0001140361-13-020873.txt : 20130515 0001140361-13-020873.hdr.sgml : 20130515 20130515125705 ACCESSION NUMBER: 0001140361-13-020873 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 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: 13845213 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: 3/31/2013 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 5/15/2013 --------------------------------- --------------------------------- ---------- [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: 62 Form 13F Information Table Value Total: $ 658,717 -------------- (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 14,703 893,250 SH DEFINED 1,2 893,250 0 0 ANADARKO PETE CORP COM 032511107 31,561 360,900 SH DEFINED 1,2 360,900 0 0 APACHE CORP COM 037411105 1,235 16,000 CALL DEFINED 1,2 16,000 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 2,606 200,000 CALL DEFINED 1,2 200,000 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 14,613 213,550 SH DEFINED 1,2 213,550 0 0 BP PLC SPONSORED ADR 055622104 8,385 198,000 CALL DEFINED 1,2 198,000 0 0 CABOT OIL & GAS CORP COM 127097103 24,797 366,771 SH DEFINED 1,2 366,771 0 0 CAMECO CORP COM 13321L108 7,998 384,900 SH DEFINED 1,2 384,900 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 10,171 156,000 SH DEFINED 1,2 156,000 0 0 CENOVUS ENERGY INC COM 15135U109 10,834 349,600 SH DEFINED 1,2 349,600 0 0 CHESAPEAKE ENERGY CORP COM 165167107 5,903 289,200 SH DEFINED 1,2 289,200 0 0 CHEVRON CORP NEW COM 166764100 6,238 52,500 SH DEFINED 1,2 52,500 0 0 CLIFFS NAT RES INC COM 18683K101 3,280 172,550 SH DEFINED 1,2 172,550 0 0 CONCHO RES INC COM 20605P101 12,140 124,600 SH DEFINED 1,2 124,600 0 0 CONSOL ENERGY INC COM 20854P109 7,291 216,657 SH DEFINED 1,2 216,657 0 0 DENBURY RES INC COM NEW 247916208 7,620 408,600 SH DEFINED 1,2 408,600 0 0 DEVON ENERGY CORP NEW COM 25179M103 6,926 122,750 SH DEFINED 1,2 122,750 0 0 DOW CHEM CO COM 260543103 7,939 249,350 SH DEFINED 1,2 249,350 0 0 EMERALD OIL INC COM NEW 29101U209 3,450 490,042 SH DEFINED 1,2 490,042 0 0 ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 691 25,400 SH DEFINED 1,2 25,400 0 0 ENI S P A SPONSORED ADR 26874R108 4,938 110,000 SH DEFINED 1,2 110,000 0 0 ENSCO PLC SHS CLASS A G3157S106 4,333 72,214 SH DEFINED 1,2 72,214 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 5,680 36,830 SH DEFINED 1,2 36,830 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 30,555 923,106 SH DEFINED 1,2 923,106 0 0 GRAN TIERRA ENERGY INC COM 38500T101 5,686 966,993 SH DEFINED 1,2 966,993 0 0 GREEN PLAINS RENEWABLE ENERG COM 393222104 3,300 288,500 SH DEFINED 1,2 288,500 0 0 HALLIBURTON CO COM 406216101 18,979 469,650 SH DEFINED 1,2 469,650 0 0 IMPERIAL OIL LTD COM NEW 453038408 11,120 272,150 SH DEFINED 1,2 272,150 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 5,095 185,750 SH DEFINED 1,2 185,750 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 19,541 308,750 SH DEFINED 1,2 308,750 0 0 MOLYCORP INC DEL COM 608753109 3,941 757,900 SH DEFINED 1,2 757,900 0 0 MOSAIC CO NEW COM 61945C103 14,277 239,500 SH DEFINED 1,2 239,500 0 0 NATIONAL OILWELL VARCO INC COM 637071101 1,981 28,000 CALL DEFINED 1,2 28,000 0 0 NATIONAL OILWELL VARCO INC COM 637071101 19,189 271,228 SH DEFINED 1,2 271,228 0 0 NEW GOLD INC CDA COM 644535106 3,822 420,000 SH DEFINED 1,2 420,000 0 0 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 4,603 120,650 SH DEFINED 1,2 120,650 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 18,472 235,700 SH DEFINED 1,2 235,700 0 0 OCEANEERING INTL INC COM 675232102 15,078 227,050 SH DEFINED 1,2 227,050 0 0 PBF ENERGY INC CL A 69318G106 4,672 125,700 SH DEFINED 1,2 125,700 0 0 PDC ENERGY INC COM 69327R101 2,912 58,750 SH DEFINED 1,2 58,750 0 0 PEABODY ENERGY CORP COM 704549104 8,508 402,280 SH DEFINED 1,2 402,280 0 0 PHILLIPS 66 COM 718546104 9,894 141,400 SH DEFINED 1,2 141,400 0 0 PIONEER NAT RES CO COM 723787107 34,125 274,645 SH DEFINED 1,2 274,645 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 4,283 3,016,335 SH DEFINED 1,2 3,016,335 0 0 RANGE RES CORP COM 75281A109 6,208 76,600 SH DEFINED 1,2 76,600 0 0 RIO TINTO PLC SPONSORED ADR 767204100 22,073 468,850 SH DEFINED 1,2 468,850 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 15,915 244,250 SH DEFINED 1,2 244,250 0 0 SCHLUMBERGER LTD COM 806857108 15,668 209,217 SH DEFINED 1,2 209,217 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 39,655 500,000 PUT DEFINED 1,2 500,000 0 0 SEMGROUP CORP CL A 81663A105 4,404 85,150 SH DEFINED 1,2 85,150 0 0 SILVER WHEATON CORP COM 828336107 11,556 368,600 SH DEFINED 1,2 368,600 0 0 SOUTHWESTERN ENERGY CO COM 845467109 9,343 250,750 SH DEFINED 1,2 250,750 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 30,245 500,000 PUT DEFINED 1,2 500,000 0 0 STATOIL ASA SPONSORED ADR 85771P102 5,627 228,550 SH DEFINED 1,2 228,550 0 0 SUNCOR ENERGY INC NEW COM 867224107 12,640 421,186 SH DEFINED 1,2 421,186 0 0 TALISMAN ENERGY INC COM 87425E103 8,803 718,600 SH DEFINED 1,2 718,600 0 0 TALISMAN ENERGY INC COM 87425E103 1,213 99,000 CALL DEFINED 1,2 99,000 0 0 TRIANGLE PETE CORP COM NEW 89600B201 4,933 747,445 SH DEFINED 1,2 747,445 0 0 TRONOX LTD SHS CL A Q9235V101 5,557 280,500 SH DEFINED 1,2 280,500 0 0 VALERO ENERGY CORP NEW COM 91913Y100 12,917 283,950 SH DEFINED 1,2 283,950 0 0
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 ---------------------------- -------------- --------- -------- --------- --- ---- ---------- -------- --------- ------ ---- WEATHERFORD INTERNATIONAL LT REG SHS H27013103 4,744 390,750 SH DEFINED 1,2 390,750 0 0 YAMANA GOLD INC COM 98462Y100 3,852 250,951 SH DEFINED 1,2 250,951 0 0