Spo Advisory Corp as of Dec. 31, 2018
Portfolio Holdings for Spo Advisory Corp
Spo Advisory Corp holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 15.8 | $333M | 980k | 340.06 | |
| Liberty Global Inc C | 15.5 | $328M | 16M | 20.64 | |
| Alphabet Inc Class C cs (GOOG) | 15.0 | $316M | 306k | 1035.59 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 14.4 | $305M | 1.1M | 284.97 | |
| Liberty Media Corp Series C Li | 10.1 | $214M | 7.0M | 30.70 | |
| Vail Resorts (MTN) | 9.6 | $203M | 964k | 210.82 | |
| Charles Schwab Corporation (SCHW) | 8.2 | $172M | 4.2M | 41.53 | |
| Equinix (EQIX) | 7.5 | $158M | 448k | 352.56 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $31M | 30k | 1044.96 | |
| Liberty Global Inc Com Ser A | 0.9 | $19M | 907k | 21.34 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.9 | $18M | 575k | 31.59 | |
| Electronic Arts (EA) | 0.6 | $13M | 163k | 78.91 |
