SPO Advisory Corp.

SPO Advisory as of Dec. 31, 2012

Portfolio Holdings for SPO Advisory

SPO Advisory holds 17 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Calpine Corporation 15.9 $1.0B 56M 18.13
Liberty Global 15.2 $965M 16M 58.75
Pioneer Natural Resources (PXD) 13.1 $832M 7.8M 106.59
Visa (V) 11.8 $752M 5.0M 151.58
Charles Schwab Corporation (SCHW) 10.9 $691M 48M 14.36
Crown Castle International 10.5 $670M 9.3M 72.16
Lamar Advertising Company 6.2 $392M 10M 38.75
Advent Software 5.3 $336M 16M 21.38
Martin Marietta Materials (MLM) 3.4 $216M 2.3M 94.28
Progressive Waste Solutions 2.6 $165M 7.7M 21.60
Resolute Energy 1.4 $89M 11M 8.13
Liberty Global 1.2 $75M 1.2M 62.96
Quicksilver Resources 1.1 $72M 25M 2.86
PetroQuest Energy 0.6 $39M 7.8M 4.95
Oasis Petroleum 0.5 $32M 992k 31.80
Liberty Global 0.4 $24M 411k 58.75
Resolute Energy Corp *w exp 09/25/201 0.1 $3.8M 8.4M 0.45