Managers / Q4 2024 · view latest →
Webs Creek Capital Management LP
CIK 0001825309 · 3131 TURTLE CREEK BLVD., SUITE 880, DALLAS, TX, 75219 · 972-850-0081
Summary
Webs Creek Capital Management LP reported $415M in U.S.-listed holdings across 14 positions for Q4 2024.
Its largest position, OVV, represents 13.0% of the portfolio.
Compared with Q3 2024, the fund opened 5 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 75.2% · $312M
- Other · 17.7% · $74M
- ADR · 7.1% · $29M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| OVVOVINTIV INC | NEW | +1.34M | 1.34M | +$54M | $54M |
| ARANTERO RESOURCES CORP | NEW | +1.27M | 1.27M | +$45M | $45M |
| MTDRMATADOR RES CO | NEW | +673.5K | 673.5K | +$38M | $38M |
| FLNCFLUENCE ENERGY INC | NEW | +952.0K | 952.0K | +$15M | $15M |
| TEFREYR BATTERY INC | NEW | +800.0K | 800.0K | +$2M | $2M |
| GFRGREENFIRE RES LTD NEW | ADDED | +255.0K | 355.0K | +$2M | $3M |
| NEXTNEXTDECADE CORP | ADDED | +165.0K | 285.0K | +$2M | $2M |
| VEREN INC | SOLD OUT | −4.70M | 0 | −$29M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | OVVOVINTIV INChistory → | COM | 13.04% | $54M | 1.34M |
| 2 | PRPERMIAN RESOURCES CORPhistory → | CLASS A COM | 12.93% | $54M | 3.73M |
| 3 | ARANTERO RESOURCES CORPhistory → | COM | 10.73% | $45M | 1.27M |
| 4 | EQTEQT CORPhistory → | COM | 10.31% | $43M | 927.7K |
| 5 | TECHNIPFMC PLC | COM | 9.36% | $39M | 1.34M |
| 6 | MTDRMATADOR RES COhistory → | COM | 9.13% | $38M | 673.5K |
| 7 | SEADRILL 2021 LTD | COM | 8.37% | $35M | 892.1K |
| 8 | WTTRSELECT WATER SOLUTIONS INChistory → | CL A COM | 7.52% | $31M | 2.35M |
| 9 | VISTA ENERGY SAB DE CV | SPONSORED ADS | 7.10% | $29M | 544.0K |
| 10 | GEVGE VERNOVA INChistory → | COM | 6.24% | $26M | 78.6K |
| 11 | FLNCFLUENCE ENERGY INChistory → | COM CL A | 3.64% | $15M | 952.0K |
| 12 | GFRGREENFIRE RES LTD NEW | COM SHS | 0.60% | $3M | 355.0K |
| 13 | NEXTNEXTDECADE CORP | COM | 0.53% | $2M | 285.0K |
| 14 | TEFREYR BATTERY INC | COM NEW | 0.50% | $2M | 800.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $578M | 14 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $559M | 21 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $480M | 18 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $466M | 18 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $442M | 17 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $415M | 14 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $281M | 13 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $295M | 14 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $247M | 11 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $217M | 11 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $224M | 10 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $145M | 11 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $143M | 11 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $119M | 10 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.