Cambrian Capital Limited Partnership as of Dec. 31, 2014
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 40 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anadarko Petroleum Corporation | 8.4 | $24M | 294k | 82.50 | |
| Pioneer Natural Resources (PXD) | 7.5 | $22M | 145k | 148.85 | |
| Canadian Natural Resources (CNQ) | 6.1 | $18M | 567k | 30.88 | |
| Range Resources (RRC) | 5.8 | $17M | 314k | 53.45 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.6 | $13M | 444k | 29.61 | |
| BHP Billiton (BHP) | 4.5 | $13M | 271k | 47.32 | |
| EOG Resources (EOG) | 4.1 | $12M | 127k | 92.07 | |
| Concho Resources | 3.7 | $11M | 107k | 99.75 | |
| Chevron Corporation (CVX) | 3.7 | $11M | 95k | 112.18 | |
| EQT Corporation (EQT) | 3.7 | $11M | 139k | 75.70 | |
| Imperial Oil (IMO) | 3.4 | $9.6M | 224k | 43.03 | |
| Suncor Energy (SU) | 3.2 | $9.3M | 292k | 31.78 | |
| Schlumberger (SLB) | 3.1 | $8.9M | 105k | 85.41 | |
| Cameco Corporation (CCJ) | 3.0 | $8.6M | 524k | 16.41 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.7 | $7.8M | 334k | 23.36 | |
| National-Oilwell Var | 2.6 | $7.6M | 116k | 65.53 | |
| Crescent Point Energy Trust (CPG) | 2.4 | $7.0M | 301k | 23.16 | |
| Oceaneering International (OII) | 2.4 | $6.9M | 118k | 58.81 | |
| Industries N shs - a - (LYB) | 2.3 | $6.6M | 83k | 79.39 | |
| Halliburton Company (HAL) | 2.2 | $6.4M | 163k | 39.33 | |
| Silver Wheaton Corp | 1.9 | $5.4M | 268k | 20.33 | |
| Phillips 66 (PSX) | 1.9 | $5.4M | 75k | 71.70 | |
| Antero Res (AR) | 1.8 | $5.3M | 130k | 40.58 | |
| Rio Tinto (RIO) | 1.7 | $5.0M | 109k | 46.06 | |
| Franco-Nevada Corporation (FNV) | 1.7 | $4.9M | 99k | 49.19 | |
| Diamondback Energy (FANG) | 1.5 | $4.3M | 72k | 59.78 | |
| Golar Lng (GLNG) | 1.3 | $3.7M | 101k | 36.47 | |
| Tronox | 1.0 | $2.9M | 120k | 23.88 | |
| Turquoisehillres | 1.0 | $2.9M | 920k | 3.10 | |
| Texas Pacific Land Trust | 0.9 | $2.5M | 21k | 118.02 | |
| Gran Tierra Energy | 0.8 | $2.4M | 616k | 3.85 | |
| Weatherford Intl Plc ord | 0.8 | $2.3M | 200k | 11.45 | |
| CONSOL Energy | 0.7 | $2.1M | 61k | 33.82 | |
| iShares Silver Trust (SLV) | 0.7 | $1.9M | 127k | 15.06 | |
| Dominion Diamond Corp foreign | 0.7 | $1.9M | 107k | 17.96 | |
| New Gold Inc Cda (NGD) | 0.6 | $1.7M | 388k | 4.30 | |
| InterOil Corporation | 0.5 | $1.3M | 28k | 48.80 | |
| Royal Gold (RGLD) | 0.5 | $1.3M | 21k | 62.69 | |
| Pdc Energy | 0.4 | $1.3M | 31k | 41.28 | |
| Solazyme | 0.2 | $619k | 240k | 2.58 |
