Cambrian Capital Limited Partnership as of Sept. 30, 2018
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 37 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Energen Corporation | 7.8 | $7.1M | 83k | 86.17 | |
| Concho Resources | 7.3 | $6.6M | 44k | 152.74 | |
| Continental Resources | 7.2 | $6.6M | 96k | 68.28 | |
| California Res Corp | 6.2 | $5.6M | 116k | 48.53 | |
| Parsley Energy Inc-class A | 6.2 | $5.6M | 192k | 29.25 | |
| Anadarko Petroleum Corporation | 5.5 | $5.1M | 75k | 67.41 | |
| Texas Pacific Land Trust | 5.2 | $4.8M | 5.6k | 862.52 | |
| Golar Lng (GLNG) | 4.4 | $4.0M | 145k | 27.80 | |
| Pioneer Natural Resources | 4.3 | $4.0M | 23k | 174.18 | |
| Range Resources (RRC) | 4.3 | $3.9M | 232k | 16.99 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.2 | $3.8M | 169k | 22.52 | |
| Halliburton Company (HAL) | 3.9 | $3.5M | 87k | 40.53 | |
| Nexgen Energy (NXE) | 3.4 | $3.1M | 1.5M | 2.05 | |
| Albemarle Corporation (ALB) | 3.0 | $2.7M | 28k | 99.78 | |
| Diamondback Energy (FANG) | 2.7 | $2.5M | 18k | 135.18 | |
| Rio Tinto (RIO) | 2.4 | $2.2M | 44k | 51.01 | |
| Franco-Nevada Corporation (FNV) | 2.1 | $1.9M | 31k | 62.55 | |
| Schlumberger (SLB) | 1.8 | $1.7M | 27k | 60.91 | |
| Weatherford Intl Plc ord | 1.6 | $1.5M | 546k | 2.71 | |
| Ypf Sa (YPF) | 1.4 | $1.3M | 83k | 15.45 | |
| Wheaton Precious Metals Corp (WPM) | 1.4 | $1.3M | 73k | 17.49 | |
| Cheniere Energy (LNG) | 1.3 | $1.2M | 18k | 69.51 | |
| Noble Energy | 1.3 | $1.2M | 38k | 31.19 | |
| Teck Resources Ltd cl b (TECK) | 1.2 | $1.1M | 47k | 24.10 | |
| Canadian Natural Resources (CNQ) | 1.2 | $1.1M | 34k | 32.65 | |
| HudBay Minerals (HBM) | 1.1 | $1.0M | 205k | 5.05 | |
| Crescent Point Energy Trust | 1.1 | $1.0M | 162k | 6.35 | |
| Pdc Energy | 1.1 | $999k | 20k | 48.97 | |
| Alta Mesa Resour | 1.1 | $964k | 231k | 4.18 | |
| Earthstone Energy | 1.0 | $933k | 100k | 9.38 | |
| Resolute Energy | 0.8 | $696k | 18k | 37.83 | |
| Select Energy Svcs Inc cl a (WTTR) | 0.6 | $533k | 45k | 11.84 | |
| San Juan Basin Royalty Trust (SJT) | 0.4 | $371k | 75k | 4.97 | |
| Gaslog | 0.3 | $302k | 15k | 19.74 | |
| Alamos Gold Inc New Class A (AGI) | 0.3 | $293k | 64k | 4.61 | |
| Gaslog Partners | 0.3 | $268k | 11k | 25.05 | |
| Golar Lng Partners Lp unit | 0.2 | $186k | 13k | 14.31 |
