Cambrian Capital Limited Partnership as of Dec. 31, 2017
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 33 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Continental Resources | 7.4 | $6.1M | 115k | 52.97 | |
| Parsley Energy Inc-class A | 6.9 | $5.7M | 192k | 29.44 | |
| Cabot Oil & Gas Corporation (CTRA) | 5.9 | $4.8M | 169k | 28.60 | |
| Energen Corporation | 5.8 | $4.8M | 83k | 57.57 | |
| Diamondback Energy (FANG) | 5.8 | $4.7M | 37k | 126.25 | |
| Rsp Permian | 5.5 | $4.5M | 111k | 40.68 | |
| Pioneer Natural Resources (PXD) | 4.8 | $3.9M | 23k | 172.86 | |
| Nexgen Energy (NXE) | 4.7 | $3.9M | 1.5M | 2.56 | |
| Albemarle Corporation (ALB) | 4.3 | $3.5M | 28k | 127.91 | |
| Halliburton Company (HAL) | 4.0 | $3.3M | 68k | 48.88 | |
| Schlumberger (SLB) | 3.9 | $3.2M | 48k | 67.39 | |
| Anadarko Petroleum Corporation | 3.8 | $3.1M | 57k | 53.63 | |
| Texas Pacific Land Trust | 3.6 | $3.0M | 6.7k | 446.62 | |
| Concho Resources | 3.4 | $2.7M | 18k | 150.21 | |
| Franco-Nevada Corporation (FNV) | 3.0 | $2.5M | 31k | 79.94 | |
| Range Resources (RRC) | 2.8 | $2.3M | 132k | 17.06 | |
| Earthstone Energy | 2.6 | $2.1M | 199k | 10.63 | |
| Golar Lng (GLNG) | 2.5 | $2.0M | 67k | 29.81 | |
| HudBay Minerals (HBM) | 2.2 | $1.8M | 205k | 8.80 | |
| Cheniere Energy (LNG) | 2.2 | $1.8M | 33k | 53.83 | |
| Wheaton Precious Metals Corp (WPM) | 2.0 | $1.6M | 73k | 22.14 | |
| CF Industries Holdings (CF) | 1.8 | $1.5M | 34k | 42.54 | |
| Pretium Res Inc Com Isin# Ca74 | 1.7 | $1.4M | 124k | 11.41 | |
| Weatherford Intl Plc ord | 1.6 | $1.3M | 307k | 4.17 | |
| Resolute Energy | 1.4 | $1.2M | 37k | 31.47 | |
| Gastar Exploration | 1.1 | $868k | 827k | 1.05 | |
| Select Energy Svcs Inc cl a (WTTR) | 1.0 | $821k | 45k | 18.24 | |
| Rio Tinto (RIO) | 1.0 | $810k | 15k | 52.94 | |
| Jones Energy Inc A | 0.9 | $714k | 649k | 1.10 | |
| San Juan Basin Royalty Trust (SJT) | 0.8 | $616k | 75k | 8.25 | |
| Callon Pete Co Del Com Stk | 0.7 | $610k | 50k | 12.15 | |
| California Res Corp | 0.7 | $583k | 30k | 19.43 | |
| Nevsun Res | 0.4 | $337k | 138k | 2.44 |
