Webs Creek Capital Management LP Quant / Systematic

Name: Webs Creek Capital Management LP Q1 2026 13F Filing | 13F Explorer
Creator: Webs Creek Capital Management LP
Published: 2026-05-15

Location: DALLAS, TX

CIK: 0001825309 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $578M (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (3)

PTEN PATTERSON-UTI ENERGY INC 8.2%

Value $47.43M Shares 4,379,658 Est. Cost — Unrealized —

SM SM ENERGY COMPANY 6.9%

Value $40.08M Shares 1,285,300 Est. Cost — Unrealized —

NRG NRG ENERGY INC 4.5%

Value $26.12M Shares 178,722 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PTEN	PATTERSON-UTI ENERGY INC	4,379,658	$47.43M	8.2%	—	—	COM	703481101
SM	SM ENERGY COMPANY	1,285,300	$40.08M	6.9%	—	—	COM	78454L100
NRG	NRG ENERGY INC	178,722	$26.12M	4.5%	—	—	COM NEW	629377508

Increased Positions (1)

SDRL SEADRILL LTD 7.1%

Value $40.81M (+34.8%) Shares 896,939 (+2.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SDRL	SEADRILL LTD	896,939 (+2.5%)	$40.81M (+34.8%)	7.1%	—	—	COM	G7997W102

Exited Positions (10)

FTI TECHNIPFMC PLC 5.7%

Value $32.88M Shares 737,816 Est. Cost — Unrealized —

LBRT LIBERTY ENERGY INC 4.9%

Value $28.03M Shares 1,518,300 Est. Cost — Unrealized —

KGS KODIAK GAS SVCS INC 3.7%

Value $21.54M Shares 576,000 Est. Cost — Unrealized —

VNOM VIPER ENERGY INC 1.8%

Value $10.47M Shares 270,923 Est. Cost — Unrealized —

INR INFINITY NAT RES INC 0.8%

Value $4.633M Shares 314,509 Est. Cost — Unrealized —

CRGY CRESCENT ENERGY COMPANY 0.6%

Value $3.485M Shares 415,348 Est. Cost — Unrealized —

TE T1 ENERGY INC 0.6%

Value $3.307M Shares 495,000 Est. Cost — Unrealized —

NEXT NEXTDECADE CORP 0.5%

Value $2.871M Shares 544,726 Est. Cost — Unrealized —

ACDC PROFRAC HLDG CORP 0.3%

Value $1.957M Shares 502,961 Est. Cost — Unrealized —

GFR GREENFIRE RES LTD NEW 0.2%

Value $1.058M Shares 222,271 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FTI	TECHNIPFMC PLC	737,816	$32.88M	5.7%	—	—	—	G87110105
LBRT	LIBERTY ENERGY INC	1,518,300	$28.03M	4.9%	—	—	—	53115L104
KGS	KODIAK GAS SVCS INC	576,000	$21.54M	3.7%	—	—	—	50012A108
VNOM	VIPER ENERGY INC	270,923	$10.47M	1.8%	—	—	—	64361Q101
INR	INFINITY NAT RES INC	314,509	$4.633M	0.8%	—	—	—	456941103
CRGY	CRESCENT ENERGY COMPANY	415,348	$3.485M	0.6%	—	—	—	44952J104
TE	T1 ENERGY INC	495,000	$3.307M	0.6%	—	—	—	35834F104
NEXT	NEXTDECADE CORP	544,726	$2.871M	0.5%	—	—	—	65342K105
ACDC	PROFRAC HLDG CORP	502,961	$1.957M	0.3%	—	—	—	74319N100
GFR	GREENFIRE RES LTD NEW	222,271	$1.058M	0.2%	—	—	—	39525U107

Decreased Positions (10)

AR ANTERO RESOURCES CORP 6.7%

Value $38.46M (-25.8%) Shares 906,328 (-39.7%) Est. Cost — Unrealized —

PR PERMIAN RESOURCES CORP 9.1%

Value $52.6M (+31.8%) Shares 2,466,941 (-13.3%) Est. Cost — Unrealized —

WHD CACTUS INC 7.9%

Value $45.44M (-21.3%) Shares 959,218 (-24.1%) Est. Cost — Unrealized —

TALO TALOS ENERGY INC 8.3%

Value $47.8M (+31.3%) Shares 3,032,692 (-8.2%) Est. Cost — Unrealized —

MTZ MASTEC INC 5.7%

Value $32.69M (-25.5%) Shares 101,590 (-49.7%) Est. Cost — Unrealized —

BTE BAYTEX ENERGY CORP 7.2%

Value $41.33M (+26.5%) Shares 9,245,458 (-8.6%) Est. Cost — Unrealized —

WTTR SELECT WATER SOLUTIONS INC 6.8%

Value $39.45M (+19.5%) Shares 2,578,390 (-17.8%) Est. Cost — Unrealized —

OVV OVINTIV INC 8.0%

Value $46.02M (-9.9%) Shares 775,200 (-40.5%) Est. Cost — Unrealized —

WFRD WEATHERFORD INTL PLC 9.3%

Value $53.53M (+8.6%) Shares 566,009 (-10.2%) Est. Cost — Unrealized —

XPRO EXPRO GROUP HOLDINGS NV 4.5%

Value $25.78M (+15.4%) Shares 1,480,974 (-11.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AR	ANTERO RESOURCES CORP	906,328 (-39.7%)	$38.46M (-25.8%)	6.7%	—	—	COM	03674X106
PR	PERMIAN RESOURCES CORP	2,466,941 (-13.3%)	$52.6M (+31.8%)	9.1%	—	—	CLASS A COM	71424F105
WHD	CACTUS INC	959,218 (-24.1%)	$45.44M (-21.3%)	7.9%	—	—	CL A	127203107
TALO	TALOS ENERGY INC	3,032,692 (-8.2%)	$47.8M (+31.3%)	8.3%	—	—	COM	87484T108
MTZ	MASTEC INC	101,590 (-49.7%)	$32.69M (-25.5%)	5.7%	—	—	COM	576323109
BTE	BAYTEX ENERGY CORP	9,245,458 (-8.6%)	$41.33M (+26.5%)	7.2%	—	—	COM	07317Q105
WTTR	SELECT WATER SOLUTIONS INC	2,578,390 (-17.8%)	$39.45M (+19.5%)	6.8%	—	—	CL A COM	81617J301
OVV	OVINTIV INC	775,200 (-40.5%)	$46.02M (-9.9%)	8.0%	—	—	COM	69047Q102
WFRD	WEATHERFORD INTL PLC	566,009 (-10.2%)	$53.53M (+8.6%)	9.3%	—	—	ORD SHS	G48833118
XPRO	EXPRO GROUP HOLDINGS NV	1,480,974 (-11.5%)	$25.78M (+15.4%)	4.5%	—	—	COM	N3144W105