Cambrian Capital Limited Partnership as of March 31, 2014
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 50 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Natural Resources | 5.6 | $22M | 118k | 187.14 | |
| Anadarko Petroleum Corporation | 5.5 | $22M | 257k | 84.76 | |
| Freeport-McMoRan Copper & Gold (FCX) | 5.2 | $20M | 614k | 33.07 | |
| Concho Resources | 4.0 | $16M | 129k | 122.50 | |
| Halliburton Company (HAL) | 3.6 | $14M | 239k | 58.89 | |
| EOG Resources (EOG) | 3.6 | $14M | 72k | 196.17 | |
| Industries N shs - a - (LYB) | 3.5 | $14M | 154k | 88.94 | |
| Imperial Oil (IMO) | 3.4 | $14M | 290k | 46.55 | |
| Schlumberger (SLB) | 3.4 | $13M | 136k | 97.50 | |
| Oceaneering International (OII) | 3.2 | $13M | 175k | 71.86 | |
| Chevron Corporation (CVX) | 3.2 | $13M | 105k | 118.91 | |
| Crescent Point Energy Trust | 3.2 | $13M | 342k | 36.51 | |
| Phillips 66 (PSX) | 3.1 | $12M | 159k | 77.06 | |
| National-Oilwell Var | 3.1 | $12M | 157k | 77.87 | |
| Suncor Energy (SU) | 3.0 | $12M | 337k | 34.96 | |
| Cameco Corporation (CCJ) | 2.9 | $12M | 504k | 22.90 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.7 | $11M | 312k | 33.88 | |
| EQT Corporation (EQT) | 2.5 | $10M | 103k | 96.97 | |
| Rio Tinto (RIO) | 2.5 | $9.9M | 178k | 55.83 | |
| BHP Billiton (BHP) | 2.5 | $9.9M | 145k | 67.77 | |
| Us Natural Gas Fd Etf | 2.5 | $9.8M | 400k | 24.42 | |
| Silver Wheaton Corp | 2.2 | $8.7M | 384k | 22.70 | |
| Peabody Energy Corporation | 2.1 | $8.4M | 515k | 16.34 | |
| Talisman Energy Inc Com Stk | 2.1 | $8.3M | 831k | 9.98 | |
| Oasis Petroleum | 1.6 | $6.3M | 150k | 41.73 | |
| Cameron International Corporation | 1.5 | $6.1M | 98k | 61.77 | |
| Golar Lng (GLNG) | 1.3 | $5.3M | 127k | 41.69 | |
| Barrick Gold Corp (GOLD) | 1.3 | $5.0M | 281k | 17.83 | |
| CONSOL Energy | 1.2 | $4.8M | 119k | 39.95 | |
| Franco-Nevada Corporation (FNV) | 1.2 | $4.7M | 102k | 45.86 | |
| ArcelorMittal | 1.1 | $4.3M | 269k | 16.15 | |
| Gaslog | 1.1 | $4.3M | 183k | 23.29 | |
| Walter Energy | 1.0 | $4.0M | 535k | 7.56 | |
| Weatherford International Lt reg | 1.0 | $3.9M | 222k | 17.36 | |
| Tronox | 0.9 | $3.7M | 154k | 23.77 | |
| Range Resources (RRC) | 0.9 | $3.6M | 43k | 82.97 | |
| Petroleo Brasileiro SA (PBR.A) | 0.9 | $3.4M | 244k | 13.87 | |
| Moly | 0.9 | $3.4M | 723k | 4.69 | |
| Turquoisehillres | 0.8 | $3.1M | 920k | 3.33 | |
| Gran Tierra Energy | 0.8 | $3.0M | 396k | 7.48 | |
| ETFS Physical Platinum Shares | 0.6 | $2.5M | 18k | 138.10 | |
| iShares Silver Trust (SLV) | 0.6 | $2.4M | 127k | 19.04 | |
| Goodrich Petroleum Corporation | 0.6 | $2.4M | 151k | 15.82 | |
| Pdc Energy | 0.6 | $2.2M | 35k | 62.27 | |
| Texas Pacific Land Trust | 0.5 | $2.1M | 16k | 129.51 | |
| Sociedad Quimica y Minera (SQM) | 0.4 | $1.7M | 54k | 31.75 | |
| Platinum Group Metals | 0.3 | $1.4M | 1.4M | 1.01 | |
| Solazyme | 0.2 | $805k | 69k | 11.62 | |
| Allied Nevada Gold | 0.2 | $681k | 158k | 4.31 | |
| GreenHunter Energy | 0.1 | $337k | 347k | 0.97 |
