Cambrian Capital Limited Partnership as of Dec. 31, 2013
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 52 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Natural Resources | 7.1 | $28M | 154k | 184.07 | |
| Freeport-McMoRan Copper & Gold (FCX) | 6.3 | $25M | 664k | 37.74 | |
| Anadarko Petroleum Corporation | 5.3 | $21M | 268k | 79.32 | |
| Rio Tinto (RIO) | 5.2 | $21M | 365k | 56.43 | |
| Concho Resources | 3.6 | $15M | 135k | 108.00 | |
| Halliburton Company (HAL) | 3.6 | $14M | 282k | 50.75 | |
| National-Oilwell Var | 3.6 | $14M | 180k | 79.53 | |
| Occidental Petroleum Corporation (OXY) | 3.4 | $14M | 142k | 95.10 | |
| Industries N shs - a - (LYB) | 3.2 | $13M | 161k | 80.28 | |
| Suncor Energy (SU) | 3.1 | $12M | 352k | 35.05 | |
| Schlumberger (SLB) | 3.0 | $12M | 131k | 90.11 | |
| Cameco Corporation (CCJ) | 2.7 | $11M | 517k | 20.77 | |
| Walter Energy | 2.7 | $11M | 640k | 16.63 | |
| Oceaneering International (OII) | 2.6 | $11M | 133k | 78.88 | |
| BHP Billiton (BHP) | 2.6 | $10M | 152k | 68.20 | |
| Phillips 66 (PSX) | 2.4 | $9.5M | 123k | 77.13 | |
| Imperial Oil (IMO) | 2.1 | $8.4M | 190k | 44.23 | |
| Silver Wheaton Corp | 2.0 | $8.1M | 401k | 20.19 | |
| Valero Energy Corporation (VLO) | 1.9 | $7.7M | 153k | 50.40 | |
| Mosaic (MOS) | 1.9 | $7.7M | 162k | 47.27 | |
| Chevron Corporation (CVX) | 1.9 | $7.5M | 60k | 124.90 | |
| Talisman Energy Inc Com Stk | 1.9 | $7.4M | 634k | 11.65 | |
| EQT Corporation (EQT) | 1.8 | $7.2M | 81k | 89.78 | |
| EOG Resources (EOG) | 1.7 | $6.8M | 41k | 167.84 | |
| Bill Barrett Corporation | 1.7 | $6.6M | 247k | 26.78 | |
| Cameron International Corporation | 1.5 | $6.1M | 103k | 59.53 | |
| Barrick Gold Corp (GOLD) | 1.3 | $5.2M | 293k | 17.63 | |
| Gran Tierra Energy | 1.3 | $5.2M | 706k | 7.31 | |
| ArcelorMittal | 1.3 | $5.0M | 281k | 17.84 | |
| Moly | 1.2 | $4.8M | 863k | 5.62 | |
| Golar Lng (GLNG) | 1.2 | $4.8M | 133k | 36.29 | |
| CONSOL Energy | 1.2 | $4.7M | 124k | 38.04 | |
| Franco-Nevada Corporation (FNV) | 1.1 | $4.3M | 106k | 40.74 | |
| Cloud Peak Energy | 1.0 | $4.0M | 220k | 18.00 | |
| Tronox | 1.0 | $3.9M | 170k | 23.07 | |
| Range Resources (RRC) | 0.9 | $3.8M | 45k | 84.32 | |
| Southwestern Energy Company | 0.9 | $3.6M | 93k | 39.33 | |
| Weatherford International Lt reg | 0.9 | $3.6M | 232k | 15.49 | |
| Triangle Petroleum Corporation | 0.8 | $3.4M | 404k | 8.32 | |
| Gaslog | 0.8 | $3.3M | 191k | 17.09 | |
| Eni S.p.A. (E) | 0.8 | $3.1M | 65k | 48.49 | |
| Petroleo Brasileiro SA (PBR.A) | 0.7 | $2.8M | 187k | 14.69 | |
| Emerald Oil | 0.7 | $2.7M | 358k | 7.66 | |
| ETFS Physical Platinum Shares | 0.7 | $2.6M | 19k | 133.87 | |
| iShares Silver Trust (SLV) | 0.6 | $2.5M | 133k | 18.71 | |
| Yamana Gold | 0.5 | $2.0M | 235k | 8.62 | |
| Cobalt Intl Energy | 0.5 | $1.9M | 119k | 16.45 | |
| Pdc Energy | 0.5 | $1.9M | 35k | 53.21 | |
| Platinum Group Metals | 0.4 | $1.7M | 1.4M | 1.17 | |
| Sociedad Quimica y Minera (SQM) | 0.4 | $1.5M | 57k | 25.88 | |
| Peabody Energy Corporation | 0.2 | $854k | 44k | 19.52 | |
| Allied Nevada Gold | 0.1 | $561k | 158k | 3.55 |
