本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Webs Creek Capital Management LP (CIK 1825309) reported $528.0M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PTEN ($53.7M, 10.18%), SM ($53.3M, 10.09%), BTE ($51.1M, 9.68%), SDRL ($49.4M, 9.35%), AR ($47.0M, 8.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PTEN | PATTERSON-UTI ENERGY INC | $53.7M | 10.18% | 5.9M | Added |
| 2 | SM | SM ENERGY COMPANY | $53.3M | 10.09% | 2.0M | Added |
| 3 | BTE | BAYTEX ENERGY CORP | $51.1M | 9.68% | 12.8M | Added |
| 4 | SDRL | SEADRILL LTD | $49.4M | 9.35% | 1.3M | Added |
| 5 | AR | ANTERO RESOURCES CORP | $47.0M | 8.90% | 1.3M | Added |
| 6 | XPRO | EXPRO GROUP HOLDINGS NV | $41.7M | 7.91% | 2.8M | Added |
| 7 | WTTR | SELECT WATER SOLUTIONS INC | $40.3M | 7.63% | 2.0M | Trimmed |
| 8 | PR | PERMIAN RESOURCES CORP | $39.0M | 7.39% | 2.1M | Trimmed |
| 9 | AESI | ATLAS ENERGY SOLUTIONS INC | $35.0M | 6.62% | 2.1M | New |
| 10 | NRG | NRG ENERGY INC | $31.5M | 5.96% | 215,518 | Added |
| 11 | WFRD | WEATHERFORD INTL PLC | $29.9M | 5.66% | 366,929 | Trimmed |
| 12 | MTZ | MASTEC INC | $29.2M | 5.52% | 70,080 | Trimmed |
| 13 | TALO | TALOS ENERGY INC | $27.0M | 5.12% | 2.1M | Trimmed |
| 14 | OVV | OVINTIV INC | $0 | 0.00% | 0 | Exited |
| 15 | WHD | CACTUS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30