Spo Advisory as of Dec. 31, 2014
Portfolio Holdings for Spo Advisory
Spo Advisory holds 14 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix | 16.9 | $1.3B | 5.6M | 226.73 | |
| Charter Communications | 16.8 | $1.3B | 7.6M | 166.62 | |
| Liberty Global Inc C | 14.6 | $1.1B | 23M | 48.31 | |
| Pioneer Natural Resources (PXD) | 13.6 | $1.0B | 6.8M | 148.85 | |
| Charles Schwab Corporation (SCHW) | 13.4 | $1.0B | 33M | 30.19 | |
| Qualcomm (QCOM) | 7.4 | $553M | 7.4M | 74.33 | |
| Visa (V) | 4.8 | $357M | 1.4M | 262.20 | |
| Range Resources (RRC) | 3.4 | $256M | 4.8M | 53.45 | |
| Lpl Financial Holdings (LPLA) | 3.3 | $246M | 5.5M | 44.55 | |
| Crown Castle Intl (CCI) | 3.1 | $230M | 2.9M | 78.70 | |
| Oasis Petroleum | 1.7 | $128M | 7.7M | 16.54 | |
| Zayo Group Hldgs | 0.7 | $52M | 1.7M | 30.57 | |
| Resolute Energy | 0.3 | $23M | 17M | 1.32 | |
| Liberty Global Inc Com Ser A | 0.2 | $15M | 289k | 50.20 |
