Dark
Light
System
Institutional Investment Manager
MENLO ADVISORS LLC
MENLO ADVISORS LLC (CIK: 0001279708), located at 659 Oak Grove Avenue, Menlo Park, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 34 holdings with a total value of $133,215,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 117,831 14,725,000 11.05%
2 MICROSOFT CORP 183,875 7,537,000 5.66%
3 The Howard Hughes Corp. 50,167 7,159,000 5.37%
4 YAHOO INC 186,615 6,699,000 5.03%
5 CORNING INC 318,285 6,626,000 4.97%
6 BANK AMER CORP 348,301 5,990,000 4.50%
7 MEDTRONIC PLC COM 96,440 5,934,000 4.45%
8 AMERICAN INTL GROUP INC 116,011 5,801,000 4.35%
9 HARRIS CORP 77,245 5,651,000 4.24%
10 MARKEL CORP 9,018 5,375,000 4.03%
11 ALAPHABET INC 4,655 5,188,000 3.89%
12 DILLARDS INC 52,570 4,857,000 3.65%
13 LEUCADIA NATIONAL CO 166,770 4,669,000 3.50%
14 Cisco Systems Inc 206,397 4,626,000 3.47%
15 WISDOMTREE TR 95,172 4,505,000 3.38%
16 SPDR GOLD TRUST 33,208 4,104,000 3.08%
17 VODAFONE GROUP PLC NEW 109,971 4,048,000 3.04%
18 CHEVRON CORP NEW 28,017 3,331,000 2.50%
19 AbbVie Inc 60,685 3,119,000 2.34%
20 Mkt Vect Gold Miners 123,015 2,903,000 2.18%
21 H C P INC REIT 72,005 2,793,000 2.10%
22 SEARS HLDGS CORPORATION 55,529 2,652,000 1.99%
23 VERIZON COMMUNICATIONS 54,275 2,581,000 1.94%
24 Big Five Sporting 153,580 2,464,000 1.85%
25 APPLE INC 4,592 2,464,000 1.85%
26 ABBOTT LABS 60,685 2,336,000 1.75%
27 ISHARES TR 18,720 1,974,000 1.48%
28 Global X SuperDividend ETF 29,390 721,000 0.54%
29 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,925 646,000 0.48%
30 ACCURAY INCORPORATED COM 50,000 480,000 0.36%
31 Tesla Motors, Inc. 1,940 404,000 0.30%
32 SOLAR SR CAP LTD 22,705 388,000 0.29%
33 LinkedIn Corp 1,720 318,000 0.24%
34 CRIMSON WINE GROUP 16,664 147,000 0.11%

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001279708-15-000011, filed 2015.12.07). Although 0001279708-15-000011 is marked by the manager as a New Holdings filing, our automated system processes it as a Restatement filing.

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.