Cambrian Capital

Cambrian Capital Limited Partnership as of Dec. 31, 2016

Portfolio Holdings for Cambrian Capital Limited Partnership

Cambrian Capital Limited Partnership holds 41 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 34.1 $67M 300k 223.53
SPDR S&P Oil & Gas Explore & Prod. 8.4 $17M 400k 41.42
Anadarko Petroleum Corporation 5.3 $10M 149k 69.73
Continental Resources 4.0 $7.8M 151k 51.54
InterOil Corporation 3.4 $6.7M 140k 47.58
Pdc Energy 3.0 $5.9M 82k 72.58
Diamondback Energy (FANG) 3.0 $5.8M 57k 101.06
Energen Corporation 2.6 $5.1M 88k 57.67
Pioneer Natural Resources (PXD) 2.5 $4.9M 27k 180.06
Concho Resources 2.5 $4.8M 36k 132.61
Cabot Oil & Gas Corporation (CTRA) 2.4 $4.7M 201k 23.36
Schlumberger (SLB) 2.0 $4.0M 48k 83.95
Oasis Petroleum 1.9 $3.8M 253k 15.14
Rsp Permian 1.9 $3.7M 83k 44.62
Halliburton Company (HAL) 1.9 $3.7M 68k 54.10
EOG Resources (EOG) 1.6 $3.2M 31k 101.09
Texas Pacific Land Trust 1.3 $2.6M 8.8k 296.78
Precision Drilling Corporation 1.3 $2.5M 460k 5.45
Weatherford Intl Plc ord 1.2 $2.5M 493k 4.99
Albemarle Corporation (ALB) 1.2 $2.4M 28k 86.08
Earthstone Energy 1.2 $2.3M 169k 13.74
Jones Energy Inc A 1.1 $2.2M 448k 5.00
National-Oilwell Var 1.0 $2.0M 54k 37.44
Range Resources (RRC) 1.0 $1.9M 57k 34.36
Silver Wheaton Corp 1.0 $1.9M 97k 19.32
Cheniere Energy (LNG) 0.9 $1.9M 45k 41.44
Franco-Nevada Corporation (FNV) 0.9 $1.9M 31k 59.77
Gran Tierra Energy 0.9 $1.8M 605k 3.02
Golar Lng (GLNG) 0.8 $1.5M 67k 22.94
QEP Resources 0.8 $1.5M 82k 18.41
iShares Silver Trust (SLV) 0.7 $1.4M 96k 15.11
Arch Coal Inc cl a 0.7 $1.3M 17k 78.03
HudBay Minerals (HBM) 0.6 $1.2M 205k 5.70
CF Industries Holdings (CF) 0.6 $1.1M 34k 31.49
Pretium Res Inc Com Isin# Ca74 0.4 $874k 106k 8.24
Cobalt Intl Energy Inc note 0.4 $780k 2.0M 0.39
Asanko Gold 0.4 $790k 258k 3.06
Alamos Gold Inc New Class A (AGI) 0.4 $713k 104k 6.84
Advantage Oil & Gas 0.3 $662k 98k 6.75
Rio Tinto (RIO) 0.3 $588k 15k 38.43
Nevsun Res 0.1 $232k 75k 3.09