SPO Advisory Corp.

SPO Advisory as of March 31, 2012

Portfolio Holdings for SPO Advisory

SPO Advisory holds 14 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Calpine Corporation 16.1 $1.3B 73M 17.21
Liberty Global 13.9 $1.1B 23M 47.89
Pioneer Natural Resources (PXD) 13.8 $1.1B 9.7M 111.59
Crown Castle International 11.8 $923M 17M 53.34
Visa (V) 11.1 $870M 7.4M 118.00
Lamar Advertising Company 7.7 $604M 19M 32.41
Charles Schwab Corporation (SCHW) 7.5 $587M 41M 14.37
Advent Software 5.1 $402M 16M 25.60
Liberty Global 4.5 $354M 7.1M 50.08
Martin Marietta Materials (MLM) 4.5 $350M 4.1M 85.63
Quicksilver Resources 1.6 $126M 25M 5.04
Resolute Energy 1.4 $112M 9.8M 11.38
PetroQuest Energy 0.6 $48M 7.8M 6.14
Liberty Global 0.4 $32M 658k 47.89