0001140361-11-052784.txt : 20111110 0001140361-11-052784.hdr.sgml : 20111110 20111110114446 ACCESSION NUMBER: 0001140361-11-052784 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111110 DATE AS OF CHANGE: 20111110 EFFECTIVENESS DATE: 20111110 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: 111193911 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 NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 9/30/2011 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 11/10/2011 --------------------------------- --------------------------------- ---------- [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: $ 834,168 -------------- (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 ---------------------------- -------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- ALLIED NEVADA GOLD CORP COM 019344100 10,976 306,500 SH DEFINED 1,2 306,500 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 11,833 668,912 SH DEFINED 1,2 668,912 0 0 APACHE CORP COM 037411105 11,900 148,300 SH DEFINED 1,2 148,300 0 0 BARRICK GOLD CORP COM 067901108 2,134 45,750 SH DEFINED 1,2 45,750 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 22,935 345,200 SH DEFINED 1,2 345,200 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 14,321 344,750 SH DEFINED 1,2 344,750 0 0 CANADIAN NAT RES LTD COM 136385101 7,344 250,900 SH DEFINED 1,2 250,900 0 0 CENOVUS ENERGY INC COM 15135U109 15,266 497,100 SH DEFINED 1,2 497,100 0 0 CHESAPEAKE ENERGY CORP COM 165167107 3,117 122,000 SH DEFINED 1,2 122,000 0 0 CIMAREX ENERGY CO COM 171798101 7,230 129,800 SH DEFINED 1,2 129,800 0 0 CLIFFS NATURAL RESOURCES INC COM 18683K101 15,812 309,000 SH DEFINED 1,2 309,000 0 0 CONSOL ENERGY INC COM 20854P109 32,134 947,057 SH DEFINED 1,2 947,057 0 0 ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 3,234 150,550 SH DEFINED 1,2 150,550 0 0 ENSCO PLC SPONSORED ADR 29358Q109 7,613 188,300 SH DEFINED 1,2 188,300 0 0 ETFS PALLADIUM TR SH BEN INT 26923A106 3,874 64,566 SH DEFINED 1,2 64,566 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 11,930 79,367 SH DEFINED 1,2 79,367 0 0 EXXON MOBIL CORP COM 30231G102 3,461 47,650 SH DEFINED 1,2 47,650 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 22,194 728,856 SH DEFINED 1,2 728,856 0 0 GOLDCORP INC NEW COM 380956409 10,694 234,313 SH DEFINED 1,2 234,313 0 0 GRAN TIERRA ENERGY INC COM 38500T101 10,990 2,303,975 SH DEFINED 1,2 2,303,975 0 0 HALLIBURTON CO COM 406216101 31,050 1,017,350 SH DEFINED 1,2 1,017,350 0 0 IMPERIAL OIL LTD COM NEW 453038408 7,971 220,750 SH DEFINED 1,2 220,750 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 11,581 400,600 SH DEFINED 1,2 400,600 0 0 KEEGAN RES INC COM 487275109 2,163 429,200 SH DEFINED 1,2 429,200 0 0 MIDWAY GOLD CORP COM 598153104 2,683 1,335,000 SH DEFINED 1,2 1,335,000 0 0 MOSAIC CO NEW COM 61945C103 23,212 474,000 SH DEFINED 1,2 474,000 0 0 NATIONAL OILWELL VARCO INC COM 637071101 31,817 621,178 SH DEFINED 1,2 621,178 0 0 NEW GOLD INC CDA COM 644535106 4,802 466,650 SH DEFINED 1,2 466,650 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 27,656 386,800 SH DEFINED 1,2 386,800 0 0 OCEANEERING INTL INC COM 675232102 11,160 315,800 SH DEFINED 1,2 315,800 0 0 OIL SVC HOLDRS TR DEPOSTRY RCPT 678002106 23,200 225,000 PUT DEFINED 1,2 225,000 0 0 PAN AMERICAN SILVER CORP COM 697900108 1,887 70,500 SH DEFINED 1,2 70,500 0 0 PATTERSON UTI ENERGY INC COM 703481101 7,074 407,968 SH DEFINED 1,2 407,968 0 0 PEABODY ENERGY CORP COM 704549104 17,535 517,562 SH DEFINED 1,2 517,562 0 0 PENGROWTH ENERGY CORP COM 70706P104 1,567 174,339 SH DEFINED 1,2 174,339 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 10,729 517,817 SH DEFINED 1,2 517,817 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 5,085 4,937,250 SH DEFINED 1,2 4,937,250 0 0 POTASH CORP SASK INC COM 73755L107 6,963 161,100 SH DEFINED 1,2 161,100 0 0 RIO TINTO PLC SPONSORED ADR 767204100 28,859 654,700 SH DEFINED 1,2 654,700 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 23,965 389,550 SH DEFINED 1,2 389,550 0 0 SANDRIDGE ENERGY INC COM 80007P307 2,618 470,800 SH DEFINED 1,2 470,800 0 0 SCHLUMBERGER LTD COM 806857108 25,392 425,117 SH DEFINED 1,2 425,117 0 0 SILVER WHEATON CORP COM 828336107 20,176 685,100 SH DEFINED 1,2 685,100 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 4,521 28,600 SH DEFINED 1,2 28,600 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 174,590 1,543,000 PUT DEFINED 1,2 1,543,000 0 0 STATOIL ASA SPONSORED ADR 85771P102 6,273 291,100 SH DEFINED 1,2 291,100 0 0 STILLWATER MNG CO COM 86074Q102 2,398 282,100 SH DEFINED 1,2 282,100 0 0 SUNCOR ENERGY INC NEW COM 867224107 25,190 990,186 SH DEFINED 1,2 990,186 0 0 TOTAL S A SPONSORED ADR 89151E109 12,437 283,500 SH DEFINED 1,2 283,500 0 0 TRIANGLE PETE CORP COM NEW 89600B201 8,240 2,295,345 SH DEFINED 1,2 2,295,345 0 0 URANERZ ENERGY CORP COM 91688T104 275 200,600 SH DEFINED 1,2 200,600 0 0 VENOCO INC COM 92275P307 3,971 450,717 SH DEFINED 1,2 450,717 0 0 WALTER ENERGY INC COM 93317Q105 21,106 351,700 SH DEFINED 1,2 351,700 0 0 WEATHERFORD INTERNATIONAL LT REG SHS H27013103 3,251 266,239 SH DEFINED 1,2 266,239 0 0 YAMANA GOLD INC COM 98462Y100 4,730 346,301 SH DEFINED 1,2 346,301 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 9,049 264,500 SH DEFINED 1,2 264,500 0 0