Spo Advisory as of June 30, 2014
Portfolio Holdings for Spo Advisory
Spo Advisory holds 13 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications | 18.1 | $1.4B | 8.7M | 158.38 | |
| Pioneer Natural Resources | 15.3 | $1.2B | 5.0M | 229.81 | |
| Equinix | 15.2 | $1.2B | 5.5M | 210.09 | |
| Charles Schwab Corporation (SCHW) | 15.2 | $1.1B | 43M | 26.93 | |
| Liberty Global Inc C | 11.5 | $870M | 21M | 42.31 | |
| Crown Castle International | 10.6 | $799M | 11M | 74.26 | |
| Qualcomm (QCOM) | 6.7 | $504M | 6.4M | 79.20 | |
| Visa (V) | 3.3 | $248M | 1.2M | 210.71 | |
| Resolute Energy | 1.9 | $148M | 17M | 8.64 | |
| Progressive Waste Solutions | 1.7 | $126M | 4.9M | 25.67 | |
| Quicksilver Resources | 0.4 | $29M | 11M | 2.67 | |
| Liberty Global Inc Com Ser A | 0.2 | $13M | 289k | 44.22 | |
| Resolute Energy Corp *w exp 09/25/201 | 0.0 | $254k | 8.4M | 0.03 |
