Spo Advisory Corp as of March 31, 2018
Portfolio Holdings for Spo Advisory Corp
Spo Advisory Corp holds 18 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Global Inc C | 15.9 | $770M | 25M | 30.43 | |
| Equinix (EQIX) | 10.0 | $484M | 1.2M | 418.14 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.9 | $480M | 1.5M | 311.22 | |
| Charles Schwab Corporation (SCHW) | 8.7 | $422M | 8.1M | 52.22 | |
| Lpl Financial Holdings (LPLA) | 8.1 | $394M | 6.4M | 61.07 | |
| Zayo Group Hldgs | 7.8 | $381M | 11M | 34.16 | |
| Alphabet Inc Class C cs (GOOG) | 7.0 | $341M | 331k | 1031.79 | |
| Liberty Media Corp Series C Li | 6.3 | $306M | 9.9M | 30.85 | |
| TransDigm Group Incorporated (TDG) | 5.7 | $275M | 895k | 306.94 | |
| Vail Resorts (MTN) | 4.4 | $214M | 964k | 221.70 | |
| Laredo Petroleum Holdings | 3.8 | $185M | 21M | 8.71 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.7 | $182M | 3.4M | 53.80 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $143M | 138k | 1037.14 | |
| Facebook Inc cl a (META) | 2.3 | $112M | 700k | 159.78 | |
| Altice Usa Inc cl a (ATUS) | 1.4 | $67M | 3.6M | 18.48 | |
| Pioneer Natural Resources | 0.8 | $41M | 239k | 171.78 | |
| Liberty Global Inc Com Ser A | 0.7 | $32M | 1.0M | 31.31 | |
| Zillow Group Inc Cl A (ZG) | 0.6 | $29M | 530k | 54.00 |
