2026 Q1 Portfolio Activity
In 2026 Q1, Webs Creek Capital Management LP maintained a portfolio of 24 distinct positions. The most significant new addition was PATTERSON-UTI ENERGY INC, now representing 8.21% of the total fund value. Conversely, Webs Creek Capital Management LP completely exited their position in TECHNIPFMC PLC.
Position History
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Total Positions
24
Quarter
2026 Q1
Top Holding
WFRD (9.3%)
Top 10 Concentration
78.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
Webs Creek Capital Management LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WFRD
WEATHERFORD INT...
|
Energy | 9.27% | 8.82% |
#1
3
Prev: #4
|
6.2 |
—
|
-63,966 | -10.2% |
P
S
|
566,009 | $53,533,131 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PR
PERMIAN RESOURC...
|
Energy | 9.11% | 7.15% |
#2
4
Prev: #6
|
5.6 |
—
|
-378,189 | -13.3% |
P
S
|
2,466,941 | $52,595,182 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TALO
TALOS ENERGY IN...
|
Energy | 8.28% | 6.52% |
#3
4
Prev: #7
|
4.8 |
—
|
-271,183 | -8.2% |
P
S
|
3,032,692 | $47,795,226 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PTEN
PATTERSON-UTI E...
|
Energy | 8.21% | — |
#4
Prev: #—
|
7.3 |
—
|
4,379,658 | — |
NEW
|
4,379,658 | $47,431,696 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OVV
OVINTIV INC
|
Energy | 7.97% | 9.14% |
#5
2
Prev: #3
|
3.7 |
—
|
-528,059 | -40.5% |
P
S
|
775,200 | $46,015,872 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WHD
CACTUS INC
|
Energy | 7.87% | 10.33% |
#6
5
Prev: #1
|
3.1 |
—
|
-304,655 | -24.1% |
P
S
|
959,218 | $45,438,157 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BTE
BAYTEX ENERGY C...
|
Energy | 7.16% | 5.85% |
#7
3
Prev: #10
|
3.4 |
—
|
-872,260 | -8.6% |
P
S
|
9,245,458 | $41,327,197 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SDRL
SEADRILL LTD
|
Energy | 7.07% | 5.42% |
#8
3
Prev: #11
|
3.3 |
—
|
21,792 | 2.5% |
P
S
|
896,939 | $40,810,725 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SM
SM ENERGY COMPA...
|
Energy | 6.94% | — |
#9
Prev: #—
|
6.3 |
—
|
1,285,300 | — |
NEW
|
1,285,300 | $40,075,654 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WTTR
SELECT WATER SO...
|
Energy | 6.83% | 5.91% |
#10
2
Prev: #8
|
3.2 |
—
|
-558,825 | -17.8% |
P
S
|
2,578,390 | $39,449,367 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AR
ANTERO RESOURCE...
|
Energy | 6.66% | 9.28% |
#11
9
Prev: #2
|
2.7 |
—
|
-597,623 | -39.7% |
P
S
|
906,328 | $38,464,560 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MTZ
MASTEC INC
|
Industrials | 5.66% | 7.85% |
#12
7
Prev: #5
|
2.3 |
—
|
-100,274 | -49.7% |
P
S
|
101,590 | $32,685,567 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NRG
NRG ENERGY INC
|
Utilities | 4.52% | — |
#13
Prev: #—
|
5.3 |
—
|
178,722 | — |
NEW
|
178,722 | $26,118,433 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XPRO
EXPRO GROUP HOL...
|
Energy | 4.46% | 4.00% |
#14
1
Prev: #13
|
2.3 |
—
|
-192,355 | -11.5% |
P
S
|
1,480,974 | $25,783,757 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GFR
GREENFIRE RES L...
|
Energy | 0.00% | 0.19% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-222,271 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACDC
PROFRAC HLDG CO...
|
Energy | 0.00% | 0.35% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-502,961 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEXT
NEXTDECADE CORP
|
Energy | 0.00% | 0.51% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-544,726 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TE
T1 ENERGY INC
|
Industrials | 0.00% | 0.59% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-495,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRGY
CRESCENT ENERGY...
|
Energy | 0.00% | 0.62% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-415,348 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INR
INFINITY NAT RE...
|
Energy | 0.00% | 0.83% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-314,509 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VNOM
VIPER ENERGY IN...
|
Energy | 0.00% | 1.87% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-270,923 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KGS
KODIAK GAS SVCS...
|
Energy | 0.00% | 3.86% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-576,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LBRT
LIBERTY ENERGY ...
|
Energy | 0.00% | 5.02% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-1,518,300 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FTI
TECHNIPFMC PLC
|
Energy | 0.00% | 5.88% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-737,816 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-24 of 24 holdings