Wall St. Watchdog reveals information regarding SPO Advisory Corp.’s top holdings in the Services sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Services sector at the end of the quarter with an aggregate market value of $1.333 billion.

• Visa Inc. (NYSE:V): On 06/30/2011, SPO Advisory Corp. reported holding 7,015,554 shares with a market value of $591,130,595. This comprised 7.19% of the total portfolio. On 09/30/2011, SPO Advisory Corp. reported holding 7,373,554 shares with a market value of $632,061,058. This comprised 9.44% of the total portfolio. The net change in shares for this position over the two quarters is 358,000. About Company: Visa Inc. operates a retail electronic payments network and manages global financial services. The Company also offers global commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses and government entities.
• Lamar Advertising Co. (NASDAQ:LAMR): On 06/30/2011, SPO Advisory Corp. reported holding 18,638,714 shares with a market value of $510,141,618. This comprised 6.21% of the total portfolio. On 09/30/2011, SPO Advisory Corp. reported holding 18,638,714 shares with a market value of $317,417,312. This comprised 4.74% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Lamar Advertising Company owns and operates outdoor advertising structures in the United States. The Company provides poster and bulletin displays, as well as logo signs. Lamar also operates tourism signage franchises in the United States and Canada.
• Liberty Global Inc. (NASDAQ:LBTYA): On 06/30/2011, SPO Advisory Corp. reported holding 7,416,619 shares with a market value of $334,044,527. This comprised 4.07% of the total portfolio. On 09/30/2011, SPO Advisory Corp. reported holding 7,062,619 shares with a market value of $255,525,558. This comprised 3.82% of the total portfolio. The net change in shares for this position over the two quarters is -354,000. About Company: Liberty Global, Inc. owns interests in broadband, distribution, and content companies operating outside the continental United States, principally in Europe, Asia, and Latin America.
• Sba Communications Corp. (NASDAQ:SBAC): On 06/30/2011, SPO Advisory Corp. reported holding 3,715,805 shares with a market value of $141,906,588. This comprised 1.73% of the total portfolio. On 09/30/2011, SPO Advisory Corp. reported holding 3,715,805 shares with a market value of $128,120,955. This comprised 1.91% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: SBA Communications Corporation owns and operates wireless communications infrastructure in the United States. The Company offers both site leasing and site development services. SBA leases antenna space on its multi-tenant towers to a variety of wireless service providers under long-term lease contracts. The Company also offers site development consulting and construction.

(Note: Data regarding SPO Advisory Corp.’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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