2026 Q2 Portfolio Activity
In 2026 Q2, Webs Creek Capital Management LP maintained a portfolio of 15 distinct positions. The most significant new addition was ATLAS ENERGY SOLUTIONS INC, now representing 6.62% of the total fund value. They heavily accumulated shares in EXPRO GROUP HOLDINGS NV, increasing the position by 90.8%. Conversely, Webs Creek Capital Management LP completely exited their position in OVINTIV INC.
Position History
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Total Positions
15
Quarter
2026 Q2
Top Holding
PTEN (10.2%)
Top 10 Concentration
83.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Webs Creek Capital Management LP Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PTEN
PATTERSON-UTI E...
|
Energy | 10.18% | 8.21% |
#1
3
Prev: #4
|
8.5 |
—
|
1,473,276 | 33.6% |
P
S
|
5,852,934 | $53,729,934 |
$9.91
+29.7%
|
2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SM
SM ENERGY COMPA...
|
Energy | 10.09% | 6.94% |
#2
7
Prev: #9
|
8.5 |
—
|
755,229 | 58.8% |
P
S
|
2,040,529 | $53,257,807 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BTE
BAYTEX ENERGY C...
|
Energy | 9.68% | 7.16% |
#3
4
Prev: #7
|
7.4 |
—
|
3,526,048 | 38.1% |
P
S
|
12,771,506 | $51,086,024 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SDRL
SEADRILL LTD
|
Energy | 9.35% | 7.07% |
#4
4
Prev: #8
|
6.7 |
—
|
408,410 | 45.5% |
P
S
|
1,305,349 | $49,368,299 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AR
ANTERO RESOURCE...
|
Energy | 8.90% | 6.66% |
#5
6
Prev: #11
|
6.6 |
—
|
430,133 | 47.5% |
P
S
|
1,336,461 | $46,963,240 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XPRO
EXPRO GROUP HOL...
|
Energy | 7.91% | 4.46% |
#6
8
Prev: #14
|
6.2 |
—
|
1,345,463 | 90.8% |
P
S
|
2,826,437 | $41,746,474 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WTTR
SELECT WATER SO...
|
Energy | 7.63% | 6.83% |
#7
3
Prev: #10
|
3.1 |
—
|
-562,421 | -21.8% |
P
S
|
2,015,969 | $40,279,061 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PR
PERMIAN RESOURC...
|
Energy | 7.39% | 9.11% |
#8
6
Prev: #2
|
3.5 |
—
|
-349,008 | -14.1% |
P
S
|
2,117,933 | $38,991,147 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AESI
ATLAS ENERGY SO...
|
Energy | 6.62% | — |
#9
Prev: #—
|
6.1 |
—
|
2,104,940 | — |
NEW
|
2,104,940 | $34,963,053 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NRG
NRG ENERGY INC
|
Utilities | 5.96% | 4.52% |
#10
3
Prev: #13
|
4.9 |
—
|
36,796 | 20.6% |
P
S
|
215,518 | $31,478,559 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WFRD
WEATHERFORD INT...
|
Energy | 5.66% | 9.27% |
#11
10
Prev: #1
|
2.3 |
—
|
-199,080 | -35.2% |
P
S
|
366,929 | $29,904,714 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MTZ
MASTEC INC
|
Industrials | 5.52% | 5.66% |
#12
Prev: #12
|
2.2 |
—
|
-31,510 | -31.0% |
P
S
|
70,080 | $29,157,485 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TALO
TALOS ENERGY IN...
|
Energy | 5.12% | 8.28% |
#13
10
Prev: #3
|
2.0 |
—
|
-938,240 | -30.9% |
P
S
|
2,094,452 | $27,039,375 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WHD
CACTUS INC
|
Energy | 0.00% | 7.87% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-959,218 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OVV
OVINTIV INC
|
Energy | 0.00% | 7.97% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-775,200 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-15 of 15 holdings