Institutions / Spo Advisory Corp
Spo Advisory Corp
CIK 919468 · Institutionalso an insider · as of Dec 31, 2014
Portfolio value
$7.50B
Positions
14
As of
Dec 31, 2014
Holdings
Dec 31, 2014
| Company | Value | % of portfolio |
|---|---|---|
| Equinix, Inc. | $1.27B | 16.9% |
| Charter Communication Inc | $1.26B | 16.8% |
| Liberty Global PLC | $1.09B | 14.6% |
| Pioneer Nat Res Co | $1.02B | 13.6% |
| Schwab Charles CorpSCHW | $1.00B | 13.4% |
| Qualcomm INC/DEQCOM | $553.06M | 7.4% |
| Visa Inc.V | $356.51M | 4.8% |
| Range Resources CorpRRC | $256.35M | 3.4% |
| LPL Financial Holdings Inc.LPLA | $246.22M | 3.3% |
| Crown Castle International CorpCCI | $229.92M | 3.1% |
| Oasis Pete Inc. | $127.94M | 1.7% |
| Zayo Group Hldgs Inc. | $51.97M | 0.7% |
| Resolute Energy Corp | $22.59M | 0.3% |
| Liberty Global PLC | $14.50M | 0.2% |
Activity
Dec 31, 2014
This fund's quarter-over-quarter position changes — what it's buying and selling.
No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also trades as an insiderView all →
| When | What happened | Size | Change in position | Impact |
|---|---|---|---|---|
| Mar 4, 2015 | Bought CHRD 10% owner · Open-market buy | $102.40M 8,000,000 sh @ $13 | +64.65% · grew it by half or more 12.4M → 20.4M sh · 37.25% of company | high |
| Jan 23, 2015 | Bought CHRD 10% owner · Open-market buy | $13.24M 1,000,000 sh @ $13 | +8.72% · a meaningful add 11.5M → 12.5M sh · 22.80% of company | high |
| Jan 9, 2015 | Bought CHRD 10% owner · Open-market buy | $7.49M 500,000 sh @ $15 |