0001140361-14-021295.txt : 20140515 0001140361-14-021295.hdr.sgml : 20140515 20140515120744 ACCESSION NUMBER: 0001140361-14-021295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14845123 BUSINESS ADDRESS: STREET 1: 4 EMBARCADERO CENTER, SUITE 2660 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: (415) 658-3000 MAIL ADDRESS: STREET 1: 4 EMBARCADERO CENTER, SUITE 2660 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001387814 XXXXXXXX 03-31-2014 03-31-2014 Cambrian Capital Limited Partnership

4 EMBARCADERO CENTER, SUITE 2660 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-12248 N Greg Anderson 415-658-3000 /s/ Greg Anderson San Francisco CA 05-15-2014 2 51 394714 false 1 0001238262 028-12250 VON METZSCH ERNST H 2 0001389675 028-12249 VON METZSCH ROLAND A INFORMATION TABLE 2 form13fInfoTable.xml ALLIED NEVADA GOLD CORP COM 019344100 681 158000 SH Call DFND 1,2 158000 0 0 ANADARKO PETE CORP COM 032511107 21769 256834 SH DFND 1,2 256834 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 4348 269250 SH DFND 1,2 269250 0 0 BARRICK GOLD CORP COM 067901108 5005 280700 SH DFND 1,2 280700 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 9850 145350 SH DFND 1,2 145350 0 0 CABOT OIL & GAS CORP COM 127097103 10581 312300 SH DFND 1,2 312300 0 0 CAMECO CORP COM 13321L108 11552 504447 SH DFND 1,2 504447 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 6065 98194 SH DFND 1,2 98194 0 0 CHEVRON CORP NEW COM 166764100 12528 105357 SH DFND 1,2 105357 0 0 CONCHO RES INC COM 20605P101 15792 128912 SH DFND 1,2 128912 0 0 CONSOL ENERGY INC COM 20854P109 4760 119142 SH DFND 1,2 119142 0 0 CRESCENT PT ENERGY CORP COM 22576C101 12496 342253 SH DFND 1,2 342253 0 0 EOG RES INC COM 26875P101 14046 71600 SH DFND 1,2 71600 0 0 EQT CORP COM 26884L109 9995 103068 SH DFND 1,2 103068 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 2541 18400 SH DFND 1,2 18400 0 0 FRANCO NEVADA CORP COM 351858105 4669 101800 SH DFND 1,2 101800 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 20315 614306 SH DFND 1,2 614306 0 0 GASLOG LTD SHS G37585109 4264 183100 SH DFND 1,2 183100 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 5305 127250 SH DFND 1,2 127250 0 0 GOODRICH PETE CORP COM NEW 382410405 2381 150500 SH DFND 1,2 150500 0 0 GRAN TIERRA ENERGY INC COM 38500T101 2961 395849 SH DFND 1,2 395849 0 0 GREENHUNTER RES INC COM 39530A104 337 347388 SH DFND 1,2 347388 0 0 HALLIBURTON CO COM 406216101 14095 239344 SH DFND 1,2 239344 0 0 IMPERIAL OIL LTD COM NEW 453038408 13508 290175 SH DFND 1,2 290175 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 2426 127400 SH DFND 1,2 127400 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13698 154019 SH DFND 1,2 154019 0 0 MOLYCORP INC DEL COM 608753109 3392 723250 SH DFND 1,2 723250 0 0 NATIONAL OILWELL VARCO INC COM 637071101 12216 156875 SH DFND 1,2 156875 0 0 OASIS PETE INC NEW COM 674215108 6255 149900 SH DFND 1,2 149900 0 0 OCEANEERING INTL INC COM 675232102 12564 174836 SH DFND 1,2 174836 0 0 PDC ENERGY INC COM 69327R101 2180 35009 SH DFND 1,2 35009 0 0 PEABODY ENERGY CORP COM 704549104 8416 515050 SH DFND 1,2 515050 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 3383 243877 SH DFND 1,2 243877 0 0 PHILLIPS 66 COM 718546104 12263 159142 SH DFND 1,2 159142 0 0 PIONEER NAT RES CO COM 723787107 22109 118144 SH DFND 1,2 118144 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 1383 1369635 SH DFND 1,2 1369635 0 0 RANGE RES CORP COM 75281A109 3571 43038 SH DFND 1,2 43038 0 0 RIO TINTO PLC SPONSORED ADR 767204100 9907 177450 SH DFND 1,2 177450 0 0 SCHLUMBERGER LTD COM 806857108 13299 136400 SH DFND 1,2 136400 0 0 SILVER WHEATON CORP COM 828336107 8713 383850 SH DFND 1,2 383850 0 0 SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1716 54050 SH DFND 1,2 54050 0 0 SOLAZYME INC COM 83415T101 805 69300 SH DFND 1,2 69300 0 0 SUNCOR ENERGY INC NEW COM 867224107 11788 337182 SH DFND 1,2 337182 0 0 TALISMAN ENERGY INC COM 87425E103 8293 831000 SH Call DFND 1,2 831000 0 0 TEXAS PAC LD TR SUB CTF PROP I T 882610108 2098 16200 SH DFND 1,2 16200 0 0 TRONOX LTD SHS CL A Q9235V101 3660 153990 SH DFND 1,2 153990 0 0 TURQUOISE HILL RES LTD COM 900435108 3064 920200 SH DFND 1,2 920200 0 0 UNITED STATES NATL GAS FUND UNIT PAR $0.001 912318201 9768 400000 SH Put DFND 1,2 400000 0 0 WALTER ENERGY INC COM 93317Q105 2533 335040 SH DFND 1,2 335040 0 0 WALTER ENERGY INC COM 93317Q105 1512 200000 SH Call DFND 1,2 200000 0 0 WEATHERFORD INTERNATIONAL LT REG SHS H27013103 3858 222237 SH DFND 1,2 222237 0 0