Cambrian Capital

Cambrian Capital Limited Partnership as of March 31, 2014

Portfolio Holdings for Cambrian Capital Limited Partnership

Cambrian Capital Limited Partnership holds 50 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pioneer Natural Resources (PXD) 5.6 $22M 118k 187.14
Anadarko Petroleum Corporation 5.5 $22M 257k 84.76
Freeport-McMoRan Copper & Gold (FCX) 5.2 $20M 614k 33.07
Concho Resources 4.0 $16M 129k 122.50
Halliburton Company (HAL) 3.6 $14M 239k 58.89
EOG Resources (EOG) 3.6 $14M 72k 196.17
Industries N shs - a - (LYB) 3.5 $14M 154k 88.94
Imperial Oil (IMO) 3.4 $14M 290k 46.55
Schlumberger (SLB) 3.4 $13M 136k 97.50
Oceaneering International (OII) 3.2 $13M 175k 71.86
Chevron Corporation (CVX) 3.2 $13M 105k 118.91
Crescent Point Energy Trust (CPG) 3.2 $13M 342k 36.51
Phillips 66 (PSX) 3.1 $12M 159k 77.06
National-Oilwell Var 3.1 $12M 157k 77.87
Suncor Energy (SU) 3.0 $12M 337k 34.96
Cameco Corporation (CCJ) 2.9 $12M 504k 22.90
Cabot Oil & Gas Corporation (CTRA) 2.7 $11M 312k 33.88
EQT Corporation (EQT) 2.5 $10M 103k 96.97
Rio Tinto (RIO) 2.5 $9.9M 178k 55.83
BHP Billiton (BHP) 2.5 $9.9M 145k 67.77
Us Natural Gas Fd Etf 2.5 $9.8M 400k 24.42
Silver Wheaton Corp 2.2 $8.7M 384k 22.70
Peabody Energy Corporation 2.1 $8.4M 515k 16.34
Talisman Energy Inc Com Stk 2.1 $8.3M 831k 9.98
Oasis Petroleum 1.6 $6.3M 150k 41.73
Cameron International Corporation 1.5 $6.1M 98k 61.77
Golar Lng (GLNG) 1.3 $5.3M 127k 41.69
Barrick Gold Corp (GOLD) 1.3 $5.0M 281k 17.83
CONSOL Energy 1.2 $4.8M 119k 39.95
Franco-Nevada Corporation (FNV) 1.2 $4.7M 102k 45.86
ArcelorMittal 1.1 $4.3M 269k 16.15
Gaslog 1.1 $4.3M 183k 23.29
Walter Energy 1.0 $4.0M 535k 7.56
Weatherford International Lt reg 1.0 $3.9M 222k 17.36
Tronox 0.9 $3.7M 154k 23.77
Range Resources (RRC) 0.9 $3.6M 43k 82.97
Petroleo Brasileiro SA (PBR.A) 0.9 $3.4M 244k 13.87
Moly 0.9 $3.4M 723k 4.69
Turquoisehillres 0.8 $3.1M 920k 3.33
Gran Tierra Energy 0.8 $3.0M 396k 7.48
ETFS Physical Platinum Shares 0.6 $2.5M 18k 138.10
iShares Silver Trust (SLV) 0.6 $2.4M 127k 19.04
Goodrich Petroleum Corporation 0.6 $2.4M 151k 15.82
Pdc Energy 0.6 $2.2M 35k 62.27
Texas Pacific Land Trust 0.5 $2.1M 16k 129.51
Sociedad Quimica y Minera (SQM) 0.4 $1.7M 54k 31.75
Platinum Group Metals 0.3 $1.4M 1.4M 1.01
Solazyme 0.2 $805k 69k 11.62
Allied Nevada Gold 0.2 $681k 158k 4.31
GreenHunter Energy 0.1 $337k 347k 0.97