Webs Creek Capital Management
Webs Creek Capital Management reported 13 stocks worth $528M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PTEN (10.2%), SM (10.1%) and BTE (9.7%). Compared with Q1 2026, the fund opened new positions in AESI, added to PTEN, SM and BTE, trimmed WTTR, PR and WFRD and sold out of OVV and WHD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PTEN Patterson-Uti Energy Inc | $53.7M | 10.2% | 5.9M | +1.5M (+34%) | 3 of 8 | |
| 2 |  SM SM Energy Co | $53.3M | 10.1% | 2M | +755K (+59%) | 2 of 8 | |
| 3 |  BTE Baytex Energy Corp | $51.1M | 9.7% | 12.8M | +3.5M (+38%) | 4 of 8 | |
| 4 |  SDRL Seadrill Ltd | $49.4M | 9.3% | 1.3M | +408K (+46%) | 6 of 8 | |
| 5 |  AR Antero Resources Corp | $47M | 8.9% | 1.3M | +430K (+47%) | 4 of 8 | |
| 6 |  XPRO Expro Group Holdings NV | $41.7M | 7.9% | 2.8M | +1.3M (+91%) | 7 of 8 | |
| 7 |  WTTR Select Water Solutions Inc | $40.3M | 7.6% | 2M | −562K (−22%) | 8 of 8 | |
| 8 |  PR Permian Resources Corp | $39M | 7.4% | 2.1M | −349K (−14%) | 8 of 8 | |
| 9 |  AESI Atlas Energy Solutions Inc | $35M | 6.6% | 2.1M | New position | 1 of 8 | |
| 10 |  NRG Nrg Energy Inc | $31.5M | 6.0% | 216K | +37K (+21%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Webs Creek Capital Management 13F FAQ
What does Webs Creek Capital Management own?
Webs Creek Capital Management reported 13 stocks worth $528M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PTEN (10.2%), SM (10.1%) and BTE (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Webs Creek Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 7 added to, 5 trimmed and 2 sold out. New positions include AESI. It sold all of OVV and WHD.
When will Webs Creek Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Webs Creek Capital Management's portfolio worth?
The Q2 2026 filing reports $528M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.