Cambrian Capital

Cambrian Capital Limited Partnership as of Dec. 31, 2015

Portfolio Holdings for Cambrian Capital Limited Partnership

Cambrian Capital Limited Partnership holds 42 positions in its portfolio as reported in the December 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pioneer Natural Resources (PXD) 9.1 $11M 86k 125.38
Concho Resources 7.7 $9.2M 99k 92.86
Diamondback Energy (FANG) 6.3 $7.6M 113k 66.90
EOG Resources (EOG) 5.6 $6.7M 95k 70.79
Anadarko Petroleum Corporation 5.6 $6.6M 137k 48.58
Rsp Permian 5.3 $6.3M 258k 24.39
Continental Resources 4.2 $5.0M 220k 22.98
Schlumberger (SLB) 3.7 $4.4M 63k 69.75
InterOil Corporation 3.7 $4.4M 140k 31.42
Halliburton Company (HAL) 3.6 $4.3M 125k 34.04
EQT Corporation (EQT) 3.2 $3.8M 73k 52.13
Gener8 Maritime 3.1 $3.7M 388k 9.45
Range Resources (RRC) 2.8 $3.4M 137k 24.61
Cabot Oil & Gas Corporation (CTRA) 2.8 $3.3M 187k 17.69
Phillips 66 (PSX) 2.6 $3.1M 38k 81.80
Occidental Petroleum Corporation (OXY) 2.6 $3.1M 45k 67.62
Energen Corporation 2.5 $2.9M 71k 41.00
Pdc Energy 2.3 $2.8M 52k 53.38
Oceaneering International (OII) 2.1 $2.6M 68k 37.52
Dominion Diamond Corp foreign 2.1 $2.5M 243k 10.23
Cameco Corporation (CCJ) 1.8 $2.1M 169k 12.33
Texas Pacific Land Trust 1.5 $1.8M 14k 130.93
Encana Corp 1.5 $1.8M 351k 5.09
Industries N shs - a - (LYB) 1.4 $1.7M 20k 86.92
Franco-Nevada Corporation (FNV) 1.2 $1.4M 31k 45.74
Rio Tinto (RIO) 1.2 $1.4M 48k 29.12
Golar Lng (GLNG) 1.1 $1.3M 84k 15.79
Antero Res (AR) 1.1 $1.3M 58k 21.81
iShares Silver Trust (SLV) 1.1 $1.3M 96k 13.19
Weatherford Intl Plc ord 1.0 $1.2M 147k 8.39
Silver Wheaton Corp 1.0 $1.2M 97k 12.42
Gran Tierra Energy 0.9 $1.1M 522k 2.17
Turquoisehillres 0.7 $852k 336k 2.54
HudBay Minerals (HBM) 0.7 $793k 208k 3.82
Laredo Petroleum Holdings 0.5 $621k 78k 7.99
Royal Gold (RGLD) 0.5 $612k 17k 36.48
Freeport-McMoRan Copper & Gold (FCX) 0.5 $563k 83k 6.77
Advantage Oil & Gas 0.4 $523k 103k 5.08
Asanko Gold 0.4 $466k 319k 1.46
Triangle Petroleum Corporation 0.3 $365k 474k 0.77
Albemarle Corporation (ALB) 0.3 $325k 5.8k 56.03
Key Energy Services 0.2 $201k 419k 0.48