Webs Creek Capital Management LP — 13F holdings

Webs Creek Capital Management LP reported 13 holdings worth $528M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PTEN PATTERSON-UTI ENERGY INC — $53.7M (10.2%)
2. SM SM ENERGY CO — $53.3M (10.1%)
3. BTE BAYTEX ENERGY CORP — $51.1M (9.7%)
4. SDRL SEADRILL LTD — $49.4M (9.4%)
5. AR ANTERO RESOURCES CORP — $47.0M (8.9%)
6. XPRO EXPRO GROUP HOLDINGS NV — $41.7M (7.9%)
7. WTTR SELECT WATER SOLUTIONS INC — $40.3M (7.6%)
8. PR PERMIAN RESOURCES CORP — $39.0M (7.4%)
9. AESI Atlas Energy Solutions Inc — $35.0M (6.6%)
10. NRG NRG Energy Inc — $31.5M (6.0%)