SPO Advisory as of Dec. 31, 2011
Portfolio Holdings for SPO Advisory
SPO Advisory holds 16 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Calpine Corporation | 18.3 | $1.5B | 89M | 16.33 | |
| Crown Castle International | 15.0 | $1.2B | 27M | 44.80 | |
| Liberty Global | 12.0 | $955M | 24M | 39.52 | |
| Pioneer Natural Resources | 11.8 | $940M | 11M | 89.48 | |
| Visa (V) | 9.4 | $749M | 7.4M | 101.53 | |
| Lamar Advertising Company | 6.5 | $513M | 19M | 27.50 | |
| Charles Schwab Corporation (SCHW) | 5.5 | $436M | 39M | 11.26 | |
| Advent Software | 4.8 | $383M | 16M | 24.36 | |
| Martin Marietta Materials (MLM) | 3.9 | $308M | 4.1M | 75.41 | |
| Liberty Global | 3.6 | $290M | 7.1M | 41.03 | |
| Oasis Petroleum | 3.4 | $268M | 9.2M | 29.09 | |
| Quicksilver Resources | 2.1 | $168M | 25M | 6.71 | |
| SBA Communications Corporation | 2.0 | $160M | 3.7M | 42.96 | |
| Resolute Energy | 1.3 | $103M | 9.5M | 10.80 | |
| Liberty Global | 0.3 | $28M | 710k | 39.52 | |
| PetroQuest Energy | 0.0 | $2.0M | 301k | 6.60 |
