Cambrian Capital Limited Partnership as of June 30, 2017
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 37 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabot Oil & Gas Corporation (CTRA) | 6.0 | $5.3M | 212k | 25.08 | |
| Diamondback Energy (FANG) | 5.9 | $5.2M | 59k | 88.81 | |
| Pioneer Natural Resources | 5.2 | $4.6M | 29k | 159.59 | |
| Energen Corporation | 5.1 | $4.5M | 92k | 49.37 | |
| Nexgen Energy (NXE) | 5.1 | $4.5M | 2.1M | 2.19 | |
| Parsley Energy Inc-class A | 4.8 | $4.2M | 152k | 27.75 | |
| Continental Resources | 4.6 | $4.1M | 126k | 32.33 | |
| Concho Resources | 4.4 | $3.9M | 32k | 121.52 | |
| Rsp Permian | 4.3 | $3.8M | 117k | 32.27 | |
| Exxon Mobil Corporation (XOM) | 4.2 | $3.8M | 47k | 80.74 | |
| Schlumberger (SLB) | 3.8 | $3.3M | 51k | 65.85 | |
| SM Energy (SM) | 3.7 | $3.3M | 199k | 16.53 | |
| Anadarko Petroleum Corporation | 3.6 | $3.2M | 71k | 45.34 | |
| Range Resources (RRC) | 3.5 | $3.1M | 135k | 23.17 | |
| Albemarle Corporation (ALB) | 3.3 | $2.9M | 28k | 105.54 | |
| Halliburton Company (HAL) | 3.3 | $2.9M | 68k | 42.71 | |
| Franco-Nevada Corporation (FNV) | 2.6 | $2.3M | 32k | 72.15 | |
| Earthstone Energy | 2.2 | $2.0M | 199k | 10.01 | |
| Weatherford Intl Plc ord | 2.2 | $2.0M | 512k | 3.87 | |
| Wheaton Precious Metals Corp (WPM) | 2.2 | $2.0M | 100k | 19.89 | |
| Texas Pacific Land Trust | 2.2 | $2.0M | 6.7k | 293.83 | |
| Pdc Energy | 1.9 | $1.7M | 39k | 43.11 | |
| Cheniere Energy (LNG) | 1.8 | $1.6M | 33k | 48.71 | |
| Golar Lng (GLNG) | 1.7 | $1.5M | 67k | 22.26 | |
| iShares Silver Trust (SLV) | 1.7 | $1.5M | 96k | 15.71 | |
| HudBay Minerals (HBM) | 1.4 | $1.3M | 220k | 5.75 | |
| Callon Pete Co Del Com Stk | 1.2 | $1.1M | 100k | 10.61 | |
| Pretium Res Inc Com Isin# Ca74 | 1.1 | $1.0M | 106k | 9.61 | |
| CF Industries Holdings (CF) | 1.1 | $959k | 34k | 27.96 | |
| Rio Tinto (RIO) | 1.0 | $925k | 22k | 42.31 | |
| Jones Energy Inc A | 0.9 | $836k | 523k | 1.60 | |
| Tahoe Resources | 0.8 | $756k | 88k | 8.62 | |
| Alamos Gold Inc New Class A (AGI) | 0.8 | $748k | 104k | 7.18 | |
| Select Energy Svcs Inc cl a (WTTR) | 0.7 | $626k | 52k | 12.15 | |
| Cobalt Intl Energy Inc note | 0.6 | $520k | 2.0M | 0.26 | |
| Asanko Gold | 0.5 | $395k | 258k | 1.53 | |
| Nevsun Res | 0.4 | $333k | 138k | 2.41 |
