Cambrian Capital Limited Partnership as of June 30, 2015
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 43 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pioneer Natural Resources | 6.4 | $14M | 101k | 138.69 | |
| Concho Resources | 5.6 | $12M | 107k | 113.86 | |
| Anadarko Petroleum Corporation | 4.9 | $11M | 138k | 78.06 | |
| EOG Resources (EOG) | 4.8 | $10M | 119k | 87.55 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.0 | $8.7M | 275k | 31.54 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 3.9 | $8.6M | 83k | 103.52 | |
| EQT Corporation (EQT) | 3.7 | $8.1M | 100k | 81.34 | |
| Schlumberger (SLB) | 3.5 | $7.7M | 89k | 86.19 | |
| Bhp Billiton Sponsored Adr (BHP) | 3.5 | $7.6M | 188k | 40.71 | |
| Southwestern Energy Company | 3.2 | $7.1M | 313k | 22.73 | |
| Halliburton Company (HAL) | 3.0 | $6.5M | 152k | 43.07 | |
| Phillips 66 (PSX) | 2.8 | $6.1M | 75k | 80.57 | |
| Newfield Exploration | 2.7 | $5.8M | 162k | 36.12 | |
| Oceaneering International (OII) | 2.5 | $5.5M | 118k | 46.59 | |
| Cameco Corporation (CCJ) | 2.5 | $5.5M | 383k | 14.28 | |
| Diamondback Energy (FANG) | 2.5 | $5.4M | 72k | 75.38 | |
| InterOil Corporation | 2.4 | $5.3M | 89k | 60.20 | |
| Imperial Oil Com New (IMO) | 2.4 | $5.2M | 135k | 38.62 | |
| Laredo Petroleum Holdings | 2.4 | $5.2M | 412k | 12.58 | |
| Oasis Petroleum | 2.4 | $5.2M | 326k | 15.85 | |
| Suncor Energy (SU) | 2.3 | $5.1M | 186k | 27.52 | |
| Range Resources (RRC) | 2.3 | $5.1M | 103k | 49.38 | |
| Crescent Point Energy Trust | 2.3 | $5.1M | 249k | 20.48 | |
| Encana Corp | 2.3 | $4.9M | 449k | 11.02 | |
| Franco-Nevada Corporation (FNV) | 2.2 | $4.7M | 99k | 47.65 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 2.1 | $4.7M | 101k | 46.80 | |
| Freeport-mcmoran CL B (FCX) | 2.1 | $4.7M | 250k | 18.62 | |
| Silver Wheaton Corp | 2.1 | $4.6M | 268k | 17.34 | |
| Sanchez Energy Corp C ommon stocks | 1.7 | $3.8M | 386k | 9.80 | |
| Dominion Diamond Corp foreign | 1.6 | $3.4M | 243k | 14.01 | |
| Rio Tinto Sponsored Adr (RIO) | 1.5 | $3.2M | 79k | 41.21 | |
| Texas Pac Ld Tr Sub Ctf Prop I T | 1.4 | $3.1M | 21k | 150.46 | |
| Rsp Permian | 1.3 | $2.9M | 104k | 28.11 | |
| Weatherford Intl Ord Shs | 1.0 | $2.2M | 178k | 12.27 | |
| Ishares Silver Trust Ishares (SLV) | 0.9 | $1.9M | 127k | 15.03 | |
| Turquoisehillres | 0.8 | $1.7M | 447k | 3.79 | |
| Pdc Energy | 0.8 | $1.7M | 31k | 53.65 | |
| Royal Gold (RGLD) | 0.6 | $1.4M | 22k | 61.58 | |
| Gran Tierra Energy | 0.5 | $1.2M | 396k | 2.98 | |
| Advantage Oil & Gas | 0.4 | $795k | 126k | 6.32 | |
| HudBay Minerals (HBM) | 0.3 | $753k | 90k | 8.33 | |
| Asanko Gold | 0.3 | $727k | 425k | 1.71 | |
| Solazyme | 0.2 | $536k | 171k | 3.14 |
