Cambrian Capital Limited Partnership as of March 31, 2019
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 33 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 10.4 | $7.3M | 72k | 101.53 | |
| Continental Resources | 6.1 | $4.3M | 96k | 44.77 | |
| Texas Pacific Land Trust | 6.1 | $4.3M | 5.6k | 773.69 | |
| California Res Corp | 5.9 | $4.1M | 161k | 25.71 | |
| Concho Resources | 5.8 | $4.0M | 37k | 110.97 | |
| Range Resources (RRC) | 5.0 | $3.5M | 309k | 11.24 | |
| Anadarko Petroleum Corporation | 4.9 | $3.4M | 75k | 45.48 | |
| Golar Lng (GLNG) | 4.4 | $3.1M | 145k | 21.09 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.4 | $3.1M | 117k | 26.10 | |
| Canadian Natural Resources (CNQ) | 4.2 | $2.9M | 107k | 27.50 | |
| Rio Tinto (RIO) | 3.7 | $2.6M | 44k | 58.85 | |
| Halliburton Company (HAL) | 3.6 | $2.6M | 87k | 29.30 | |
| Pioneer Natural Resources | 3.6 | $2.5M | 17k | 152.30 | |
| Centennial Resource Developmen cs | 3.5 | $2.5M | 282k | 8.79 | |
| Nexgen Energy (NXE) | 3.5 | $2.5M | 1.5M | 1.62 | |
| Franco-Nevada Corporation (FNV) | 3.3 | $2.3M | 31k | 75.06 | |
| Albemarle Corporation (ALB) | 3.2 | $2.3M | 28k | 81.97 | |
| Wheaton Precious Metals Corp (WPM) | 2.5 | $1.7M | 73k | 23.82 | |
| HudBay Minerals (HBM) | 2.1 | $1.5M | 205k | 7.14 | |
| Crescent Point Energy Trust | 2.0 | $1.4M | 443k | 3.24 | |
| Cheniere Energy (LNG) | 1.7 | $1.2M | 18k | 68.37 | |
| Schlumberger (SLB) | 1.7 | $1.2M | 27k | 43.58 | |
| Teck Resources Ltd cl b (TECK) | 1.6 | $1.1M | 47k | 23.18 | |
| Antero Res (AR) | 1.3 | $916k | 104k | 8.83 | |
| Ypf Sa (YPF) | 1.2 | $822k | 59k | 14.00 | |
| Gulfport Energy Corporation | 0.7 | $466k | 58k | 8.02 | |
| Callon Pete Co Del Com Stk | 0.6 | $447k | 59k | 7.55 | |
| Noble Corp Plc equity | 0.6 | $419k | 146k | 2.87 | |
| Turquoisehillres | 0.6 | $411k | 248k | 1.66 | |
| Weatherford Intl Plc ord | 0.6 | $382k | 546k | 0.70 | |
| Alamos Gold Inc New Class A (AGI) | 0.5 | $323k | 64k | 5.09 | |
| Gaslog | 0.4 | $267k | 15k | 17.45 | |
| Gaslog Partners | 0.3 | $242k | 11k | 22.62 |
