SPO Advisory (John Scully) discloses updated portfolio positions in 13F filing: New ATUS positions, Closes OAS
Highlights from 2017 Q4 filing as compared to 2017 Q3 filing:
- New positions in: ATUS (~4.22 mln shares)
- Increased positions in: LPI (to ~21.21 mln shares from ~17.03 mln shares)
- Maintained positions in: LBTYK (~27.36 mln shares), ZAYO (~12.53 mln shares),FWONK (~9.92 mln shares), LPLA (~6.96 mln shares), Z (~3.37 mln shares), CHTR(~1.54 mln shares), EQIX (~0.59 mln shares), GOOG (~0.31 mln shares)
- Closed positions in: OAS (from ~10.25 mln shares)
- Decreased positions in: SCHW (to ~10.28 mln shares from ~14.23 mln shares), PXD (to ~3.2 mln from ~3.64 mln