarter?
In Q2 2026, Webs Creek Capital Management LP added a new position in Atlas Energy Solutions Inc (AESI), Expro Group Holdings NV (+90.8% shares), Sm Energy Company (SM) (+58.8% shares) and Antero Resources Corp (AR) (+47.5% shares), compared with its Q1 2026 filing.
What did Webs Creek Capital Management LP sell last quarter?
In Q2 2026, Webs Creek Capital Management LP sold all of Ovintiv Inc Com (OVV), sold all of Cactus Inc (WHD), Weatherford Intl PLC F (WFRD) (-35.2% shares), MasTec Inc (MTZ) (-31.0% shares) and Talos Energy Inc (TALO) (-30.9% shares), compared with its Q1 2026 filing.
How has Webs Creek Capital Management LP's portfolio performed?
A portfolio copying Webs Creek Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +74.8% against +20.1%.
When is Webs Creek Capital Management LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Webs Creek Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Webs Creek Capital Management LP manage?
Webs Creek Capital Management LP reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $528.0M.