Cambrian Capital Limited Partnership as of June 30, 2013
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 53 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Natural Resources | 6.4 | $31M | 213k | 144.75 | |
| Anadarko Petroleum Corporation | 5.9 | $28M | 330k | 85.93 | |
| Occidental Petroleum Corporation (OXY) | 4.8 | $23M | 260k | 89.23 | |
| Freeport-McMoRan Copper & Gold (FCX) | 4.7 | $23M | 817k | 27.61 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.6 | $22M | 311k | 71.02 | |
| Industries N shs - a - (LYB) | 3.8 | $18M | 275k | 66.26 | |
| Rio Tinto (RIO) | 3.7 | $18M | 432k | 41.08 | |
| Halliburton Company (HAL) | 3.6 | $17M | 417k | 41.72 | |
| National-Oilwell Var | 3.4 | $17M | 241k | 68.90 | |
| Suncor Energy (SU) | 3.1 | $15M | 502k | 29.49 | |
| Cenovus Energy (CVE) | 2.9 | $14M | 496k | 28.52 | |
| Oceaneering International (OII) | 2.9 | $14M | 193k | 72.20 | |
| Schlumberger (SLB) | 2.6 | $13M | 174k | 71.66 | |
| Concho Resources | 2.6 | $13M | 149k | 83.72 | |
| Phillips 66 (PSX) | 2.5 | $12M | 208k | 58.91 | |
| Royal Dutch Shell | 2.5 | $12M | 186k | 63.80 | |
| Mosaic (MOS) | 2.4 | $11M | 213k | 53.81 | |
| Valero Energy Corporation (VLO) | 2.3 | $11M | 313k | 34.77 | |
| BHP Billiton (BHP) | 2.1 | $10M | 180k | 57.66 | |
| Silver Wheaton Corp | 1.9 | $9.3M | 474k | 19.67 | |
| Bill Barrett Corporation | 1.9 | $9.0M | 445k | 20.22 | |
| Cameron International Corporation | 1.7 | $8.4M | 137k | 61.16 | |
| Southwestern Energy Company | 1.6 | $7.8M | 214k | 36.53 | |
| Talisman Energy Inc Com Stk | 1.6 | $7.6M | 662k | 11.43 | |
| Us Natural Gas Fd Etf | 1.6 | $7.6M | 400k | 18.95 | |
| Cameco Corporation (CCJ) | 1.4 | $6.6M | 320k | 20.66 | |
| Peabody Energy Corporation | 1.2 | $5.7M | 390k | 14.64 | |
| Allied Nevada Gold | 1.2 | $5.7M | 873k | 6.48 | |
| Walter Energy | 1.1 | $5.6M | 535k | 10.40 | |
| CONSOL Energy | 1.1 | $5.5M | 204k | 27.10 | |
| Chevron Corporation (CVX) | 1.1 | $5.5M | 46k | 118.34 | |
| Moly | 1.1 | $5.4M | 871k | 6.20 | |
| Franco-Nevada Corporation (FNV) | 1.1 | $5.1M | 143k | 35.77 | |
| Gran Tierra Energy | 1.1 | $5.1M | 841k | 6.01 | |
| Range Resources (RRC) | 1.0 | $4.7M | 61k | 77.32 | |
| Tronox | 0.9 | $4.6M | 228k | 20.15 | |
| EQT Corporation (EQT) | 0.9 | $4.2M | 53k | 79.36 | |
| Weatherford International Lt reg | 0.9 | $4.3M | 312k | 13.70 | |
| Dresser-Rand | 0.9 | $4.2M | 69k | 59.99 | |
| Triangle Petroleum Corporation | 0.8 | $3.9M | 562k | 7.01 | |
| Eni S.p.A. (E) | 0.8 | $3.8M | 92k | 41.04 | |
| ETFS Physical Platinum Shares | 0.7 | $3.5M | 27k | 131.08 | |
| Ensco Plc Shs Class A | 0.7 | $3.4M | 59k | 58.13 | |
| iShares Silver Trust (SLV) | 0.7 | $3.3M | 173k | 18.97 | |
| Emerald Oil | 0.7 | $3.3M | 475k | 6.86 | |
| Green Plains Renewable Energy (GPRE) | 0.6 | $3.1M | 230k | 13.32 | |
| Yamana Gold | 0.6 | $3.0M | 313k | 9.51 | |
| Pdc Energy | 0.5 | $2.6M | 50k | 51.47 | |
| Pbf Energy Inc cl a (PBF) | 0.5 | $2.5M | 95k | 25.91 | |
| Gulfport Energy Corporation | 0.5 | $2.4M | 50k | 47.10 | |
| ArcelorMittal | 0.5 | $2.2M | 200k | 11.20 | |
| Platinum Group Metals | 0.3 | $1.6M | 1.7M | 0.90 | |
| Energy Xxi | 0.1 | $530k | 24k | 22.18 |
