Institutional Manager · CIK 0001825309
Webs Creek Capital Management LP
DALLAS, TX · File #028-23001
Latest AUM
$558.7M
Positions
21
Top-10 Concentration
76.7%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | CACTUS INC | WHD | +1,263,873 | +$57.7M | $0 |
| NEW | ANTERO RESOURCES CORP | AR | +1,503,951 | +$51.8M | $0 |
| REDUCE | VIPER ENERGY INC | VNOM | -1,273,209 | -$49.2M | +$633,091 |
| EXITED | BAKER HUGHES COMPANY | 05722G100 | -839,177 | -$40.9M | $0 |
| ADD | MASTEC INC | MTZ | +145,464 | +$31.6M | +$257,184 |
| NEW | LIBERTY ENERGY INC | LBRT | +1,518,300 | +$28.0M | $0 |
| NEW | KODIAK GAS SVCS INC | 50012A108 | +576,000 | +$21.5M | $0 |
| REDUCE | EXPRO GROUP HOLDINGS NV | XPRO | -1,494,267 | -$19.9M | +$4.7M |
| REDUCE | PERMIAN RESOURCES CORP | PR | -1,021,429 | -$14.3M | +$4.8M |
| REDUCE | TECHNIPFMC PLC | FTI | -301,065 | -$13.4M | +$5.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202521 pos · $558.7M
- 13F HOLDINGS REPORTQ/E Sep 202518 pos · $479.6M
- 13F HOLDINGS REPORTQ/E Jun 202518 pos · $465.6M
- 13F HOLDINGS REPORTQ/E Mar 202517 pos · $441.8M
- 13F HOLDINGS REPORTQ/E Dec 202414 pos · $414.8M
- 13F HOLDINGS REPORTQ/E Sep 202413 pos · $280.9M
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $294.6M
- 13F HOLDINGS REPORTQ/E Mar 202411 pos · $247.4M
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $224.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CACTUS INC | WHD | 1,263,873 | $57.7M | 10.33% |
| 2 | ANTERO RESOURCES CORP | AR | 1,503,951 | $51.8M | 9.28% |
| 3 | OVINTIV INC | OVV | 1,303,259 | $51.1M | 9.14% |
| 4 | WEATHERFORD INTL PLC | G48833118 | 629,975 | $49.3M | 8.82% |
| 5 | MASTEC INC | MTZ | 201,864 | $43.9M | 7.85% |
| 6 | PERMIAN RESOURCES CORP | PR | 2,845,130 | $39.9M | 7.15% |
| 7 | TALOS ENERGY INC | TALO | 3,303,875 | $36.4M | 6.52% |
| 8 | SELECT WATER SOLUTIONS INC | WTTR | 3,137,215 | $33.0M | 5.91% |
| 9 | TECHNIPFMC PLC | FTI | 737,816 | $32.9M | 5.88% |
| 10 | BAYTEX ENERGY CORP | BTE | 10,117,718 | $32.7M | 5.85% |
| 11 | SEADRILL LTD | SDRL | 875,147 | $30.3M | 5.42% |
| 12 | LIBERTY ENERGY INC | LBRT | 1,518,300 | $28.0M | 5.02% |
| 13 | EXPRO GROUP HOLDINGS NV | XPRO | 1,673,329 | $22.3M | 4.00% |
| 14 | KODIAK GAS SVCS INC | 50012A108 | 576,000 | $21.5M | 3.86% |
| 15 | VIPER ENERGY INC | VNOM | 270,923 | $10.5M | 1.87% |
| 16 | INFINITY NAT RES INC | 456941103 | 314,509 | $4.6M | 0.83% |
| 17 | CRESCENT ENERGY COMPANY | CRGY | 415,348 | $3.5M | 0.62% |
| 18 | T1 ENERGY INC | TE-WT | 495,000 | $3.3M | 0.59% |
| 19 | NEXTDECADE CORP | NEXT | 544,726 | $2.9M | 0.51% |
| 20 | PROFRAC HLDG CORP | ACDC | 502,961 | $2.0M | 0.35% |