Webs Creek Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Webs Creek Capital Management Lp disclosed 12 stock positions valued at approximately $527.97M as of quarter-end June 30, 2026. The largest holdings include PATTERSON-UTI ENERGY INC, SM ENERGY COMPANY, and BAYTEX ENERGY CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 12
- Portfolio Value
- $527.97M
Holdings by Sector
Webs Creek Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PATTERSON-UTI ENERGY INC | PTEN | Energy | 10.18% | 5,852,934 | +1,473,276 | +33.64% | $53,729,934 |
| SM ENERGY COMPANY | SM | Energy | 10.09% | 2,040,529 | +755,229 | +58.76% | $53,257,807 |
| BAYTEX ENERGY CORP | BTE | Energy | 9.68% | 12,771,506 | +3,526,048 | +38.14% | $51,086,024 |
| SEADRILL LTD | SDRL | Energy | 9.35% | 1,305,349 | +408,410 | +45.53% | $49,368,299 |
| ANTERO RESOURCES CORP | AR | Energy | 8.90% | 1,336,461 | +430,133 | +47.46% | $46,963,240 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 7.63% | 2,015,969 | -562,421 | -21.81% | $40,279,061 |
| PERMIAN RESOURCES CORP | PR | Energy | 7.39% | 2,117,933 | -349,008 | -14.15% | $38,991,147 |
| ATLAS ENERGY SOLUTIONS INC | AESI | Energy | 6.62% | 2,104,940 | +2,104,940 | +100.00% | $34,963,053 |
| NRG ENERGY INC | NRG | Utilities | 5.96% | 215,518 | +36,796 | +20.59% | $31,478,559 |
| WEATHERFORD INTL PLC | WFRD | Other | 5.66% | 366,929 | -199,080 | -35.17% | $29,904,714 |
| MASTEC INC | MTZ | Industrials | 5.52% | 70,080 | -31,510 | -31.02% | $29,157,485 |
| TALOS ENERGY INC | TALO | Energy | 5.12% | 2,094,452 | -938,240 | -30.94% | $27,039,375 |
Showing 12 of 12 holdings in the latest reporting period.