Hedge Fund - Spo Advisory Corp

John H. Scully Bio, Returns, Net Worth

SPO Advisory Corp is a value investing fund founded around 1990 by John Scully, the late William Patterson, and William Oberndorf. Scully has an MBA from Stanford and is also a graduate of Princeton University’s Woodrow Wilson School. His work outside finance includes the Making Waves Educational Program and participation on several Stanford boards. SPO is most famous for an investment in Plum Creek Timber in the 1990s. It tends to hold a very concentrated portfolio; according to our database, over half of its invested capital was in only four stocks.

John H. Scully
Fund Profile
Showing:
Fund Holdings Sector Distribution
Fund Name: Spo Advisory Corp
Manager John H. Scully
Portfolio Value $7,186,571,000
Change This QTR +1.05%
Showing:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) SCHW 46,349,487 $1,205,087 16.76%
2.) LBTYK 12,578,165 $1,060,591 -4% 14.75%
3.) PXD 5,031,789 $926,202 +11% 12.88%
4.) CHTR 6,236,608 $852,919 11.86%
5.) CCI 10,905,649 $800,802 +28% 11.14%
6.) EQIX 4,024,400 $714,130 +13% 9.93%
7.) CPN 30,305,808 $591,266 8.22%
8.) V 2,511,693 $559,304 7.78%
9.) BIN 7,654,540 $189,449 2.63%
10.) REN 17,112,010 $154,521 2.15%
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