SPO Advisory Corp.

Spo Advisory as of Sept. 30, 2013

Portfolio Holdings for Spo Advisory

Spo Advisory holds 16 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Global Inc C 14.5 $990M 13M 75.43
Charles Schwab Corporation (SCHW) 14.3 $980M 46M 21.14
Pioneer Natural Resources (PXD) 12.5 $853M 4.5M 188.80
Charter Communications 12.3 $840M 6.2M 134.76
Equinix 9.6 $655M 3.6M 183.65
Crown Castle International 9.1 $620M 8.5M 73.03
Calpine Corporation 8.6 $589M 30M 19.43
Visa (V) 7.0 $480M 2.5M 191.10
Lamar Advertising Company 3.3 $227M 4.8M 47.03
Progressive Waste Solutions 2.9 $197M 7.7M 25.73
Martin Marietta Materials (MLM) 2.3 $157M 1.6M 98.17
Resolute Energy 2.1 $143M 17M 8.36
Quicksilver Resources 0.7 $49M 25M 1.97
PetroQuest Energy 0.4 $29M 7.2M 4.01
Liberty Global Inc Com Ser A 0.3 $23M 289k 79.35
Resolute Energy Corp *w exp 09/25/201 0.0 $1.9M 8.4M 0.22