Webs Creek Capital Management LP
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 88.5% | $467,329,123 |
| Utilities | 6.0% | $31,478,559 |
| Industrials | 5.5% | $29,157,484 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BTE | Baytex Energy Corp. | +3,526,048 | 12,771,506 | $51,086,024 | |
| PTEN | Patterson Uti Energy Inc | +1,473,276 | 5,852,934 | $53,729,934 | |
| XPRO | Expro Ltd | +1,345,463 | 2,826,437 | $41,746,474 | |
| SM | SM Energy Co | +755,229 | 2,040,529 | $53,257,806 | |
| AR | ANTERO RESOURCES Corp | +430,133 | 1,336,461 | $46,963,239 | |
| SDRL | SEADRILL Ltd | +408,410 | 1,305,349 | $49,368,299 | |
| NRG | Nrg Energy, Inc. | +36,796 | 215,518 | $31,478,559 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TALO | Talos Energy Inc. | −938,240 | 2,094,452 | $27,039,375 | |
| WTTR | Select Water Solutions, Inc. | −562,421 | 2,015,969 | $40,279,060 | |
| PR | Permian Resources Corp | −349,008 | 2,117,933 | $38,991,146 | |
| WFRD | Weatherford International plc | −199,080 | 366,929 | $29,904,713 | |
| MTZ | Mastec Inc | −31,510 | 70,080 | $29,157,484 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AESI | Atlas Energy Solutions Inc. | 2,104,940 | $34,963,053 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PTEN |
Patterson Uti Energy Inc
Energy
|
Added | 5,852,934 | $53,729,934 | 10.18% | |
| SM |
SM Energy Co
Energy
|
Added | 2,040,529 | $53,257,806 | 10.09% | |
| BTE |
Baytex Energy Corp.
Energy
|
Added | 12,771,506 | $51,086,024 | 9.68% | |
| SDRL |
SEADRILL Ltd
Energy
|
Added | 1,305,349 | $49,368,299 | 9.35% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
Added | 1,336,461 | $46,963,239 | 8.90% | |
| XPRO |
Expro Ltd
Energy
|
Added | 2,826,437 | $41,746,474 | 7.91% | |
| WTTR |
Select Water Solutions, Inc.
Energy
|
Reduced | 2,015,969 | $40,279,060 | 7.63% | |
| PR |
Permian Resources Corp
Energy
|
Reduced | 2,117,933 | $38,991,146 | 7.39% | |
| AESI |
Atlas Energy Solutions Inc.
Energy
|
NEW | 2,104,940 | $34,963,053 | 6.62% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 215,518 | $31,478,559 | 5.96% | |
| WFRD |
Weatherford International plc
Energy
|
Reduced | 366,929 | $29,904,713 | 5.66% | |
| MTZ |
Mastec Inc
Industrials
|
Reduced | 70,080 | $29,157,484 | 5.52% | |
| TALO |
Talos Energy Inc.
Energy
|
Reduced | 2,094,452 | $27,039,375 | 5.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.