# Webs Creek Capital Management LP: Form 13F holdings

An institutional investment manager in DALLAS, TX. SEC CIK 1825309.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $528.0m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1825309/000182530926000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PATTERSON-UTI ENERGY INC (PTEN)](/companies/pten.md) | COM | $53.7m | 10.2% | 5,852,934 |  | Added +1,473,276 |
| [SM ENERGY COMPANY (SM)](/companies/sm.md) | COM | $53.3m | 10.1% | 2,040,529 |  | Added +755,229 |
| [BAYTEX ENERGY CORP (BTE)](/companies/bte.md) | COM | $51.1m | 9.7% | 12,771,506 |  | Added +3,526,048 |
| SEADRILL LTD | COM | $49.4m | 9.4% | 1,305,349 |  | Added +408,410 |
| [ANTERO RESOURCES CORP (AR)](/companies/ar.md) | COM | $47.0m | 8.9% | 1,336,461 |  | Added +430,133 |
| EXPRO GROUP HOLDINGS NV | COM | $41.7m | 7.9% | 2,826,437 |  | Added +1,345,463 |
| [SELECT WATER SOLUTIONS INC (WTTR)](/companies/wttr.md) | CL A COM | $40.3m | 7.6% | 2,015,969 |  | Reduced −562,421 |
| [PERMIAN RESOURCES CORP (PR)](/companies/pr.md) | CLASS A COM | $39.0m | 7.4% | 2,117,933 |  | Reduced −349,008 |
| [ATLAS ENERGY SOLUTIONS INC (AESI)](/companies/aesi.md) | COM NEW | $35.0m | 6.6% | 2,104,940 |  | New +2,104,940 |
| [NRG ENERGY INC (NRG)](/companies/nrg.md) | COM NEW | $31.5m | 6.0% | 215,518 |  | Added +36,796 |
| WEATHERFORD INTL PLC | ORD SHS | $29.9m | 5.7% | 366,929 |  | Reduced −199,080 |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $29.2m | 5.5% | 70,080 |  | Reduced −31,510 |
| [TALOS ENERGY INC (TALO)](/companies/talo.md) | COM | $27.0m | 5.1% | 2,094,452 |  | Reduced −938,240 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CACTUS INC (WHD)](/companies/whd.md) | CL A | $0 | 0.0% | 0 |  | Sold out −959,218 |
| [OVINTIV INC (OVV)](/companies/ovv.md) | COM | $0 | 0.0% | 0 |  | Sold out −775,200 |

Source: SEC EDGAR, Form 13F-HR, accession 0001825309-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.