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Webs Creek Capital Management LP

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13F filer, CIK 1825309, DALLAS, TX

Webs Creek Capital Management LP reported $465,584,937 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 86.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001825309-25-000008

Period
2025-06-30
Reported value
$466M
Holdings
18
Top 10 weight
86.78%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WFRDnew+900,351$45.3M
EXEnew+261,524$30.6M
OVVadded+710,598$27M
XPROadded+2,023,928$17.4M
WTTRadded+1,881,352$16.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MTDRexited-969,377-$49.5M
DVNexited-1,062,546-$39.7M
PTENexited-2,395,939-$19.7M
HPexited-587,968-$15.4M
FTIreduced-243,855-$8.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001825309-25-000008, largest first. % of portfolio is the value over $465,584,937, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,335,460 shares; 2025Q1: 830,768 shares; 2025Q2: 1,541,366 shares 1,541,366$58.6M12.6%+710,598Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581,790 shares; 2024Q4: 3,729,646 shares; 2025Q1: 3,593,968 shares; 2025Q2: 3,934,571 shares 3,934,571$53.6M11.51%+340,603Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927,047 shares; 2024Q4: 927,728 shares; 2025Q1: 896,196 shares; 2025Q2: 814,912 shares 814,912$47.5M10.21%-81,284Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900,351 shares 900,351$45.3M9.73%newTimeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233,776 shares; 2024Q4: 2,354,742 shares; 2025Q1: 2,492,972 shares; 2025Q2: 4,374,324 shares 4,374,324$37.8M8.12%+1,881,352Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352,917 shares; 2024Q4: 1,342,177 shares; 2025Q1: 1,275,919 shares; 2025Q2: 1,032,064 shares 1,032,064$35.5M7.63%-243,855Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,484 shares; 2024Q4: 543,966 shares; 2025Q1: 600,460 shares; 2025Q2: 739,024 shares 739,024$35.3M7.59%+138,564Timeline
RRCRANGE RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 985,364 shares; 2025Q2: 830,651 shares 830,651$33.8M7.26%-154,713Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261,524 shares 261,524$30.6M6.57%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,184 shares; 2025Q2: 68,615 shares 68,615$25.9M5.57%-14,569Timeline
INRINFINITY NAT RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,121,927 shares; 2025Q2: 1,075,718 shares 1,075,718$19.7M4.23%-46,209Timeline
XPROEXPRO GROUP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589,258 shares; 2024Q4: not reported; 2025Q1: 255,000 shares; 2025Q2: 2,278,928 shares 2,278,928$19.6M4.2%+2,023,928Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,000 shares 175,000$7.71M1.66%newTimeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900,000 shares 900,000$7.63M1.64%newTimeline
CRGYCRESCENT ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280,000 shares 280,000$2.41M0.52%newTimeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 285,000 shares; 2025Q1: 230,000 shares; 2025Q2: 213,894 shares 213,894$1.91M0.41%-16,106Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800,000 shares; 2025Q1: 1,157,300 shares; 2025Q2: 1,486,631 shares 1,486,631$1.83M0.39%+329,331Timeline
GFRGREENFIRE RES LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 355,000 shares; 2025Q1: 413,627 shares; 2025Q2: 177,344 shares 177,344$791K0.17%-236,283Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MTDRMATADOR RES CO969,377$49.5Mshares
DVNDEVON ENERGY CORP NEW1,062,546$39.7Mshares
PTENPATTERSON-UTI ENERGY INC2,395,939$19.7Mshares
HPHELMERICH & PAYNE INC587,968$15.4Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001825309-25-000008 base2025-08-14acceptance time not in the bulk data set