1y return+42.7%S&P 500 +20.9%
3y return+70.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $183 against $195 in the S&P 500.2
Webs Creek Capital Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PTENPatterson-uti Energy Inc | $53.7M | 10.2% | +33.6% |
| SMSm Energy Company | $53.3M | 10.1% | +58.8% |
| BTEBaytex Energy Corp | $51.1M | 9.7% | +38.1% |
| Seadrill LtdCUSIP G7997W102 | $49.4M | 9.4% | +45.5% |
| ARAntero Resources Corp | $47.0M | 8.9% | +47.5% |
| Expro Group Holdings NvCUSIP N3144W105 | $41.7M | 7.9% | +90.8% |
| WTTRSelect Water Solutions Inc | $40.3M | 7.6% | −21.8% |
| PRPermian Resources Corp | $39.0M | 7.4% | −14.1% |
| AESIAtlas Energy Solutions Inc | $35.0M | 6.6% | New |
| NRGNrg Energy Inc | $31.5M | 6.0% | +20.6% |
| Weatherford Intl PLCCUSIP G48833118 | $29.9M | 5.7% | −35.2% |
| MTZMastec Inc | $29.2M | 5.5% | −31.0% |
| TALOTalos Energy Inc | $27.0M | 5.1% | −30.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WTTRSelect Water Solutions Inc | December 31, 2023 | +163.2% | $40.3M |
| PRPermian Resources Corp | December 31, 2022 | +95.9% | $39.0M |
| MTZMastec Inc | September 30, 2025 | +95.5% | $29.2M |
| BTEBaytex Energy Corp | September 30, 2025 | +70.9% | $51.1M |
| Weatherford Intl PLCCUSIP G48833118 | June 30, 2025 | +62.0% | $29.9M |
| TALOTalos Energy Inc | June 30, 2025 | +52.2% | $27.0M |
| Expro Group Holdings NvCUSIP N3144W105 | March 31, 2025 | +48.6% | $41.7M |
| Seadrill LtdCUSIP G7997W102 | September 30, 2025 | +25.2% | $49.4M |
| ARAntero Resources Corp | December 31, 2025 | +2.0% | $47.0M |
| NRGNrg Energy Inc | March 31, 2026 | −0.1% | $31.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −6.7% | +14.8% |
| March 31, 2026 | +36.7% | −4.6% |
| December 31, 2025 | +7.5% | +2.4% |
| September 30, 2025 | +4.0% | +7.8% |
| June 30, 2025 | −2.7% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +7.3% | +2.1% |
| September 30, 2024 | −13.0% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +18.2% | +10.0% |
| December 31, 2023 | −7.5% | +11.2% |
| September 30, 2023 | +24.0% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Webs Creek Capital Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1825309&type=13F-HR&dateb=&owner=include&count=40CIK 1825309
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1825309/000182530926000007/Filed August 14, 2026 · accession 0001825309-26-000007