Cambrian Capital Limited Partnership as of Sept. 30, 2017
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 39 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Parsley Energy Inc-class A | 6.4 | $5.3M | 200k | 26.34 | |
| Cabot Oil & Gas Corporation (CTRA) | 5.9 | $4.8M | 180k | 26.82 | |
| Energen Corporation | 5.8 | $4.7M | 87k | 54.63 | |
| Diamondback Energy (FANG) | 5.7 | $4.7M | 48k | 98.31 | |
| Continental Resources | 5.6 | $4.6M | 120k | 38.72 | |
| Rsp Permian | 4.9 | $4.1M | 117k | 34.59 | |
| Albemarle Corporation (ALB) | 4.5 | $3.7M | 28k | 136.32 | |
| Pioneer Natural Resources (PXD) | 4.3 | $3.5M | 24k | 147.52 | |
| Schlumberger (SLB) | 4.3 | $3.5M | 51k | 69.77 | |
| Concho Resources | 4.1 | $3.4M | 26k | 131.72 | |
| Nexgen Energy (NXE) | 4.1 | $3.4M | 1.5M | 2.22 | |
| Halliburton Company (HAL) | 3.8 | $3.1M | 68k | 46.03 | |
| Anadarko Petroleum Corporation | 3.4 | $2.8M | 57k | 48.85 | |
| Texas Pacific Land Trust | 3.3 | $2.7M | 6.7k | 404.06 | |
| Range Resources (RRC) | 3.2 | $2.6M | 135k | 19.57 | |
| Franco-Nevada Corporation (FNV) | 3.0 | $2.5M | 32k | 77.56 | |
| Earthstone Energy | 2.7 | $2.2M | 199k | 10.99 | |
| Pdc Energy | 2.3 | $1.9M | 39k | 49.04 | |
| HudBay Minerals (HBM) | 2.0 | $1.6M | 220k | 7.45 | |
| Golar Lng (GLNG) | 1.9 | $1.5M | 67k | 22.61 | |
| Cheniere Energy (LNG) | 1.8 | $1.5M | 33k | 45.03 | |
| Weatherford Intl Plc ord | 1.8 | $1.5M | 321k | 4.58 | |
| Wheaton Precious Metals Corp (WPM) | 1.8 | $1.4M | 75k | 19.09 | |
| SM Energy (SM) | 1.5 | $1.2M | 70k | 17.74 | |
| CF Industries Holdings (CF) | 1.5 | $1.2M | 34k | 35.16 | |
| Pretium Res Inc Com Isin# Ca74 | 1.4 | $1.2M | 126k | 9.26 | |
| Resolute Energy | 1.4 | $1.1M | 38k | 29.69 | |
| iShares Silver Trust (SLV) | 1.4 | $1.1M | 71k | 15.74 | |
| Rio Tinto (RIO) | 1.3 | $1.0M | 22k | 47.20 | |
| Gastar Exploration | 0.9 | $780k | 886k | 0.88 | |
| Alamos Gold Inc New Class A (AGI) | 0.9 | $704k | 104k | 6.76 | |
| San Juan Basin Royalty Trust (SJT) | 0.7 | $610k | 78k | 7.84 | |
| Callon Pete Co Del Com Stk | 0.7 | $588k | 52k | 11.25 | |
| Cobalt Intl Energy Inc note | 0.6 | $460k | 2.0M | 0.23 | |
| Nevsun Res | 0.4 | $301k | 138k | 2.18 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $294k | 3.5k | 83.76 | |
| Royal Dutch Shell | 0.3 | $218k | 3.6k | 60.56 | |
| Total (TTE) | 0.2 | $208k | 3.9k | 53.61 | |
| Select Energy Svcs Inc cl a (WTTR) | 0.0 | $24k | 1.5k | 15.78 |
