Cambrian Capital

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 (PXD) 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 (SWN) 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