Cambrian Capital Limited Partnership as of Sept. 30, 2013
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 54 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Natural Resources | 7.2 | $33M | 176k | 188.80 | |
| Anadarko Petroleum Corporation | 6.2 | $28M | 305k | 92.99 | |
| Freeport-McMoRan Copper & Gold (FCX) | 5.7 | $26M | 786k | 33.08 | |
| Rio Tinto (RIO) | 4.6 | $21M | 432k | 48.76 | |
| Occidental Petroleum Corporation (OXY) | 4.4 | $20M | 216k | 93.54 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.3 | $20M | 526k | 37.32 | |
| National-Oilwell Var | 3.4 | $16M | 202k | 78.11 | |
| Halliburton Company (HAL) | 3.3 | $15M | 317k | 48.15 | |
| Suncor Energy (SU) | 3.3 | $15M | 426k | 35.78 | |
| Concho Resources | 3.3 | $15M | 139k | 108.81 | |
| Industries N shs - a - (LYB) | 3.0 | $14M | 186k | 73.23 | |
| Schlumberger (SLB) | 2.8 | $13M | 146k | 88.36 | |
| Oceaneering International (OII) | 2.8 | $13M | 158k | 81.24 | |
| Cenovus Energy (CVE) | 2.7 | $13M | 418k | 29.85 | |
| BHP Billiton (BHP) | 2.6 | $12M | 180k | 66.50 | |
| Silver Wheaton Corp | 2.6 | $12M | 474k | 24.77 | |
| Imperial Oil (IMO) | 2.2 | $9.9M | 226k | 43.96 | |
| Walter Energy | 2.1 | $9.7M | 690k | 14.03 | |
| Mosaic (MOS) | 1.8 | $8.2M | 191k | 43.02 | |
| Phillips 66 (PSX) | 1.6 | $7.4M | 127k | 57.82 | |
| Bill Barrett Corporation | 1.5 | $7.0M | 279k | 25.11 | |
| Talisman Energy Inc Com Stk | 1.5 | $6.7M | 583k | 11.50 | |
| Cameron International Corporation | 1.5 | $6.7M | 115k | 58.37 | |
| Valero Energy Corporation (VLO) | 1.4 | $6.6M | 193k | 34.15 | |
| Barrick Gold Corp (GOLD) | 1.4 | $6.5M | 347k | 18.62 | |
| Franco-Nevada Corporation (FNV) | 1.2 | $5.7M | 126k | 45.26 | |
| Gran Tierra Energy | 1.2 | $5.6M | 791k | 7.09 | |
| Moly | 1.2 | $5.3M | 815k | 6.56 | |
| Tronox | 1.1 | $4.9M | 201k | 24.47 | |
| Cameco Corporation (CCJ) | 1.1 | $4.8M | 266k | 18.07 | |
| Chevron Corporation (CVX) | 1.0 | $4.8M | 39k | 121.50 | |
| CONSOL Energy | 1.0 | $4.8M | 142k | 33.65 | |
| ArcelorMittal | 1.0 | $4.5M | 331k | 13.67 | |
| Triangle Petroleum Corporation | 1.0 | $4.5M | 462k | 9.82 | |
| Approach Resources | 1.0 | $4.4M | 168k | 26.28 | |
| Dresser-Rand | 0.9 | $4.0M | 64k | 62.40 | |
| EQT Corporation (EQT) | 0.9 | $4.0M | 45k | 88.73 | |
| Weatherford International Lt reg | 0.9 | $4.0M | 261k | 15.33 | |
| Range Resources (RRC) | 0.8 | $3.8M | 51k | 75.90 | |
| Southwestern Energy Company | 0.8 | $3.8M | 104k | 36.38 | |
| Petroleo Brasileiro SA (PBR.A) | 0.8 | $3.5M | 211k | 16.73 | |
| Allied Nevada Gold | 0.7 | $3.4M | 818k | 4.18 | |
| Eni S.p.A. (E) | 0.7 | $3.3M | 73k | 46.03 | |
| iShares Silver Trust (SLV) | 0.7 | $3.3M | 159k | 20.90 | |
| Gulfport Energy Corporation | 0.7 | $3.2M | 50k | 64.34 | |
| ETFS Physical Platinum Shares | 0.7 | $3.1M | 23k | 137.34 | |
| Yamana Gold | 0.6 | $2.9M | 279k | 10.40 | |
| Emerald Oil | 0.6 | $2.9M | 403k | 7.19 | |
| Intrepid Potash | 0.6 | $2.8M | 178k | 15.68 | |
| Pdc Energy | 0.5 | $2.3M | 39k | 59.55 | |
| Cobalt Intl Energy | 0.4 | $1.8M | 73k | 24.86 | |
| Platinum Group Metals | 0.4 | $1.8M | 1.7M | 1.07 | |
| Peabody Energy Corporation | 0.2 | $863k | 50k | 17.26 | |
| Energy Xxi | 0.1 | $609k | 20k | 30.22 |
