Spo Advisory Corp as of June 30, 2013
Portfolio Holdings for Spo Advisory Corp
Spo Advisory Corp holds 17 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Global CL C | 14.1 | $1.0B | 15M | 67.89 | |
| Charles Schwab Corporation (SCHW) | 13.7 | $1.0B | 48M | 21.23 | |
| Calpine Corporation | 11.6 | $864M | 41M | 21.23 | |
| Charter Communication Cl A | 10.4 | $772M | 6.2M | 123.85 | |
| Pioneer Natural Resources | 9.8 | $728M | 5.0M | 144.75 | |
| Visa (V) | 9.1 | $678M | 3.7M | 182.75 | |
| Crown Castle International | 8.3 | $615M | 8.5M | 72.39 | |
| Equinix | 6.4 | $479M | 2.6M | 184.72 | |
| Lamar Advertising Cl A | 4.9 | $361M | 8.3M | 43.39 | |
| Advent Software | 3.9 | $288M | 8.2M | 35.06 | |
| Martin Marietta Materials (MLM) | 2.5 | $182M | 1.9M | 98.42 | |
| Progressive Waste Solutions | 2.2 | $165M | 7.7M | 21.51 | |
| Resolute Energy | 1.8 | $137M | 17M | 7.98 | |
| Quicksilver Resources | 0.6 | $42M | 25M | 1.68 | |
| PetroQuest Energy | 0.4 | $31M | 7.8M | 3.96 | |
| Liberty Global Cl A | 0.3 | $21M | 289k | 73.49 | |
| Resolute Energy Corp Warrants | 0.0 | $3.0M | 8.4M | 0.35 |
