SPO Advisory as of Dec. 31, 2010
Portfolio Holdings for SPO Advisory
SPO Advisory holds 16 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Castle International | 21.6 | $1.3B | 30M | 43.83 | |
| Calpine Corporation | 19.4 | $1.2B | 89M | 13.34 | |
| Pioneer Natural Resources (PXD) | 16.3 | $999M | 12M | 86.82 | |
| Lamar Advertising Company | 12.1 | $743M | 19M | 39.84 | |
| Martin Marietta Materials (MLM) | 8.1 | $496M | 5.4M | 92.24 | |
| Advent Software | 7.4 | $455M | 7.9M | 57.92 | |
| Quicksilver Resources | 6.0 | $368M | 25M | 14.74 | |
| SBA Communications Corporation | 3.7 | $228M | 5.6M | 40.94 | |
| Oasis Petroleum | 1.9 | $117M | 4.3M | 27.12 | |
| PetroQuest Energy | 1.0 | $62M | 8.2M | 7.53 | |
| BPZ Resources | 0.8 | $51M | 11M | 4.76 | |
| Entergy Corporation (ETR) | 0.5 | $31M | 439k | 70.83 | |
| Resolute Energy Corp *w exp 09/25/201 | 0.4 | $27M | 8.4M | 3.22 | |
| Liberty Global | 0.4 | $24M | 710k | 33.89 | |
| Cambium Learning | 0.1 | $6.7M | 1.9M | 3.44 | |
| Resolute Energy | 0.1 | $4.8M | 328k | 14.76 |
