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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Cambrian Capital, LLC INSTITUTION : Cambrian Capital, LLC
Cambrian Capital, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2010-08-16) --- full portfolio
Company (links to holding history) Ticker Value On
2010-06-30
No of Shares % of portfolio
ISHARES TR    (RUSSELL 2000) IWM 85,561,000 1,400,000 13.00%
OCCIDENTAL PETE CORP DEL    (COM) OXY 40,998,000 531,400 6.22%
SCHLUMBERGER LTD    (COM) SLB 34,315,000 620,067 5.21%
HALLIBURTON CO    (COM) HAL 33,113,000 1,348,800 5.03%
QUICKSILVER RESOURCES INC    (COM) KWK 31,185,000 2,835,000 4.73%
SILVER WHEATON CORP    (COM) SLW 26,194,000 1,303,200 3.98%
ALPHA NATURAL RESOURCES INC    (COM) ANR 26,063,000 769,500 3.96%
NATIONAL OILWELL VARCO INC    (COM) NOV 23,486,000 710,178 3.56%
VENOCO INC    (COM) VQ 22,879,000 1,389,110 3.47%
FREEPORT MCMORAN COPPER AND GOLD INC    (COM) FCX 17,853,000 301,928 2.71%
SPDR S&P OIL AND GAS EXPLORATION AND PRODUCTION    (S&P OILGAS EXP) XOP 17,546,000 450,000 2.66%
GOLDCORP INC NEW    (COM) GG 17,212,000 392,513 2.61%
PENGROWTH ENERGY TR    (TR UNIT NEW) PGH 16,946,000 1,850,000 2.57%
SPDR SERIES TRUST    (S&P METALS MNG) XME 14,621,000 320,000 2.22%
ISHARES SILVER TRUST    (ISHARES) SLV 14,204,000 780,000 2.15%
PETROLEO BRASILEIRO ADR    (SP ADR NON VTG) PBR/A 13,123,000 440,380 1.99%
EXXON MOBIL CORP    (COM) XOM 11,985,000 210,000 1.82%
WEATHERFORD INTERNATIONAL LTD    (EG) WFT 11,824,000 899,839 1.79%
PIONEER NAT RES CO    (COM) PXD 11,819,000 198,800 1.79%
CAMERON INTERNATIONAL CORP    (COM) CAM 10,595,000 325,800 1.60%


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