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 | 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 |
