Cambrian Capital Limited Partnership as of Dec. 31, 2018
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 34 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 10.6 | $6.7M | 72k | 92.69 | |
| Continental Resources | 6.2 | $3.9M | 96k | 40.19 | |
| Concho Resources | 6.0 | $3.8M | 37k | 102.80 | |
| Anadarko Petroleum Corporation | 5.2 | $3.3M | 75k | 43.84 | |
| Golar Lng (GLNG) | 5.0 | $3.2M | 145k | 21.76 | |
| Centennial Resource Developmen cs | 5.0 | $3.1M | 282k | 11.02 | |
| Texas Pacific Land Trust | 4.8 | $3.0M | 5.6k | 541.62 | |
| Range Resources (RRC) | 4.7 | $3.0M | 309k | 9.57 | |
| California Res Corp | 4.4 | $2.7M | 161k | 17.04 | |
| Nexgen Energy (NXE) | 4.3 | $2.7M | 1.5M | 1.78 | |
| Cabot Oil & Gas Corporation (CTRA) | 4.2 | $2.6M | 117k | 22.35 | |
| Canadian Natural Resources (CNQ) | 4.1 | $2.6M | 107k | 24.13 | |
| Halliburton Company (HAL) | 3.7 | $2.3M | 87k | 26.58 | |
| Pioneer Natural Resources (PXD) | 3.5 | $2.2M | 17k | 131.55 | |
| Franco-Nevada Corporation (FNV) | 3.5 | $2.2M | 31k | 70.16 | |
| Rio Tinto (RIO) | 3.4 | $2.1M | 44k | 48.49 | |
| Albemarle Corporation (ALB) | 3.4 | $2.1M | 28k | 77.09 | |
| Wheaton Precious Metals Corp (WPM) | 2.3 | $1.4M | 73k | 19.53 | |
| Crescent Point Energy Trust (CPG) | 2.1 | $1.3M | 443k | 3.02 | |
| Cheniere Energy (LNG) | 1.7 | $1.0M | 18k | 59.22 | |
| Teck Resources Ltd cl b (TECK) | 1.6 | $1.0M | 47k | 21.55 | |
| Schlumberger (SLB) | 1.6 | $989k | 27k | 36.09 | |
| Pdc Energy | 1.6 | $976k | 33k | 29.76 | |
| HudBay Minerals (HBM) | 1.5 | $966k | 205k | 4.72 | |
| Ypf Sa (YPF) | 1.3 | $786k | 59k | 13.39 | |
| Turquoisehillres | 0.7 | $409k | 248k | 1.65 | |
| Callon Pete Co Del Com Stk | 0.6 | $384k | 59k | 6.49 | |
| QEP Resources | 0.6 | $382k | 68k | 5.63 | |
| Noble Corp Plc equity | 0.6 | $382k | 146k | 2.62 | |
| Weatherford Intl Plc ord | 0.5 | $306k | 546k | 0.56 | |
| Gaslog | 0.4 | $252k | 15k | 16.47 | |
| Alamos Gold Inc New Class A (AGI) | 0.4 | $229k | 64k | 3.61 | |
| Gaslog Partners | 0.3 | $212k | 11k | 19.81 | |
| Golar Lng Partners Lp unit | 0.2 | $140k | 13k | 10.77 |
