-----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, FfpFHO7gI4OQbBE8+64LIDIoBd+ZLPa15/WppBr1N0Nu5bgeMHrV1fzi0Q1ye2oz 9OoN3aP7wNWwMTbj+396ug== 0001140361-10-021192.txt : 20100514 0001140361-10-021192.hdr.sgml : 20100514 20100514100134 ACCESSION NUMBER: 0001140361-10-021192 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100514 DATE AS OF CHANGE: 20100514 EFFECTIVENESS DATE: 20100514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cambrian Capital, LLC CENTRAL INDEX KEY: 0001487621 IRS NUMBER: 030514043 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13914 FILM NUMBER: 10831018 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: 3/31/2010 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. 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 5/14/2010 - --------------------------------- --------------------------------- ---------- [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: 59 Form 13F Information Table Value Total: $ 619,064 -------------- (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 2,605 46,800 SH DEFINED 1,2 46,800 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 6,776 125,500 SH DEFINED 1,2 125,500 0 0 ALLIED NEVADA GOLD CORP COM 019344100 8,118 489,900 SH DEFINED 1,2 489,900 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 23,299 467,000 SH DEFINED 1,2 467,000 0 0 AMERICAN OIL & GAS INC NEW COM 028723104 1,062 156,203 SH DEFINED 1,2 156,203 0 0 ANADARKO PETE CORP COM 032511107 36,430 500,200 SH DEFINED 1,2 500,200 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 12,393 154,300 SH DEFINED 1,2 154,300 0 0 CANADIAN SUPERIOR ENERGY INC COM 136644101 2,090 3,460,172 SH DEFINED 1,2 3,460,172 0 0 CHESAPEAKE ENERGY CORP COM 165167107 11,820 500,000 CALL DEFINED 1,2 500,000 0 0 CLIFFS NATURAL RESOURCES INC COM 18683K101 8,918 125,700 SH DEFINED 1,2 125,700 0 0 CONSOL ENERGY INC COM 20854P109 10,988 257,582 SH DEFINED 1,2 257,582 0 0 CONTINENTAL RESOURCES INC COM 212015101 9,506 223,400 SH DEFINED 1,2 223,400 0 0 DENBURY RES INC COM NEW 247916208 1,012 60,000 SH DEFINED 1,2 60,000 0 0 EXETER RES CORP COM 301835104 1,667 272,000 SH DEFINED 1,2 272,000 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 16,911 202,428 SH DEFINED 1,2 202,428 0 0 FRONTEER DEV GROUP INC COM 35903Q106 6,726 1,305,957 SH DEFINED 1,2 1,305,957 0 0 FX ENERGY INC COM 302695101 1,835 535,100 SH DEFINED 1,2 535,100 0 0 GOLDCORP INC NEW COM 380956409 11,032 296,413 SH DEFINED 1,2 296,413 0 0 GRAN TIERRA ENERGY INC COM 38500T101 11,960 2,027,075 SH DEFINED 1,2 2,027,075 0 0 HALLIBURTON CO COM 406216101 11,901 395,000 SH DEFINED 1,2 395,000 0 0 HOUSTON AMERIN ENERGY CORP COM 44183U100 1,110 61,149 SH DEFINED 1,2 61,149 0 0 INTERNATIONAL TOWER HILL MIN COM 46051L104 1,596 277,000 SH DEFINED 1,2 277,000 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 8,570 500,000 SH DEFINED 1,2 500,000 0 0 KEEGAN RES INC COM 487275109 491 81,000 SH DEFINED 1,2 81,000 0 0 MARINER ENRGY INC COM 56845T305 1,886 126,000 SH DEFINED 1,2 126,000 0 0 MASSEY ENERGY CORP COM 576206106 19,577 374,400 SH DEFINED 1,2 374,400 0 0 MOSAIC CO COM 61945A107 1,939 31,900 SH DEFINED 1,2 31,900 0 0 NATIONAL OILWELL VARCO INC COM 637071101 25,524 628,978 SH DEFINED 1,2 628,978 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 42,803 506,300 SH DEFINED 1,2 506,300 0 0 OIL SVC HOLDRS TR DEPOSTRY RCPT 678002106 36,777 300,000 PUT DEFINED 1,2 300,000 0 0 PAN AMERICAN SILVER CORP COM 697900108 1,621 70,000 SH DEFINED 1,2 70,000 0 0 PEABODY ENERGY CORP COM 704549104 9,231 202,000 SH DEFINED 1,2 202,000 0 0 PENGROWTH ENERGY TR TR UNIT NEW 706902509 22,737 1,950,000 SH DEFINED 1,2 1,950,000 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VGG 71654V101 22,027 556,380 SH DEFINED 1,2 556,380 0 0 PIONEER NAT RES CO COM 723787107 17,076 303,200 SH DEFINED 1,2 303,200 0 0 POTASH CORP SASK INC COM 73755L107 12,973 108,700 SH DEFINED 1,2 108,700 0 0 QUICKSILVER RESOURCES INC COM 74837R104 21,288 1,513,000 SH DEFINED 1,2 1,513,000 0 0 QUICKSILVER RESOURCES INC COM 74837R104 12,663 900,000 CALL DEFINED 1,2 900,000 0 0 RANDGOLD RES LTD ADR 752344309 3,381 44,000 SH DEFINED 1,2 44,000 0 0 RESOLUTE ENERGY CORP COM 76116A108 4,039 333,500 SH DEFINED 1,2 333,500 0 0 SANDRIDGE ENERGY INC COM 80007P307 4,620 600,000 CALL DEFINED 1,2 600,000 0 0 SCHLUMBERGER LTD COM 806857108 17,532 276,267 SH DEFINED 1,2 276,267 0 0 SILVER WHEATON CORP COM 828336107 20,434 1,303,200 SH DEFINED 1,2 1,303,200 0 0 SOUTHWESTERN ENERGY CO COM 845467109 8,563 210,300 SH DEFINED 1,2 210,300 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1,743 16,000 SH DEFINED 1,2 16,000 0 0 STEEL DYNAMICS INC COM 858119100 6,553 375,100 SH DEFINED 1,2 375,100 0 0 SUNCOR ENERGY INC NEW COM 867224107 10,664 327,723 SH DEFINED 1,2 327,723 0 0 TALISMAN ENERGY INC COM 87425E103 409 24,000 SH DEFINED 1,2 24,000 0 0 TENARIS S A SPONSORED ADR 88031M109 3,929 91,500 SH DEFINED 1,2 91,500 0 0 THOMPSON CREEK METALS CO INC COM 884768102 9,742 720,000 SH DEFINED 1,2 720,000 0 0 TOREADOR RES CORP COM 891050106 1,420 173,569 SH DEFINED 1,2 173,569 0 0 TRANSOCEAN LTD REG SHS H8817H100 9,286 107,500 SH DEFINED 1,2 107,500 0 0 ULTRA PETROLEUM CORP COM 903914109 3,122 66,957 SH DEFINED 1,2 66,957 0 0 UR ENERGY INC COM 91688R108 985 1,172,500 SH DEFINED 1,2 1,172,500 0 0 URANERZ ENERGY CORPORATION COM 91688T104 3,720 2,000,000 SH DEFINED 1,2 2,000,000 0 0 VALE SA ADR 91912E105 16,620 516,300 SH DEFINED 1,2 516,300 0 0 VENOCO INC COM 92275P307 16,550 1,289,929 SH DEFINED 1,2 1,289,929 0 0 WEATHERFORD INTERNATIONAL LT REG H27013103 14,271 899,839 SH DEFINED 1,2 899,839 0 0 YAMANA GOLD INC COM 98462Y100 4,543 461,200 SH DEFINED 1,2 461,200 0 0
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