Cambrian Capital

Cambrian Capital as of Dec. 31, 2012

Portfolio Holdings for Cambrian Capital

Cambrian Capital holds 63 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Freeport-McMoRan Copper & Gold (FCX) 5.4 $34M 979k 34.20
Pioneer Natural Resources (PXD) 5.2 $32M 303k 106.60
Rio Tinto (RIO) 4.5 $28M 479k 58.09
National-Oilwell Var 3.8 $24M 343k 68.35
Halliburton Company (HAL) 3.4 $21M 617k 34.69
Royal Dutch Shell 3.4 $21M 310k 68.95
Anadarko Petroleum Corporation 3.2 $20M 265k 74.31
Industries N shs - a - (LYB) 3.1 $19M 340k 57.09
Cabot Oil & Gas Corporation (CTRA) 3.1 $19M 386k 49.74
Occidental Petroleum Corporation (OXY) 3.0 $19M 248k 76.61
Suncor Energy (SU) 3.0 $19M 576k 32.98
BHP Billiton (BHP) 2.7 $17M 214k 78.42
Cenovus Energy (CVE) 2.6 $16M 487k 33.54
Imperial Oil (IMO) 2.6 $16M 371k 43.00
Mosaic (MOS) 2.5 $16M 273k 56.63
Schlumberger (SLB) 2.5 $15M 222k 69.30
Allied Nevada Gold 2.3 $14M 466k 30.13
Silver Wheaton Corp 2.2 $14M 385k 36.08
Oceaneering International (OII) 2.1 $13M 244k 53.79
Concho Resources 2.1 $13M 161k 80.56
Talisman Energy Inc Com Stk 1.8 $11M 998k 11.33
Peabody Energy Corporation 1.8 $11M 408k 26.61
Valero Energy Corporation (VLO) 1.6 $9.8M 288k 34.12
Cameron International Corporation 1.6 $9.7M 172k 56.46
Southwestern Energy Company (SWN) 1.4 $8.8M 262k 33.41
Dow Chemical Company 1.4 $8.6M 267k 32.33
CONSOL Energy 1.4 $8.5M 264k 32.10
Cameco Corporation (CCJ) 1.3 $8.3M 422k 19.72
Apache Corporation 1.3 $8.0M 102k 78.50
Phillips 66 (PSX) 1.3 $7.9M 148k 53.10
Cliffs Natural Resources 1.2 $7.2M 188k 38.57
Marathon Oil Corporation (MRO) 1.1 $6.9M 227k 30.66
Denbury Resources 1.1 $6.8M 422k 16.20
Devon Energy Corporation (DVN) 1.1 $6.5M 126k 52.04
iShares Silver Trust (SLV) 1.0 $6.0M 205k 29.37
Triangle Petroleum Corporation 0.9 $5.9M 982k 5.99
Statoil ASA 0.9 $5.9M 235k 25.04
Patterson-UTI Energy (PTEN) 0.9 $5.7M 306k 18.63
Chevron Corporation (CVX) 0.9 $5.7M 53k 108.13
ETFS Physical Platinum Shares 0.9 $5.6M 37k 151.37
Eni S.p.A. (E) 0.9 $5.4M 110k 49.14
SPDR Gold Trust (GLD) 0.8 $5.3M 33k 162.00
Weatherford International Lt reg 0.8 $5.3M 471k 11.19
Range Resources (RRC) 0.8 $5.0M 79k 62.83
Chesapeake Energy Corporation 0.8 $5.0M 298k 16.62
Gran Tierra Energy 0.8 $4.8M 869k 5.51
New Gold Inc Cda (NGD) 0.7 $4.6M 420k 11.03
Laredo Petroleum Holdings 0.7 $4.5M 250k 18.16
Yamana Gold 0.7 $4.3M 251k 17.21
Ensco Plc Shs Class A 0.7 $4.3M 72k 59.28
Noble Corporation Com Stk 0.7 $4.2M 121k 34.82
Rowan Companies 0.7 $4.2M 135k 31.27
Semgroup Corp cl a 0.5 $3.3M 85k 39.08
Moly 0.5 $3.1M 325k 9.44
Platinum Group Metals 0.4 $2.5M 3.0M 0.82
Approach Resources 0.4 $2.4M 95k 25.01
Green Plains Renewable Energy (GPRE) 0.3 $2.1M 267k 7.91
Pdc Energy 0.3 $2.0M 59k 33.21
Emerald Oil 0.3 $1.9M 357k 5.24
Total (TTE) 0.2 $1.6M 30k 52.00
Plains Exploration & Production Company 0.2 $1.2M 25k 46.94
Energy Xxi 0.1 $817k 25k 32.17
Midway Gold Corp 0.1 $554k 399k 1.39