Spo Advisory as of Sept. 30, 2013
Portfolio Holdings for Spo Advisory
Spo Advisory holds 16 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Global Inc C | 14.5 | $990M | 13M | 75.43 | |
| Charles Schwab Corporation (SCHW) | 14.3 | $980M | 46M | 21.14 | |
| Pioneer Natural Resources | 12.5 | $853M | 4.5M | 188.80 | |
| Charter Communications | 12.3 | $840M | 6.2M | 134.76 | |
| Equinix | 9.6 | $655M | 3.6M | 183.65 | |
| Crown Castle International | 9.1 | $620M | 8.5M | 73.03 | |
| Calpine Corporation | 8.6 | $589M | 30M | 19.43 | |
| Visa (V) | 7.0 | $480M | 2.5M | 191.10 | |
| Lamar Advertising Company | 3.3 | $227M | 4.8M | 47.03 | |
| Progressive Waste Solutions | 2.9 | $197M | 7.7M | 25.73 | |
| Martin Marietta Materials (MLM) | 2.3 | $157M | 1.6M | 98.17 | |
| Resolute Energy | 2.1 | $143M | 17M | 8.36 | |
| Quicksilver Resources | 0.7 | $49M | 25M | 1.97 | |
| PetroQuest Energy | 0.4 | $29M | 7.2M | 4.01 | |
| Liberty Global Inc Com Ser A | 0.3 | $23M | 289k | 79.35 | |
| Resolute Energy Corp *w exp 09/25/201 | 0.0 | $1.9M | 8.4M | 0.22 |
