Cambrian Capital Limited Partnership as of March 31, 2018
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 34 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rsp Permian | 8.2 | $6.4M | 136k | 46.88 | |
| Continental Resources | 7.3 | $5.7M | 96k | 58.95 | |
| Parsley Energy Inc-class A | 7.2 | $5.6M | 192k | 28.99 | |
| Energen Corporation | 6.7 | $5.2M | 83k | 62.86 | |
| Diamondback Energy (FANG) | 6.1 | $4.7M | 37k | 126.52 | |
| Anadarko Petroleum Corporation | 5.8 | $4.5M | 75k | 60.41 | |
| Cabot Oil & Gas Corporation (CTRA) | 5.2 | $4.0M | 169k | 23.98 | |
| Pioneer Natural Resources (PXD) | 5.0 | $3.9M | 23k | 171.80 | |
| Texas Pacific Land Trust | 4.3 | $3.4M | 6.7k | 505.41 | |
| Halliburton Company (HAL) | 4.1 | $3.2M | 68k | 46.94 | |
| Schlumberger (SLB) | 4.0 | $3.1M | 48k | 64.79 | |
| Concho Resources | 3.5 | $2.7M | 18k | 150.32 | |
| Nexgen Energy (NXE) | 3.3 | $2.6M | 1.5M | 1.70 | |
| Albemarle Corporation (ALB) | 3.3 | $2.5M | 28k | 92.75 | |
| Franco-Nevada Corporation (FNV) | 2.7 | $2.1M | 31k | 68.39 | |
| Earthstone Energy | 2.6 | $2.0M | 199k | 10.12 | |
| Range Resources (RRC) | 2.5 | $1.9M | 132k | 14.54 | |
| Golar Lng (GLNG) | 2.4 | $1.8M | 67k | 27.36 | |
| Wheaton Precious Metals Corp (WPM) | 1.9 | $1.5M | 73k | 20.37 | |
| HudBay Minerals (HBM) | 1.9 | $1.5M | 205k | 7.10 | |
| California Res Corp | 1.8 | $1.4M | 82k | 17.15 | |
| Resolute Energy | 1.6 | $1.3M | 37k | 34.65 | |
| Cheniere Energy (LNG) | 1.2 | $940k | 18k | 53.47 | |
| Pretium Res Inc Com Isin# Ca74 | 1.1 | $823k | 124k | 6.66 | |
| Rio Tinto (RIO) | 1.0 | $788k | 15k | 51.50 | |
| Weatherford Intl Plc ord | 0.9 | $703k | 307k | 2.29 | |
| San Juan Basin Royalty Trust (SJT) | 0.8 | $590k | 75k | 7.90 | |
| Select Energy Svcs Inc cl a (WTTR) | 0.7 | $568k | 45k | 12.62 | |
| Gastar Exploration | 0.7 | $562k | 827k | 0.68 | |
| Jones Energy Inc A | 0.7 | $519k | 649k | 0.80 | |
| Nevsun Res | 0.4 | $328k | 138k | 2.38 | |
| Gaslog | 0.3 | $252k | 15k | 16.47 | |
| Gaslog Partners | 0.3 | $249k | 11k | 23.27 | |
| Golar Lng Partners Lp unit | 0.3 | $222k | 13k | 17.08 |
