Spo Advisory as of March 31, 2014
Portfolio Holdings for Spo Advisory
Spo Advisory holds 13 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 17.5 | $1.2B | 43M | 27.33 | |
| Charter Communications | 16.0 | $1.1B | 8.7M | 123.20 | |
| Equinix | 14.4 | $963M | 5.2M | 184.84 | |
| Pioneer Natural Resources | 14.1 | $942M | 5.0M | 187.14 | |
| Liberty Global Inc C | 12.6 | $837M | 21M | 40.71 | |
| Crown Castle International | 12.1 | $805M | 11M | 73.78 | |
| Visa (V) | 3.8 | $254M | 1.2M | 215.86 | |
| Calpine Corporation | 3.6 | $238M | 11M | 20.91 | |
| Progressive Waste Solutions | 2.9 | $194M | 7.7M | 25.31 | |
| Resolute Energy | 1.9 | $123M | 17M | 7.20 | |
| Quicksilver Resources | 1.0 | $66M | 25M | 2.63 | |
| Liberty Global Inc Com Ser A | 0.2 | $12M | 289k | 41.60 | |
| Resolute Energy Corp *w exp 09/25/201 | 0.0 | $591k | 8.4M | 0.07 |
