Spo Advisory as of March 31, 2015
Portfolio Holdings for Spo Advisory
Spo Advisory holds 13 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equinix (EQIX) | 17.9 | $1.3B | 5.6M | 232.85 | |
| Charter Communications | 17.2 | $1.2B | 6.5M | 193.11 | |
| Pioneer Natural Resources | 16.5 | $1.2B | 7.4M | 163.51 | |
| Liberty Global Inc C | 15.5 | $1.1B | 23M | 49.81 | |
| Charles Schwab Corporation (SCHW) | 12.7 | $927M | 30M | 30.44 | |
| Qualcomm (QCOM) | 7.1 | $516M | 7.4M | 69.34 | |
| Oasis Petroleum | 4.0 | $290M | 20M | 14.22 | |
| Range Resources (RRC) | 3.9 | $281M | 5.4M | 52.04 | |
| Lpl Financial Holdings (LPLA) | 3.5 | $257M | 5.9M | 43.86 | |
| Laredo Petroleum Holdings | 0.7 | $54M | 4.1M | 13.04 | |
| Zayo Group Hldgs | 0.7 | $48M | 1.7M | 27.96 | |
| Liberty Global Inc Com Ser A | 0.2 | $15M | 289k | 51.47 | |
| Resolute Energy | 0.1 | $9.6M | 17M | 0.56 |
