Cambrian Capital Limited Partnership as of June 30, 2019
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 33 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) | 10.4 | $7.3M | 72k | 101.53 | |
| Continental Resources | 6.1 | $4.3M | 96k | 44.77 | |
| Texas Pac Ld Tr Sub Ctf Prop I T | 6.1 | $4.3M | 5.6k | 773.69 | |
| California Res Corp Com New | 5.9 | $4.1M | 161k | 25.71 | |
| Concho Resources | 5.8 | $4.0M | 37k | 110.97 | |
| Range Resources (RRC) | 5.0 | $3.5M | 309k | 11.24 | |
| Anadarko Petroleum Corporation | 4.9 | $3.4M | 75k | 45.48 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 4.4 | $3.1M | 145k | 21.09 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.4 | $3.1M | 117k | 26.10 | |
| Canadian Natural Resources (CNQ) | 4.2 | $2.9M | 107k | 27.50 | |
| Rio Tinto Sponsored Adr (RIO) | 3.7 | $2.6M | 44k | 58.85 | |
| Halliburton Company (HAL) | 3.7 | $2.6M | 87k | 29.30 | |
| Pioneer Natural Resources (PXD) | 3.6 | $2.5M | 17k | 152.30 | |
| Centennial Resource Dev Cl A | 3.5 | $2.5M | 282k | 8.79 | |
| Nexgen Energy (NXE) | 3.5 | $2.5M | 1.5M | 1.62 | |
| Franco-Nevada Corporation (FNV) | 3.3 | $2.3M | 31k | 75.06 | |
| Albemarle Corporation (ALB) | 3.2 | $2.2M | 28k | 81.97 | |
| Wheaton Precious Metals Corp (WPM) | 2.5 | $1.7M | 73k | 23.82 | |
| HudBay Minerals (HBM) | 2.1 | $1.5M | 205k | 7.14 | |
| Crescent Point Energy Trust (CPG) | 2.1 | $1.4M | 443k | 3.24 | |
| Cheniere Energy Com New (LNG) | 1.7 | $1.2M | 18k | 68.37 | |
| Schlumberger (SLB) | 1.7 | $1.2M | 27k | 43.58 | |
| Teck Resources CL B (TECK) | 1.6 | $1.1M | 47k | 23.18 | |
| Antero Res (AR) | 1.3 | $916k | 104k | 8.83 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 1.2 | $822k | 59k | 14.00 | |
| Gulfport Energy Corp Com New | 0.7 | $466k | 58k | 8.02 | |
| Callon Pete Co Del Com Stk | 0.6 | $447k | 59k | 7.55 | |
| Noble Corp Shs Usd | 0.6 | $419k | 146k | 2.87 | |
| Turquoisehillres | 0.6 | $411k | 248k | 1.66 | |
| Weatherford Intl Ord Shs | 0.5 | $381k | 546k | 0.70 | |
| Alamos Gold Com Cl A (AGI) | 0.5 | $323k | 64k | 5.09 | |
| Gaslog SHS | 0.4 | $267k | 15k | 17.45 | |
| Gaslog Partners Unit Ltd Ptnrp | 0.3 | $242k | 11k | 22.62 |
