Cambrian Capital Limited Partnership as of Dec. 31, 2019
Portfolio Holdings for Cambrian Capital Limited Partnership
Cambrian Capital Limited Partnership holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Diamondback Energy (FANG) | 9.2 | $4.7M | 51k | 92.86 | |
| Canadian Natural Resources (CNQ) | 6.8 | $3.5M | 107k | 32.35 | |
| Franco-Nevada Corporation (FNV) | 6.3 | $3.2M | 31k | 103.29 | |
| California Res Corp | 6.1 | $3.1M | 343k | 9.03 | |
| Wheaton Precious Metals Corp (WPM) | 5.9 | $3.0M | 102k | 29.75 | |
| Pioneer Natural Resources (PXD) | 5.8 | $3.0M | 20k | 151.35 | |
| Texas Pacific Land Trust | 5.4 | $2.8M | 3.6k | 781.13 | |
| Antero Res (AR) | 5.2 | $2.7M | 940k | 2.85 | |
| Rio Tinto (RIO) | 5.1 | $2.6M | 44k | 59.36 | |
| Continental Resources | 4.6 | $2.4M | 69k | 34.30 | |
| Antero Midstream Corp antero midstream (AM) | 4.3 | $2.2M | 293k | 7.59 | |
| Denbury Res Inc Del debt 6.375%12/3 | 4.2 | $2.1M | 3.3M | 0.65 | |
| Nexgen Energy (NXE) | 3.8 | $1.9M | 1.5M | 1.28 | |
| Cabot Oil & Gas Corporation (CTRA) | 3.7 | $1.9M | 109k | 17.41 | |
| Vermilion Energy (VET) | 3.5 | $1.8M | 111k | 16.36 | |
| iShares Silver Trust (SLV) | 3.3 | $1.7M | 100k | 16.68 | |
| Halliburton Company (HAL) | 3.2 | $1.7M | 68k | 24.47 | |
| Crescent Point Energy Trust (CPG) | 2.5 | $1.3M | 281k | 4.47 | |
| Schlumberger (SLB) | 2.2 | $1.1M | 27k | 40.18 | |
| Cheniere Energy (LNG) | 2.1 | $1.1M | 18k | 61.09 | |
| Concho Resources | 1.8 | $926k | 11k | 87.53 | |
| National Energy Services Reu (NESR) | 1.8 | $912k | 100k | 9.12 | |
| HudBay Minerals (HBM) | 1.7 | $849k | 205k | 4.15 | |
| Brigham Minerals Inc-cl A | 0.8 | $414k | 19k | 21.45 | |
| Alamos Gold Inc New Class A (AGI) | 0.8 | $382k | 64k | 6.02 |
