SPO Advisory (John Scully) discloses updated portfolio positions in 13F filing: Closed out SBAC and LILA
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- Increased positions in: Z (to ~3.36 mln shares from ~2.39 mln shares), ZG (to ~0.48 mln from ~0.35 mln), GOOG(to ~0.31 mln from ~0.21 mln)
- Maintained positions in: LBTYK (~30.26 mln shares), LPI (~17.03 mln shares), SCHW (~14.23 mln shares), ZAYO(~13.43 mln shares), FWONK (~9.92 mln shares), PXD (~3.64 mln shares), CHTR (~1.6 mln shares), EQIX (~0.59 mln shares)
- Closed positions in: SBAC (from ~1.71 mln shares), LILA (from ~0.05 mln)
- Decreased positions in: LILAK (to ~1.32 mln shares from ~3.86 mln shares), LPLA (to ~6.96 mln from ~8.19 mln)