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 | 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 |
