0001140361-11-041914.txt : 20110815 0001140361-11-041914.hdr.sgml : 20110815 20110815150537 ACCESSION NUMBER: 0001140361-11-041914 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110815 DATE AS OF CHANGE: 20110815 EFFECTIVENESS DATE: 20110815 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: 111035582 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 form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 6/30/2011 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 submission. Persons 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 8/15/2011 --------------------------------- --------------------------------- ---------- [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).) List of Other Managers Reporting for this Manager: Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 56 Form 13F Information Table Value Total: $ 1,238,291 -------------- (In Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1 028-12250 Ernst H. von Metzsch ---- -------------------- ---------------------------------------------------- 2 028-12249 Roland A. von Metzsch ---- -------------------- ----------------------------------------------------
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ---------------------------- -------------- --------- -------- ------------------ ---------- -------- --------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- -------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- AGNICO EAGLE MINES LTD COM 008474108 7,114 112,694 SH DEFINED 1,2 112,694 0 0 ALLIED NEVADA GOLD CORP COM 019344100 10,841 306,500 SH DEFINED 1,2 306,500 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 36,007 792,412 SH DEFINED 1,2 792,412 0 0 ATWOOD OCEANICS INC COM 050095108 10,858 246,055 SH DEFINED 1,2 246,055 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 38,259 404,300 SH DEFINED 1,2 404,300 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 25,349 504,050 SH DEFINED 1,2 504,050 0 0 CANADIAN NAT RES LTD COM 136385101 45,858 1,095,500 SH DEFINED 1,2 1,095,500 0 0 CGG VERITAS SPONSORED ADR 204386106 2,865 78,317 SH DEFINED 1,2 78,317 0 0 CLIFFS NATURAL RESOURCES INC COM 18683K101 28,567 309,000 SH DEFINED 1,2 309,000 0 0 CONSOL ENERGY INC COM 20854P109 45,913 947,057 SH DEFINED 1,2 947,057 0 0 CONTINENTAL RESOURCES INC COM 212015101 2,829 43,580 SH DEFINED 1,2 43,580 0 0 ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 5,827 175,400 SH DEFINED 1,2 175,400 0 0 ETFS PALLADIUM TR SH BEN INT 26923A106 4,875 64,566 SH DEFINED 1,2 64,566 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 8,788 51,350 SH DEFINED 1,2 51,350 0 0 EXTORRE GOLD MINES LTD COM 30227B109 7,636 597,000 SH DEFINED 1,2 597,000 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 48,089 909,056 SH DEFINED 1,2 909,056 0 0 FX ENERGY INC COM 302695101 4,566 520,000 SH DEFINED 1,2 520,000 0 0 GOLDCORP INC NEW COM 380956409 11,310 234,313 SH DEFINED 1,2 234,313 0 0 GRAN TIERRA ENERGY INC COM 38500T101 15,573 2,355,975 SH DEFINED 1,2 2,355,975 0 0 HALLIBURTON CO COM 406216101 58,449 1,146,050 SH DEFINED 1,2 1,146,050 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 13,556 400,600 SH DEFINED 1,2 400,600 0 0 ISHARES TR RUSSELL 2000 464287655 168,912 2,040,000 PUT DEFINED 1,2 2,040,000 0 0 KEEGAN RES INC COM 487275109 4,344 562,000 SH DEFINED 1,2 562,000 0 0 MCMORAN EXPLORATION CO COM 582411104 5,838 315,900 SH DEFINED 1,2 315,900 0 0 MIDWAY GOLD CORP COM 598153104 2,617 1,335,000 SH DEFINED 1,2 1,335,000 0 0 MOSAIC CO NEW COM 61945C103 24,261 358,200 SH DEFINED 1,2 358,200 0 0 NABORS INDUSTRIES LTD SHS G6359F103 13,601 552,000 SH DEFINED 1,2 552,000 0 0 NATIONAL OILWELL VARCO INC COM 637071101 57,631 736,878 SH DEFINED 1,2 736,878 0 0 NEW GOLD INC CDA COM 644535106 6,450 626,800 SH DEFINED 1,2 626,800 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 52,769 507,200 SH DEFINED 1,2 507,200 0 0 OCEANEERING INTL INC COM 675232102 5,168 127,600 SH DEFINED 1,2 127,600 0 0 OIL SVC HOLDRS TR DEPOSTRY RCPT 678002106 74,480 490,000 PUT DEFINED 1,2 490,000 0 0 PAN AMERICAN SILVER CORP COM 697900108 2,178 70,500 SH DEFINED 1,2 70,500 0 0 PATTERSON UTI ENERGY INC COM 703481101 6,438 203,668 SH DEFINED 1,2 203,668 0 0 PEABODY ENERGY CORP COM 704549104 30,490 517,562 SH DEFINED 1,2 517,562 0 0 PENGROWTH ENERGY CORP COM 70706P104 8,708 692,184 SH DEFINED 1,2 692,184 0 0 PETROHAWK ENERGY CORP COM 716495106 2,499 101,300 SH DEFINED 1,2 101,300 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 23,946 780,517 SH DEFINED 1,2 780,517 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 8,640 4,937,250 SH DEFINED 1,2 4,937,250 0 0 POTASH CORP SASK INC COM 73755L107 9,181 161,100 SH DEFINED 1,2 161,100 0 0 RIO TINTO PLC SPONSORED ADR 767204100 18,955 262,100 SH DEFINED 1,2 262,100 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 20,062 282,050 SH DEFINED 1,2 282,050 0 0 SCHLUMBERGER LTD COM 806857108 40,281 466,217 SH DEFINED 1,2 466,217 0 0 SEADRILL LIMITED SHS G7945E105 9,651 273,545 SH DEFINED 1,2 273,545 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 39,182 520,000 PUT DEFINED 1,2 520,000 0 0 SILVER WHEATON CORP COM 828336107 30,413 921,600 SH DEFINED 1,2 921,600 0 0 STILLWATER MNG CO COM 86074Q102 6,209 282,100 SH DEFINED 1,2 282,100 0 0 SUNCOR ENERGY INC NEW COM 867224107 25,180 643,986 SH DEFINED 1,2 643,986 0 0 TALISMAN ENERGY INC COM 87425E103 28,960 1,413,371 SH DEFINED 1,2 1,413,371 0 0 TOREADOR RES CORP COM 891050106 371 100,000 SH DEFINED 1,2 100,000 0 0 TRIANGLE PETE CORP COM NEW 89600B201 16,775 2,596,695 SH DEFINED 1,2 2,596,695 0 0 URANERZ ENERGY CORP COM 91688T104 3,020 1,000,000 SH DEFINED 1,2 1,000,000 0 0 VENOCO INC COM 92275P307 17,833 1,399,760 SH DEFINED 1,2 1,399,760 0 0 WALTER ENERGY INC COM 93317Q105 21,330 184,200 SH DEFINED 1,2 184,200 0 0 WEATHERFORD INTERNATIONAL LT REG SHS H27013103 10,929 582,889 SH DEFINED 1,2 582,889 0 0 YAMANA GOLD INC COM 98462Y100 7,860 675,801 SH DEFINED 1,2 675,801 0 0