Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cambrian Capital Limited Partnership (CIK 1387814) reported $51.0M across 23 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: FANG ($4.7M, 9.18%), CNQ ($3.5M, 6.77%), FNV ($3.2M, 6.27%), CRCQQ ($3.1M, 6.07%), WPM ($3.0M, 5.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FANG | DIAMONDBACK ENERGY INC | $4.7M | 9.18% | 50,484 | Trimmed |
| 2 | CNQ | CANADIAN NAT RES LTD | $3.5M | 6.77% | 106,900 | Hold |
| 3 | FNV | FRANCO NEVADA CORP | $3.2M | 6.27% | 31,000 | Hold |
| 4 | CRCQQ | CALIFORNIA RES CORP | $3.1M | 6.07% | 343,200 | Hold |
| 5 | WPM | WHEATON PRECIOUS METALS CORP | $3.0M | 5.91% | 101,450 | Hold |
| 6 | PXD | PIONEER NAT RES CO | $3.0M | 5.79% | 19,524 | Hold |
| 7 | TPL | TEXAS PAC LD TR | $2.8M | 5.43% | 3,550 | Trimmed |
| 8 | AR | ANTERO RES CORP | $2.7M | 5.25% | 940,100 | Added |
| 9 | RIO | RIO TINTO PLC | $2.6M | 5.07% | 43,600 | Hold |
| 10 | CLR | CONTINENTAL RESOURCES INC | $2.4M | 4.61% | 68,550 | Trimmed |
| 11 | AM | ANTERO MIDSTREAM CORP | $2.2M | 4.35% | 292,800 | Added |
| 12 | DENBURY RES INC DEL | $2.1M | 4.17% | 3.3M | Hold | |
| 13 | NXE | NEXGEN ENERGY LTD | $1.9M | 3.79% | 1.5M | Hold |
| 14 | CTRA | CABOT OIL & GAS CORP | $1.9M | 3.71% | 108,822 | Hold |
| 15 | VET | VERMILION ENERGY INC | $1.8M | 3.55% | 110,800 | Added |
| 16 | SLV | ISHARES SILVER TRUST | $1.7M | 3.27% | 100,000 | New |
| 17 | HAL | HALLIBURTON CO | $1.7M | 3.24% | 67,601 | Trimmed |
| 18 | CPG | CRESCENT PT ENERGY CORP | $1.3M | 2.46% | 281,200 | Trimmed |
| 19 | SLB | SCHLUMBERGER LTD | $1.1M | 2.16% | 27,400 | Hold |
| 20 | LNG | CHENIERE ENERGY INC | $1.1M | 2.10% | 17,580 | Hold |
| 21 | CXO | CONCHO RES INC | $926,000 | 1.81% | 10,579 | Hold |
| 22 | NESR | NATIONAL ENERGY SERVICES REU | $912,000 | 1.79% | 100,000 | Hold |
| 23 | HBM | HUDBAY MINERALS INC | $849,000 | 1.66% | 204,650 | Hold |
| 24 | MNRL | BRIGHAM MINERALS INC | $414,000 | 0.81% | 19,300 | Hold |
| 25 | AGI | ALAMOS GOLD INC NEW | $382,000 | 0.75% | 63,500 | Hold |
Source: SEC Form 13F filings · as of 2019-12-31