Cambrian Capital Limited Partnership as of June 30, 2019
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 29 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 11.2 | $7.8M | 72k | 108.97 | |
| Spdr Gold Trust Gold Shs Call Option (GLD) | 9.5 | $6.7M | 50k | 133.20 | |
| California Res Corp Com New | 8.6 | $6.0M | 306k | 19.68 | |
| Continental Resources | 5.5 | $3.8M | 91k | 42.09 | |
| Texas Pac Ld Tr Sub Ctf Prop I T | 5.1 | $3.6M | 4.6k | 787.03 | |
| Concho Resources | 5.1 | $3.6M | 35k | 103.18 | |
| Pioneer Natural Resources (PXD) | 4.3 | $3.0M | 20k | 153.86 | |
| Canadian Natural Resources (CNQ) | 4.1 | $2.9M | 107k | 26.97 | |
| Rio Tinto Sponsored Adr (RIO) | 3.9 | $2.7M | 44k | 62.34 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 3.8 | $2.7M | 145k | 18.48 | |
| Franco-Nevada Corporation (FNV) | 3.8 | $2.6M | 31k | 84.87 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.6 | $2.5M | 109k | 22.96 | |
| Nexgen Energy (NXE) | 3.4 | $2.4M | 1.5M | 1.57 | |
| Range Resources (RRC) | 3.1 | $2.2M | 309k | 6.98 | |
| Denbury Res Inc Del Debt 6.375%12/3 (Principal) | 3.0 | $2.1M | 3.3M | 0.65 | |
| Albemarle Corporation (ALB) | 2.8 | $1.9M | 28k | 70.42 | |
| Halliburton Company (HAL) | 2.6 | $1.8M | 79k | 22.74 | |
| Wheaton Precious Metals Corp (WPM) | 2.5 | $1.8M | 73k | 24.18 | |
| Crescent Point Energy Trust (CPG) | 2.1 | $1.5M | 443k | 3.30 | |
| Cheniere Energy Com New (LNG) | 1.7 | $1.2M | 18k | 68.43 | |
| HudBay Minerals (HBM) | 1.6 | $1.1M | 205k | 5.41 | |
| Schlumberger (SLB) | 1.6 | $1.1M | 27k | 39.74 | |
| Teck Resources CL B (TECK) | 1.6 | $1.1M | 47k | 23.06 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 1.5 | $1.1M | 59k | 18.21 | |
| Antero Res (AR) | 1.3 | $905k | 164k | 5.53 | |
| National Energy Services Reu SHS (NESR) | 1.2 | $870k | 100k | 8.70 | |
| Callon Pete Co Del Com Stk | 0.6 | $390k | 59k | 6.59 | |
| Alamos Gold Com Cl A (AGI) | 0.5 | $384k | 64k | 6.05 | |
| Gulfport Energy Corp Com New | 0.4 | $285k | 58k | 4.91 |
