Webs Creek Capital Management LP: SM ENERGY COMPANY (SM): Quarterly 13F Position History
As of Q2 2026, Webs Creek Capital Management LP reported 2,040,529 shares of SM ENERGY COMPANY (SM), worth $53.3M and representing 10.1% of its 13F equity book. Quarter-over-quarter share count change: + 755,229 (+58.8%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 2,040,529Shares Held (Latest Filing)
- $53.3MReported Market Value (Latest Filing)
- 10.1%Portfolio Weight (% of 13F Equity Book)
- +755,229Quarter-over-Quarter Share Change
- +$13.2MQuarter-over-Quarter Value Change
- 2,040,529Peak Reported Shares (Historical)
Recent initiation: Webs Creek Capital Management LP first reported SM on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,040,529 | +755,229 | +58.8% | $53.3M | 10.1% | $26.1 |
| Q1 2026 | 1,285,300 | – | – | $40.1M | 6.9% | $31.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Webs Creek Capital Management LP first disclose a SM position in 13F-HR filings?
Webs Creek Capital Management LP first reported SM ENERGY COMPANY (SM) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Webs Creek Capital Management LP's most recent quarter-over-quarter share-count change in SM?
Between Q1 2026 and Q2 2026, Webs Creek Capital Management LP added 755,229 shares of SM (+58.8%), bringing the total reported position to 2,040,529 shares at a market value of $53.3M.
Does the implied price-per-share represent Webs Creek Capital Management LP's cost basis in SM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.