-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Nr5WspEnCF1Ndc/kvWwME8mIPympE+OyJD6NMOCGEJdnVu15gVHj2p8NOicthIDj 2oEk9X57lU4VTDPKlu9Y2w== 0000929638-08-000772.txt : 20081112 0000929638-08-000772.hdr.sgml : 20081111 20081112090412 ACCESSION NUMBER: 0000929638-08-000772 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080930 FILED AS OF DATE: 20081112 DATE AS OF CHANGE: 20081112 EFFECTIVENESS DATE: 20081112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cambrian Capital Limited Partnership CENTRAL INDEX KEY: 0001387814 IRS NUMBER: 510556326 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12248 FILM NUMBER: 081178386 BUSINESS ADDRESS: STREET 1: 45 COOLIDGE POINT CITY: MANCHESTER STATE: MA ZIP: 01944 BUSINESS PHONE: 978 526 7010 MAIL ADDRESS: STREET 1: 45 COOLIDGE POINT CITY: MANCHESTER STATE: MA ZIP: 01944 13F-HR 1 cambrian13f_112008.txt 13F REPORT FOR PERIOD ENDING 9/30/2008 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2008 Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Cambrian Capital, L.P. Address: 45 Coolidge Point Manchester, MA 01944 Form 13F File Number: 028-12248 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Karen Durante Title: Chief Financial Officer Phone: (978) 526-7010 Signature, Place, and Date of Signing: /s/ Karen Durante Manchester, MA November 11, 2008 [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report). [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 No.: Form 13F File Number: Name: 1 028-12250 Ernst H. von Metzsch 2 028-12249 Roland A. von Metzsch Form 13F Information Table Entry Total: 55 Form 13F Information Table Value Total: 707,846 (x$1000) FORM 13F INFORMATION TABLE NAME OF REPORTING MANAGER: CAMBRIAN CAPITAL, L.P. As of 9/30/08
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Name of Title of Value TOTAL SH/ PUT/ Investment Other Voting Issuer Class CUSIP (X$1000) SHARES PRN CALL Discretion Managers Authority Sole Shared None AGNICO EAGLE MINES LTD COM 008474108 6,608 120,000 SH DEFINED 1,2 120,000 ALUMINA LTD SPONSORED ADR 022205108 212 21,000 SH DEFINED 1,2 21,000 ANADARKO PETE CORP COM 032511107 4,424 91,200 SH DEFINED 1,2 91,200 APACHE CORP COM 037411105 39,282 376,700 SH DEFINED 1,2 376,700 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 839 17,000 SH DEFINED 1,2 17,000 ARENA RESOURCES INC COM 040049108 20,039 515,811 SH DEFINED 1,2 515,811 BARRICK GOLD CORP COM 067901108 4,817 131,100 SH DEFINED 1,2 131,100 BHP BILLITON LTD SPONSORED ADR 088606108 8,318 160,000 SH DEFINED 1,2 160,000 CAMECO CORP COM 13321L108 10,374 465,000 SH DEFINED 1,2 465,000 CANO PETE INC COM 137801106 124 53,750 SH DEFINED 1,2 53,750 CANADIAN NAT RES LTD COM 136385101 37,550 548,500 SH DEFINED 1,2 548,500 CHALLENGER ENERGY CORP COM 15758N101 4,430 1,793,601 SH DEFINED 1,2 1,793,601 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 15,722 821,000 SH DEFINED 1,2 821,000 CONSOL ENERGY INC COM 20854P109 16,291 355,000 SH DEFINED 1,2 355,000 CONTINENTAL RESOURCES INC COM 212015101 9,219 235,000 SH DEFINED 1,2 235,000 DENBURY RES INC COM NEW 247916208 18,823 988,600 SH DEFINED 1,2 988,600 DEVON ENERGY CORP NEW COM 25179M103 44,962 493,000 SH DEFINED 1,2 493,000 ENCANA CORP COM 292505104 19,252 292,900 SH DEFINED 1,2 292,900 ENERPLUS RES FD UNIT TR G NEW 29274D604 7,631 205,200 SH DEFINED 1,2 205,200 EXCO RESOURCES INC COM 269279402 16,092 986,000 SH DEFINED 1,2 986,000 FREEPORT-MCMORAN COPPER & GO COM 35671D857 11,006 193,600 SH DEFINED 1,2 193,600 FRONTEER DEV GROUP INC COM 35903Q106 406 141,800 SH DEFINED 1,2 141,800 GOLDCORP INC NEW COM 380956409 8,025 253,700 SH DEFINED 1,2 253,700 GRAN TIERRA ENERGY INC COM 38500T101 2,597 700,000 SH DEFINED 1,2 700,000 HALLIBURTON CO COM 406216101 24,633 760,500 SH DEFINED 1,2 760,500 HUGOTON RTY TR TEX UNIT BEN INT 444717102 4,501 167,700 SH DEFINED 1,2 167,700 IVANHOE ENERGY INC COM 46579N103 3,303 545,000 SH DEFINED 1,2 545,000 MONSANTO CO NEW COM 61166W101 4,454 45,000 SH DEFINED 1,2 45,000 NATIONAL-OILWELL VARCO INC COM 637071101 21,684 431,703 SH DEFINED 1,2 431,703 NEXEN INC COM 65334H102 31,361 1,350,000 SH DEFINED 1,2 1,350,000 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 1,290 300,000 SH DEFINED 1,2 300,000 OCCIDENTAL PETE CORP DEL COM 674599105 18,897 268,238 SH DEFINED 1,2 268,238 OCEANEERING INTL INC COM 675232102 8,378 157,120 SH DEFINED 1,2 157,120 PEABODY ENERGY CORP COM 704549104 11,610 258,000 SH DEFINED 1,2 258,000 PENN WEST ENERGY TR TR UNIT 707885109 5,419 224,858 SH DEFINED 1,2 224,858 PERMIAN BASIN RTY TR UNIT BEN INT 714236106 9,084 390,861 SH DEFINED 1,2 390,861 PETRO RES CORP COM 71646K106 2,211 1,769,000 SH DEFINED 1,2 1,769,000 PETROHAWK ENERGY CORP COM 716495106 8,782 406,000 SH DEFINED 1,2 406,000 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 47,246 1,263,380 SH DEFINED 1,2 1,263,380 POTASH CORP SASK INC COM 73755L107 12,185 92,300 SH DEFINED 1,2 92,300 QUICKSILVER RESOURCES INC COM 74837R104 10,424 531,000 SH DEFINED 1,2 531,000 SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 4,373 115,000 SH DEFINED 1,2 115,000 SCHLUMBERGER LTD COM 806857108 26,324 337,100 SH DEFINED 1,2 337,100 SILVER WHEATON CORP COM 828336107 2,119 260,000 SH DEFINED 1,2 260,000 SOUTHWESTERN ENERGY CO COM 845467109 21,451 702,400 SH DEFINED 1,2 702,400 SUNCOR ENERGY INC COM 867229106 22,893 543,272 SH DEFINED 1,2 543,272 T-3 ENERGY SRVCS INC COM 87306E107 8,700 234,365 SH DEFINED 1,2 234,365 TALISMAN ENERGY INC COM 87425E103 21,475 1,510,170 SH DEFINED 1,2 1,510,170 THOMPSON CREEK METALS CO INC COM 884768102 7,751 815,000 SH DEFINED 1,2 815,000 TRANSOCEAN INC NEW SHS G90073100 13,510 123,000 SH DEFINED 1,2 123,000 ULTRA PETROLEUM CORP COM 903914109 4,571 82,600 SH DEFINED 1,2 82,600 UR ENERGY INC COM 91688R108 485 770,000 SH DEFINED 1,2 770,000 WEATHERFORD INTERNATIONAL LT COM G95089101 18,463 734,410 SH DEFINED 1,2 734,410 XTO ENERGY INC COM 98385X106 19,394 416,900 SH DEFINED 1,2 416,900 YAMANA GOLD INC COM 98462Y100 3,832 460,000 SH DEFINED 1,2 460,000
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