SPO Advisory as of March 31, 2013
Portfolio Holdings for SPO Advisory
SPO Advisory holds 17 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Calpine Corporation | 15.6 | $1.1B | 56M | 20.60 | |
| Liberty Global | 15.3 | $1.1B | 16M | 68.63 | |
| Charles Schwab Corporation (SCHW) | 11.5 | $851M | 48M | 17.69 | |
| Visa (V) | 11.4 | $843M | 5.0M | 169.84 | |
| Pioneer Natural Resources | 11.1 | $821M | 6.6M | 124.25 | |
| Crown Castle International | 8.0 | $591M | 8.5M | 69.64 | |
| Charter Communications | 6.9 | $511M | 4.9M | 104.18 | |
| Advent Software | 6.0 | $440M | 16M | 27.97 | |
| Lamar Advertising Company | 5.5 | $404M | 8.3M | 48.58 | |
| Martin Marietta Materials (MLM) | 2.6 | $189M | 1.9M | 102.02 | |
| Progressive Waste Solutions | 2.2 | $162M | 7.7M | 21.15 | |
| Resolute Energy | 1.7 | $126M | 11M | 11.51 | |
| Quicksilver Resources | 0.8 | $56M | 25M | 2.25 | |
| Liberty Global | 0.6 | $41M | 564k | 73.38 | |
| PetroQuest Energy | 0.5 | $35M | 7.8M | 4.44 | |
| Liberty Global | 0.4 | $28M | 411k | 68.63 | |
| Resolute Energy Corp *w exp 09/25/201 | 0.1 | $9.7M | 8.4M | 1.15 |
