0001140361-13-032449.txt : 20130814 0001140361-13-032449.hdr.sgml : 20130814 20130814122836 ACCESSION NUMBER: 0001140361-13-032449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 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: 131036299 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 06-30-2013 06-30-2013 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 08-14-2013 2 55 482249 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 5658 873100 SH DFND 1,2 873100 0 0 ANADARKO PETE CORP COM 032511107 28318 329549 SH DFND 1,2 329549 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 2240 200000 SH Call DFND 1,2 200000 0 0 BARRETT BILL CORP COM 06846N104 8991 444650 SH DFND 1,2 444650 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 10362 179700 SH DFND 1,2 179700 0 0 CABOT OIL & GAS CORP COM 127097103 22106 311271 SH DFND 1,2 311271 0 0 CAMECO CORP COM 13321L108 6614 320150 SH DFND 1,2 320150 0 0 CAMERON INTERNATIONAL CORP COM 13342B105 8388 137150 SH DFND 1,2 137150 0 0 CENOVUS ENERGY INC COM 15135U109 14136 495650 SH DFND 1,2 495650 0 0 CHEVRON CORP NEW COM 166764100 5479 46300 SH DFND 1,2 46300 0 0 CONCHO RES INC COM 20605P101 12504 149350 SH DFND 1,2 149350 0 0 CONSOL ENERGY INC COM 20854P109 5527 203957 SH DFND 1,2 203957 0 0 DRESSER-RAND GROUP INC COM 261608103 4163 69400 SH DFND 1,2 69400 0 0 EMERALD OIL INC COM NEW 29101U209 3259 475011 SH DFND 1,2 475011 0 0 ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 530 23900 SH DFND 1,2 23900 0 0 ENI S P A SPONSORED ADR 26874R108 3788 92300 SH DFND 1,2 92300 0 0 ENSCO PLC SHS CLASS A G3157S106 3442 59214 SH DFND 1,2 59214 0 0 EQT CORP COM 26884L109 4238 53400 SH DFND 1,2 53400 0 0 ETFS PLATINUM TR SH BEN INT 26922V101 3526 26900 SH DFND 1,2 26900 0 0 FRANCO NEVADA CORP COM 351858105 5108 142800 SH DFND 1,2 142800 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 22556 816956 SH DFND 1,2 816956 0 0 GRAN TIERRA ENERGY INC COM 38500T101 5054 840893 SH DFND 1,2 840893 0 0 GREEN PLAINS RENEWABLE ENERG COM 393222104 3061 229800 SH DFND 1,2 229800 0 0 GULFPORT ENERGY CORP COM NEW 402635304 2355 50000 SH Put DFND 1,2 50000 0 0 HALLIBURTON CO COM 406216101 17414 417400 SH DFND 1,2 417400 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 3279 172850 SH DFND 1,2 172850 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 18188 274500 SH DFND 1,2 274500 0 0 MOLYCORP INC DEL COM 608753109 5400 870900 SH DFND 1,2 870900 0 0 MOSAIC CO NEW COM 61945C103 11448 212750 SH DFND 1,2 212750 0 0 NATIONAL OILWELL VARCO INC COM 637071101 16572 240528 SH DFND 1,2 240528 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 23191 259900 SH DFND 1,2 259900 0 0 OCEANEERING INTL INC COM 675232102 13913 192700 SH DFND 1,2 192700 0 0 PBF ENERGY INC CL A 69318G106 2461 95000 SH DFND 1,2 95000 0 0 PDC ENERGY INC COM 69327R101 2553 49600 SH DFND 1,2 49600 0 0 PEABODY ENERGY CORP COM 704549104 5703 389580 SH DFND 1,2 389580 0 0 PHILLIPS 66 COM 718546104 12239 207750 SH DFND 1,2 207750 0 0 PIONEER NAT RES CO COM 723787107 30845 213094 SH DFND 1,2 213094 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 1569 1742835 SH DFND 1,2 1742835 0 0 RANGE RES CORP COM 75281A109 4678 60500 SH DFND 1,2 60500 0 0 RIO TINTO PLC SPONSORED ADR 767204100 17751 432100 SH DFND 1,2 432100 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 11851 185750 SH DFND 1,2 185750 0 0 SCHLUMBERGER LTD COM 806857108 12481 174167 SH DFND 1,2 174167 0 0 SILVER WHEATON CORP COM 828336107 9320 473800 SH DFND 1,2 473800 0 0 SOUTHWESTERN ENERGY CO COM 845467109 7803 213600 SH DFND 1,2 213600 0 0 SUNCOR ENERGY INC NEW COM 867224107 14809 502186 SH DFND 1,2 502186 0 0 TALISMAN ENERGY INC COM 87425E103 6436 563100 SH DFND 1,2 563100 0 0 TALISMAN ENERGY INC COM 87425E103 1132 99000 SH Call DFND 1,2 99000 0 0 TRIANGLE PETE CORP COM NEW 89600B201 3938 561745 SH DFND 1,2 561745 0 0 TRONOX LTD SHS CL A Q9235V101 4590 227790 SH DFND 1,2 227790 0 0 UNITED STATES NATL GAS FUND UNIT PAR $0.001 912318201 7580 400000 SH Put DFND 1,2 400000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 10895 313350 SH DFND 1,2 313350 0 0 WALTER ENERGY INC COM 93317Q105 2547 244900 SH DFND 1,2 244900 0 0 WALTER ENERGY INC COM 93317Q105 3016 290000 SH Call DFND 1,2 290000 0 0 WEATHERFORD INTERNATIONAL LT REG SHS H27013103 4267 311450 SH DFND 1,2 311450 0 0 YAMANA GOLD INC COM 98462Y100 2977 313051 SH DFND 1,2 313051 0 0