SPO Advisory Corp.

SPO Advisory as of March 31, 2011

Portfolio Holdings for SPO Advisory

SPO Advisory holds 26 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Calpine Corporation 18.3 $1.4B 89M 15.87
Crown Castle International 16.0 $1.2B 29M 42.55
Pioneer Natural Resources (PXD) 13.8 $1.1B 10M 101.92
Lamar Advertising Company 8.6 $661M 18M 36.94
Charles Schwab Corporation (SCHW) 7.3 $565M 31M 18.03
Liberty Global 7.0 $539M 13M 41.41
Martin Marietta Materials (MLM) 6.1 $466M 5.2M 89.67
Advent Software 5.9 $451M 16M 28.67
Visa (V) 4.9 $375M 5.1M 73.62
Quicksilver Resources 4.3 $334M 23M 14.31
SBA Communications Corporation 2.1 $161M 4.1M 39.68
Oasis Petroleum 1.7 $132M 4.2M 31.62
PetroQuest Energy 1.0 $74M 7.9M 9.36
Crown Castle International 0.7 $53M 1.3M 42.55
Pioneer Natural Resources (PXD) 0.4 $33M 327k 101.92
BPZ Resources 0.4 $28M 5.2M 5.31
Lamar Advertising Company 0.3 $27M 736k 36.94
Charles Schwab Corporation (SCHW) 0.3 $25M 1.4M 18.03
Quicksilver Resources 0.3 $24M 1.7M 14.31
Martin Marietta Materials (MLM) 0.2 $17M 187k 89.67
Visa (V) 0.2 $17M 224k 73.62
Oasis Petroleum 0.1 $5.0M 158k 31.62
Cambium Learning 0.1 $4.3M 1.3M 3.40
PetroQuest Energy 0.0 $2.8M 301k 9.36
Cambium Learning 0.0 $527k 155k 3.40
SBA Communications Corporation 0.0 $52k 1.3k 40.00