$119 Million is the total value of Webs Creek Capital Management LP's 10 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | PERMIAN RESOURCES CORP | $19,364,000 | – | 2,060,000 | +100.0% | 16.23% | – | |
| FANG | New | DIAMONDBACK ENERGY INC | $18,875,640 | – | 138,000 | +100.0% | 15.82% | – |
| WFRD | New | WEATHERFORD INTL PLC | $17,462,505 | – | 342,940 | +100.0% | 14.64% | – |
| FTI | New | TECHNIPFMC PLC | $17,309,800 | – | 1,420,000 | +100.0% | 14.51% | – |
| PDCE | New | PDC ENERGY INC | $9,599,001 | – | 151,213 | +100.0% | 8.05% | – |
| APA | New | APA CORPORATION | $9,336,000 | – | 200,000 | +100.0% | 7.83% | – |
| WTTR | New | SELECT ENERGY SVCS INC | $9,320,517 | – | 1,008,714 | +100.0% | 7.81% | – |
| KOS | New | KOSMOS ENERGY LTD | $8,904,000 | – | 1,400,000 | +100.0% | 7.46% | – |
| NEX | New | NEXTIER OILFIELD SOLUTIONS | $5,266,800 | – | 570,000 | +100.0% | 4.42% | – |
| OBELF | New | OBSIDIAN ENERGY LTD | $3,843,554 | – | 580,000 | +100.0% | 3.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PERMIAN RESOURCES CORP | 4 | Q3 2023 | 16.2% |
| WEATHERFORD INTL PLC | 4 | Q3 2023 | 14.6% |
| TECHNIPFMC PLC | 4 | Q3 2023 | 14.5% |
| CALLON PETE CO DEL | 3 | Q3 2023 | 14.0% |
| KOSMOS ENERGY LTD | 3 | Q2 2023 | 11.9% |
| DIAMOND OFFSHORE DRILLING INC | 3 | Q3 2023 | 10.6% |
| EXPRO GROUP HOLDINGS NV | 3 | Q3 2023 | 8.1% |
| DIAMONDBACK ENERGY INC | 2 | Q1 2023 | 15.8% |
| PDC ENERGY INC | 2 | Q1 2023 | 13.5% |
| MURPHY OIL CORP | 2 | Q3 2023 | 11.1% |
View Webs Creek Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Webs Creek Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.