# SPO ADVISORY CORP

> Institutional holdings reported to the SEC as of Q4 2018 on Form 13F. CIK 919468. Source: https://holderbook.com/funds/919468-spo-advisory-corp/

- Reported value: $2.1B
- Positions: 12
- Weight of the ten largest: 98.5%
- Filed: 2019-01-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $333.1M | 979,500 | 15.8% | 1 |
| LIBERTY GLOBAL PLC | [LBTYKXXXX](https://holderbook.com/stocks/LBTYKXXXX/) | $327.9M | 15,884,907 | 15.5% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $316.4M | 305,500 | 15.0% | 1 |
| CHARTER COMMUNICATIONS INC | [CHTR](https://holderbook.com/stocks/CHTR/) | $304.6M | 1,068,780 | 14.4% | 1 |
| LIBERTY MEDIA CORP DEL | [FWONKXXXX](https://holderbook.com/stocks/FWONKXXXX/) | $214.2M | 6,976,200 | 10.1% | 1 |
| VAIL RESORTS INC | [MTN](https://holderbook.com/stocks/MTN/) | $203.2M | 963,700 | 9.6% | 1 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $172.4M | 4,150,224 | 8.2% | 1 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $157.9M | 447,973 | 7.5% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $31.3M | 30,000 | 1.5% | 1 |
| LIBERTY GLOBAL PLC | [LBTYAXXXX](https://holderbook.com/stocks/LBTYAXXXX/) | $19.3M | 906,559 | 0.9% | 1 |
| ZILLOW GROUP INC | [Z](https://holderbook.com/stocks/Z/) | $18.2M | 575,000 | 0.9% | 1 |
| ELECTRONIC ARTS INC | [EA](https://holderbook.com/stocks/EA/) | $12.9M | 163,400 | 0.6% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2018 | $2.1B | 12 |