Cambrian Capital Limited Partnership as of March 31, 2015
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 45 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Natural Resources | 8.5 | $24M | 145k | 163.51 | |
| Anadarko Petroleum Corporation | 5.8 | $16M | 196k | 82.81 | |
| EOG Resources (EOG) | 5.2 | $15M | 159k | 91.69 | |
| Canadian Natural Resources (CNQ) | 4.8 | $14M | 439k | 30.71 | |
| Imperial Oil Com New (IMO) | 4.6 | $13M | 325k | 39.88 | |
| Bhp Billiton Sponsored Adr (BHP) | 4.5 | $13M | 271k | 46.47 | |
| Concho Resources | 4.5 | $12M | 107k | 115.92 | |
| Range Resources (RRC) | 3.9 | $11M | 207k | 52.04 | |
| Schlumberger (SLB) | 3.1 | $8.7M | 105k | 83.44 | |
| Suncor Energy (SU) | 3.1 | $8.5M | 292k | 29.25 | |
| EQT Corporation (EQT) | 3.0 | $8.3M | 100k | 82.87 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.9 | $8.1M | 275k | 29.53 | |
| Cameco Corporation (CCJ) | 2.6 | $7.3M | 524k | 13.93 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 2.6 | $7.3M | 83k | 87.80 | |
| Southwestern Energy Company | 2.6 | $7.3M | 313k | 23.19 | |
| Halliburton Company (HAL) | 2.6 | $7.1M | 163k | 43.88 | |
| Crescent Point Energy Trust | 2.4 | $6.7M | 301k | 22.34 | |
| Oceaneering International (OII) | 2.3 | $6.4M | 118k | 53.93 | |
| Freeport-mcmoran CL B (FCX) | 2.3 | $6.3M | 334k | 18.95 | |
| Chevron Corporation (CVX) | 2.3 | $6.3M | 60k | 104.98 | |
| Laredo Petroleum Holdings | 2.2 | $6.1M | 465k | 13.04 | |
| Phillips 66 (PSX) | 2.1 | $5.9M | 75k | 78.60 | |
| Diamondback Energy (FANG) | 2.0 | $5.5M | 72k | 76.84 | |
| Oasis Petroleum | 2.0 | $5.5M | 389k | 14.22 | |
| Silver Wheaton Corp | 1.8 | $5.1M | 268k | 19.02 | |
| Franco-Nevada Corporation (FNV) | 1.7 | $4.8M | 99k | 48.54 | |
| Rio Tinto Sponsored Adr (RIO) | 1.6 | $4.5M | 109k | 41.40 | |
| Dominion Diamond Corp foreign | 1.5 | $4.1M | 243k | 17.09 | |
| National-Oilwell Var | 1.5 | $4.1M | 82k | 49.99 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 1.2 | $3.4M | 101k | 33.28 | |
| Texas Pac Ld Tr Sub Ctf Prop I T | 1.1 | $3.0M | 21k | 144.86 | |
| Rsp Permian | 0.9 | $2.6M | 104k | 25.19 | |
| Weatherford Intl Ord Shs | 0.9 | $2.5M | 200k | 12.30 | |
| New Gold Inc Cda (NGD) | 0.8 | $2.4M | 697k | 3.39 | |
| Royal Gold (RGLD) | 0.8 | $2.2M | 35k | 63.11 | |
| Ishares Silver Trust Ishares (SLV) | 0.7 | $2.0M | 127k | 15.93 | |
| Gran Tierra Energy | 0.6 | $1.7M | 616k | 2.73 | |
| Pdc Energy | 0.6 | $1.7M | 31k | 54.04 | |
| Noble Energy | 0.5 | $1.4M | 29k | 48.91 | |
| Turquoisehillres | 0.5 | $1.4M | 447k | 3.12 | |
| InterOil Corporation | 0.5 | $1.3M | 28k | 46.12 | |
| HudBay Minerals (HBM) | 0.3 | $739k | 90k | 8.17 | |
| Advantage Oil & Gas | 0.2 | $674k | 126k | 5.36 | |
| Asanko Gold | 0.2 | $617k | 425k | 1.45 | |
| Solazyme | 0.2 | $488k | 171k | 2.86 |
