0001172661-18-000644.txt : 20180214 0001172661-18-000644.hdr.sgml : 20180214 20180214095124 ACCESSION NUMBER: 0001172661-18-000644 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPO ADVISORY CORP CENTRAL INDEX KEY: 0000919468 IRS NUMBER: 680247274 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04164 FILM NUMBER: 18608085 BUSINESS ADDRESS: STREET 1: 591 REDWOOD HIGHWAY STREET 2: SUITE 3215 CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 4153836600 MAIL ADDRESS: STREET 1: 591 REDWOOD HIGHWAY STREET 2: SUITE 3215 CITY: MILL VALLEY STATE: CA ZIP: 94941 FORMER COMPANY: FORMER CONFORMED NAME: SF ADVISORY CORP DATE OF NAME CHANGE: 19990329 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000919468 XXXXXXXX 12-31-2017 12-31-2017 false SPO ADVISORY CORP

591 Redwood Highway Suite 3215 Mill Valley CA 94941

13F HOLDINGS REPORT 028-04164 N Kim M. Silva 415-383-6600 /s/ Kim M. Silva Mill Valley CA 02-14-2018 2 28 4821835 1 0001046206 028-10289 SPO PARTNERS II LP 2 0001252458 028-10787 SAN FRANCISCO PARTNERS LP INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 25637 24500 SH DFND 2 24500 0 0 ALPHABET INC CAP STK CL C 02079K107 294038 281000 SH DFND 1 281000 0 0 ALTICE USA INC CL A 02156K103 82602 3890800 SH DFND 1 3890800 0 0 ALTICE USA INC CL A 02156K103 7093 334100 SH DFND 2 334100 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 477922 1422555 SH DFND 1 1422555 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 40021 119125 SH DFND 2 119125 0 0 EQUINIX INC COM PAR $0.001 29444U700 249362 550201 SH DFND 1 550201 0 0 EQUINIX INC COM PAR $0.001 29444U700 19748 43572 SH DFND 2 43572 0 0 LAREDO PETROLEUM INC COM 516806106 207765 19582005 SH DFND 1 19582005 0 0 LAREDO PETROLEUM INC COM 516806106 17264 1627100 SH DFND 2 1627100 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 24740 690300 SH DFND 1 690300 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 12284 342759 SH DFND 2 342759 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 63585 1878975 SH DFND 2 1878975 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 862207 25478932 SH DFND 1 25478932 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 24725 723800 SH DFND 2 723800 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 314019 9192600 SH DFND 1 9192600 0 0 LPL FINL HLDGS INC COM 50212V100 368109 6442226 SH DFND 1 6442226 0 0 LPL FINL HLDGS INC COM 50212V100 29667 519200 SH DFND 2 519200 0 0 PIONEER NAT RES CO COM 723787107 511255 2957796 SH DFND 1 2957796 0 0 PIONEER NAT RES CO COM 723787107 41078 237650 SH DFND 2 237650 0 0 SCHWAB CHARLES CORP NEW COM 808513105 485494 9450924 SH DFND 1 9450924 0 0 SCHWAB CHARLES CORP NEW COM 808513105 42504 827400 SH DFND 2 827400 0 0 ZAYO GROUP HLDGS INC COM 98919V105 426061 11577741 SH DFND 1 11577741 0 0 ZAYO GROUP HLDGS INC COM 98919V105 35023 951700 SH DFND 2 951700 0 0 ZILLOW GROUP INC CL A 98954M101 19942 489500 SH DFND 1 489500 0 0 ZILLOW GROUP INC CL A 98954M101 1634 40100 SH DFND 2 40100 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 10308 251900 SH DFND 2 251900 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 127748 3121900 SH DFND 1 3121900 0 0