SPO Advisory Corp.

Spo Advisory Corp as of June 30, 2013

Portfolio Holdings for Spo Advisory Corp

Spo Advisory Corp holds 17 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Liberty Global CL C 14.1 $1.0B 15M 67.89
Charles Schwab Corporation (SCHW) 13.7 $1.0B 48M 21.23
Calpine Corporation 11.6 $864M 41M 21.23
Charter Communication Cl A 10.4 $772M 6.2M 123.85
Pioneer Natural Resources (PXD) 9.8 $728M 5.0M 144.75
Visa (V) 9.1 $678M 3.7M 182.75
Crown Castle International 8.3 $615M 8.5M 72.39
Equinix 6.4 $479M 2.6M 184.72
Lamar Advertising Cl A 4.9 $361M 8.3M 43.39
Advent Software 3.9 $288M 8.2M 35.06
Martin Marietta Materials (MLM) 2.5 $182M 1.9M 98.42
Progressive Waste Solutions 2.2 $165M 7.7M 21.51
Resolute Energy 1.8 $137M 17M 7.98
Quicksilver Resources 0.6 $42M 25M 1.68
PetroQuest Energy 0.4 $31M 7.8M 3.96
Liberty Global Cl A 0.3 $21M 289k 73.49
Resolute Energy Corp Warrants 0.0 $3.0M 8.4M 0.35