Cambrian Capital Limited Partnership as of Sept. 30, 2019
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 10.7 | $5.5M | 61k | 89.91 | |
| California Res Corp | 6.8 | $3.5M | 343k | 10.20 | |
| Texas Pacific Land Trust | 5.8 | $3.0M | 4.6k | 649.67 | |
| Canadian Natural Resources (CNQ) | 5.5 | $2.8M | 107k | 26.63 | |
| Franco-Nevada Corporation (FNV) | 5.5 | $2.8M | 31k | 91.16 | |
| Continental Resources | 5.5 | $2.8M | 91k | 30.79 | |
| Wheaton Precious Metals Corp (WPM) | 5.2 | $2.7M | 102k | 26.24 | |
| Antero Res (AR) | 4.9 | $2.5M | 831k | 3.02 | |
| Pioneer Natural Resources | 4.8 | $2.5M | 20k | 125.79 | |
| Rio Tinto (RIO) | 4.4 | $2.3M | 44k | 52.09 | |
| Nexgen Energy (NXE) | 3.8 | $2.0M | 1.5M | 1.30 | |
| Denbury Res Inc Del debt 6.375%12/3 | 3.7 | $1.9M | 3.3M | 0.58 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.7 | $1.9M | 109k | 17.57 | |
| Albemarle Corporation (ALB) | 3.7 | $1.9M | 28k | 69.51 | |
| Crescent Point Energy Trust | 3.7 | $1.9M | 443k | 4.26 | |
| Halliburton Company (HAL) | 2.9 | $1.5M | 79k | 18.84 | |
| Range Resources (RRC) | 2.3 | $1.2M | 309k | 3.82 | |
| Vermilion Energy (VET) | 2.2 | $1.1M | 68k | 16.71 | |
| Cheniere Energy (LNG) | 2.2 | $1.1M | 18k | 63.08 | |
| Antero Midstream Corp antero midstream (AM) | 2.1 | $1.1M | 150k | 7.40 | |
| Schlumberger (SLB) | 1.8 | $936k | 27k | 34.16 | |
| Golar Lng (GLNG) | 1.7 | $884k | 68k | 12.99 | |
| Teck Resources Ltd cl b (TECK) | 1.5 | $764k | 47k | 16.22 | |
| HudBay Minerals (HBM) | 1.4 | $739k | 205k | 3.61 | |
| Concho Resources | 1.4 | $718k | 11k | 67.87 | |
| National Energy Services Reu (NESR) | 1.3 | $668k | 100k | 6.68 | |
| Brigham Minerals Inc-cl A | 0.8 | $384k | 19k | 19.90 | |
| Alamos Gold Inc New Class A (AGI) | 0.7 | $368k | 64k | 5.80 |
