Webs Creek Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Webs Creek Capital Management LP disclosed 13 US equity positions worth $528.0m in its Q2 2026 13F filing. The largest position was PTEN at 10.2% of the reported book, followed by SM and BTE. Against the Q1 2026 filing, it opened 1 new position, added to 7 and reduced 5 among the top 13 holdings.
What did Webs Creek Capital Management LP own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PTEN PATTERSON-UTI ENERGY INC | Energy | 10.2% | $53.7m | 5,852,934 | 34% | added |
| 2 | SM SM ENERGY COMPANY | Energy | 10.1% | $53.3m | 2,040,529 | 59% | added |
| 3 | BTE BAYTEX ENERGY CORP | Energy | 9.7% | $51.1m | 12,771,506 | 38% | added |
| 4 | SEADRILL LTD | 9.4% | $49.4m | 1,305,349 | 46% | added | |
| 5 | AR ANTERO RESOURCES CORP | Energy | 8.9% | $47.0m | 1,336,461 | 47% | added |
| 6 | EXPRO GROUP HOLDINGS NV | 7.9% | $41.7m | 2,826,437 | 91% | added | |
| 7 | WTTR SELECT WATER SOLUTIONS INC | Energy | 7.6% | $40.3m | 2,015,969 | -22% | reduced |
| 8 | PR PERMIAN RESOURCES CORP | Energy | 7.4% | $39.0m | 2,117,933 | -14% | reduced |
| 9 | AESI ATLAS ENERGY SOLUTIONS INC | 6.6% | $35.0m | 2,104,940 | – | new | |
| 10 | NRG NRG ENERGY INC | Utilities | 6.0% | $31.5m | 215,518 | 21% | added |
| 11 | WEATHERFORD INTL PLC | 5.7% | $29.9m | 366,929 | -35% | reduced | |
| 12 | MTZ MASTEC INC | Industrials | 5.5% | $29.2m | 70,080 | -31% | reduced |
| 13 | TALO TALOS ENERGY INC | Energy | 5.1% | $27.0m | 2,094,452 | -31% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.