Spo Advisory CORP — Q4 2013 13F Holdings

Name: Spo Advisory CORP — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000919468

Total reported value

—

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SCHW	Schwab (charles) CORP	Stock-Financials	16.77%	-8.16%	EXIT
2	LBTYA	Liberty Global Ltd.	Stock-Other	14.76%	-15.53%	EXIT
3	PXDEUR	Pioneer Natural Resources Co	Stock-Other	12.89%	—	+11.41%
4	CHTR	Charter Communications, Inc.	Stock-Comm Services	11.87%	—	—
5	CCI	Crown Castle Inc.	Stock-Real Estate	11.14%	—	+28.43%
6	EQIX	Equinix INC Reit	Stock-Real Estate	9.94%	—	+12.79%
7	✓	Calpine CORP	Stock-Other	8.23%	—	—
8	V	Visa Inc-class A Shares	Stock-Financials	7.78%	—	—
9	WCN	Waste Connections, Inc.	Stock-Industrials	2.64%	—	—
10	RHLD	Resolute Holdings Management, Inc.	Stock-Other	2.15%	—	—
11	✓	Quicksilver Resources I	Stock-Other	1.07%	—	—
12	✓	Petroquest Energy INC	Stock-Other	0.39%	—	-10.28%
13	LBTYA	Liberty Global Ltd.	Stock-Other	0.36%	-0.92%	EXIT
14	✓	Resolute Energy CORP	Stock-Other	0.03%	—	—

Position changes disclosed by Spo Advisory CORP for the quarter ending Q4 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHW	Schwab (charles) CORP	+2.4%	—	Unchanged
2	CCI	Crown Castle Inc.	+2.1%	+28.43%	Add
3	V	Visa Inc-class A Shares	+0.8%	—	Unchanged
4	PXDEUR	Pioneer Natural Resources Co	+0.4%	+11.41%	Add
5	EQIX	Equinix INC Reit	+0.4%	+12.79%	Add
6	✓	Quicksilver Resources I	+0.4%	—	Unchanged
7	LBTYA	Liberty Global Ltd.	+0.3%	-4.14%	Trim
8	RHLD	Resolute Holdings Management, Inc.	+0.1%	—	Unchanged
9	LBTYA	Liberty Global Ltd.	0%	—	Unchanged
10	✓	Resolute Energy CORP	—	—	Unchanged
11	✓	Petroquest Energy INC	0%	-10.28%	Trim
12	WCN	Waste Connections, Inc.	-0.2%	—	Unchanged
13	✓	Calpine CORP	-0.4%	—	Unchanged
14	CHTR	Charter Communications, Inc.	-0.4%	—	Unchanged
15	LAMR	Lamar Advertising Company	—	EXIT	Sold out
16	MLM	Martin Marietta Materials	—	EXIT	Sold out