Webs Creek Capital Management LP Quant / Systematic

Location: Dallas, TX

CIK: 0001825309 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $528M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (1)

AESI ATLAS ENERGY SOLUTIONS INC 6.6%

Value $34.96M Shares 2,104,940 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AESI	ATLAS ENERGY SOLUTIONS INC	2,104,940	$34.96M	6.6%	—	—	COM NEW	642045108

Increased Positions (7)

XPRO EXPRO GROUP HOLDINGS NV 7.9%

Value $41.75M (+61.9%) Shares 2,826,437 (+90.8%) Est. Cost — Unrealized —

SM SM ENERGY COMPANY 10.1%

Value $53.26M (+32.9%) Shares 2,040,529 (+58.8%) Est. Cost — Unrealized —

BTE BAYTEX ENERGY CORP 9.7%

Value $51.09M (+23.6%) Shares 12,771,506 (+38.1%) Est. Cost — Unrealized —

SDRL SEADRILL LTD 9.4%

Value $49.37M (+21.0%) Shares 1,305,349 (+45.5%) Est. Cost — Unrealized —

AR ANTERO RESOURCES CORP 8.9%

Value $46.96M (+22.1%) Shares 1,336,461 (+47.5%) Est. Cost — Unrealized —

PTEN PATTERSON-UTI ENERGY INC 10.2%

Value $53.73M (+13.3%) Shares 5,852,934 (+33.6%) Est. Cost — Unrealized —

NRG NRG ENERGY INC 6.0%

Value $31.48M (+20.5%) Shares 215,518 (+20.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XPRO	EXPRO GROUP HOLDINGS NV	2,826,437 (+90.8%)	$41.75M (+61.9%)	7.9%	—	—	COM	N3144W105
SM	SM ENERGY COMPANY	2,040,529 (+58.8%)	$53.26M (+32.9%)	10.1%	—	—	COM	78454L100
BTE	BAYTEX ENERGY CORP	12,771,506 (+38.1%)	$51.09M (+23.6%)	9.7%	—	—	COM	07317Q105
SDRL	SEADRILL LTD	1,305,349 (+45.5%)	$49.37M (+21.0%)	9.4%	—	—	COM	G7997W102
AR	ANTERO RESOURCES CORP	1,336,461 (+47.5%)	$46.96M (+22.1%)	8.9%	—	—	COM	03674X106
PTEN	PATTERSON-UTI ENERGY INC	5,852,934 (+33.6%)	$53.73M (+13.3%)	10.2%	—	—	COM	703481101
NRG	NRG ENERGY INC	215,518 (+20.6%)	$31.48M (+20.5%)	6.0%	—	—	COM NEW	629377508

Exited Positions (2)

OVV OVINTIV INC 8.7%

Value $46.02M Shares 775,200 Est. Cost — Unrealized —

WHD CACTUS INC 8.6%

Value $45.44M Shares 959,218 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OVV	OVINTIV INC	775,200	$46.02M	8.7%	—	—	—	69047Q102
WHD	CACTUS INC	959,218	$45.44M	8.6%	—	—	—	127203107

Decreased Positions (5)

WFRD WEATHERFORD INTL PLC 5.7%

Value $29.9M (-44.1%) Shares 366,929 (-35.2%) Est. Cost — Unrealized —

TALO TALOS ENERGY INC 5.1%

Value $27.04M (-43.4%) Shares 2,094,452 (-30.9%) Est. Cost — Unrealized —

PR PERMIAN RESOURCES CORP 7.4%

Value $38.99M (-25.9%) Shares 2,117,933 (-14.1%) Est. Cost — Unrealized —

MTZ MASTEC INC 5.5%

Value $29.16M (-10.8%) Shares 70,080 (-31.0%) Est. Cost — Unrealized —

WTTR SELECT WATER SOLUTIONS INC 7.6%

Value $40.28M (+2.1%) Shares 2,015,969 (-21.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WFRD	WEATHERFORD INTL PLC	366,929 (-35.2%)	$29.9M (-44.1%)	5.7%	—	—	ORD SHS	G48833118
TALO	TALOS ENERGY INC	2,094,452 (-30.9%)	$27.04M (-43.4%)	5.1%	—	—	COM	87484T108
PR	PERMIAN RESOURCES CORP	2,117,933 (-14.1%)	$38.99M (-25.9%)	7.4%	—	—	CLASS A COM	71424F105
MTZ	MASTEC INC	70,080 (-31.0%)	$29.16M (-10.8%)	5.5%	—	—	COM	576323109
WTTR	SELECT WATER SOLUTIONS INC	2,015,969 (-21.8%)	$40.28M (+2.1%)	7.6%	—	—	CL A COM	81617J301