Spo Advisory as of Sept. 30, 2014
Portfolio Holdings for Spo Advisory
Spo Advisory holds 11 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications | 17.0 | $1.3B | 8.7M | 151.37 | |
| Charles Schwab Corporation (SCHW) | 16.3 | $1.3B | 43M | 29.39 | |
| Equinix | 15.1 | $1.2B | 5.5M | 212.48 | |
| Pioneer Natural Resources | 14.0 | $1.1B | 5.5M | 196.97 | |
| Liberty Global Inc C | 12.1 | $929M | 23M | 41.02 | |
| Crown Castle International | 11.2 | $866M | 11M | 80.53 | |
| Qualcomm (QCOM) | 7.1 | $549M | 7.3M | 74.77 | |
| Visa (V) | 5.3 | $411M | 1.9M | 213.37 | |
| Resolute Energy | 1.4 | $107M | 17M | 6.27 | |
| Progressive Waste Solutions | 0.2 | $15M | 580k | 25.77 | |
| Liberty Global Inc Com Ser A | 0.2 | $12M | 289k | 42.54 |
