Cambrian Capital Limited Partnership as of March 31, 2017
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 38 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anadarko Petroleum Corporation | 7.0 | $7.1M | 115k | 62.00 | |
| Continental Resources | 7.0 | $7.1M | 156k | 45.42 | |
| Diamondback Energy (FANG) | 6.0 | $6.1M | 59k | 103.72 | |
| Pioneer Natural Resources | 5.2 | $5.2M | 28k | 186.22 | |
| Cabot Oil & Gas Corporation (CTRA) | 5.0 | $5.1M | 212k | 23.91 | |
| Energen Corporation | 5.0 | $5.0M | 92k | 54.44 | |
| Exxon Mobil Corporation (XOM) | 4.1 | $4.2M | 51k | 82.01 | |
| Concho Resources | 4.1 | $4.1M | 32k | 128.34 | |
| Schlumberger (SLB) | 3.9 | $3.9M | 51k | 78.10 | |
| Weatherford Intl Plc ord | 3.4 | $3.4M | 512k | 6.65 | |
| Halliburton Company (HAL) | 3.3 | $3.3M | 68k | 49.22 | |
| Pdc Energy | 3.2 | $3.3M | 52k | 62.35 | |
| Albemarle Corporation (ALB) | 2.9 | $2.9M | 28k | 105.65 | |
| Oasis Petroleum | 2.9 | $2.9M | 202k | 14.26 | |
| QEP Resources | 2.8 | $2.8M | 219k | 12.71 | |
| Rsp Permian | 2.6 | $2.6M | 64k | 41.42 | |
| Precision Drilling Corporation | 2.1 | $2.2M | 460k | 4.72 | |
| Earthstone Energy | 2.1 | $2.2M | 169k | 12.76 | |
| SM Energy (SM) | 2.1 | $2.1M | 89k | 24.02 | |
| Callon Pete Co Del Com Stk | 2.1 | $2.1M | 158k | 13.16 | |
| Silver Wheaton Corp | 2.1 | $2.1M | 100k | 20.84 | |
| Franco-Nevada Corporation (FNV) | 2.1 | $2.1M | 32k | 65.51 | |
| Golar Lng (GLNG) | 1.9 | $1.9M | 67k | 27.93 | |
| Texas Pacific Land Trust | 1.8 | $1.9M | 6.7k | 279.70 | |
| Range Resources (RRC) | 1.6 | $1.7M | 57k | 29.10 | |
| iShares Silver Trust (SLV) | 1.6 | $1.6M | 96k | 17.25 | |
| Gran Tierra Energy | 1.6 | $1.6M | 605k | 2.64 | |
| Cheniere Energy (LNG) | 1.6 | $1.6M | 33k | 47.27 | |
| HudBay Minerals (HBM) | 1.4 | $1.4M | 220k | 6.55 | |
| Jones Energy Inc A | 1.3 | $1.3M | 523k | 2.55 | |
| Pretium Res Inc Com Isin# Ca74 | 1.1 | $1.1M | 106k | 10.71 | |
| CF Industries Holdings (CF) | 1.0 | $1.0M | 34k | 29.36 | |
| Rio Tinto (RIO) | 0.9 | $889k | 22k | 40.66 | |
| Alamos Gold Inc New Class A (AGI) | 0.8 | $837k | 104k | 8.03 | |
| Tahoe Resources | 0.7 | $704k | 88k | 8.03 | |
| Cobalt Intl Energy Inc note | 0.7 | $680k | 2.0M | 0.34 | |
| Asanko Gold | 0.7 | $674k | 258k | 2.61 | |
| Nevsun Res | 0.3 | $353k | 138k | 2.56 |
