StockDriftsStockDriftsTop 13 Webs Creek Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTEN | PATTERSON-UTI ENERGY INC | 10.18% | 5.85M | $53.7M | +33.64%(+1.47M) | $9.60(+13.50%) | 2026-06-30 | |
| SM | SM ENERGY COMPANY | 10.09% | 2.04M | $53.3M | +58.76%(+755.23K) | $26.49(+22.41%) | 2026-06-30 | |
| BTE | BAYTEX ENERGY CORP | 9.68% | 12.77M | $51.1M | +38.14%(+3.53M) | $2.65(+62.04%) | 2026-06-30 | |
| SDRL | SEADRILL LTD | 9.35% | 1.31M | $49.4M | +45.53%(+408.41K) | $40.15(+17.09%) | 2026-06-30 | |
| AR | ANTERO RESOURCES CORP | 8.9% | 1.34M | $47.0M | +47.46%(+430.13K) | $34.44(+6.92%) | 2026-06-30 | |
| XPRO | EXPRO GROUP HOLDINGS NV | 7.91% | 2.83M | $41.7M | +90.85%(+1.35M) | $13.05(+42.96%) | 2026-06-30 | |
| WTTR | SELECT WATER SOLUTIONS INC | 7.63% | 2.02M | $40.3M | -21.81%(-562.42K) | $9.00(+126.31%) | 2026-06-30 | |
| PR | PERMIAN RESOURCES CORP | 7.39% | 2.12M | $39.0M | -14.15%(-349.01K) | $11.87(+77.70%) | 2026-06-30 | |
| AESI | ATLAS ENERGY SOLUTIONS INC | 6.62% | 2.10M | $35.0M | new | $14.88(-20.77%) | 2026-06-30 | |
| NRG | NRG ENERGY INC | 5.96% | 215.5K | $31.5M | +20.59%(+36.80K) | $151.15(-20.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.13% | +82.18% | — | — | +93.55% |
| Top 20 Holdings Unweighted | +23.34% | +87.61% | — | — | +87.95% |
Webs Creek Capital Management LP reports $527.97M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are PTEN (10.2%), SM (10.1%) and BTE (9.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +82.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Webs Creek Capital Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Webs Creek Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1825309). View Webs Creek Capital Management LP’s 13F filings on SEC