Cambrian Capital

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 (PXD) 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