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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)
Original 13F HR (0001279708-14-000004) filed in 2014.04.22
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL CL B 117,371 14,667 11.28%
2 MICROSOFT CORP 183,180 7,508 5.77%
3 HOWARD HUGHES CORP 49,964 7,130 5.48%
4 YAHOO INC 185,880 6,673 5.13%
5 CORNING INC 317,085 6,601 5.08%
6 BANK OF AMERICA CORP 346,976 5,967 4.59%
7 Medtronic Inc. 96,090 5,913 4.55%
8 AMERICAN INTERNATIONAL GROUP 115,576 5,779 4.44%
9 HARRIS CORP DEL 76,945 5,629 4.33%
10 MARKEL CORP 8,983 5,354 4.12%
11 Alphabet Inc. Class C 4,637 5,167 3.97%
12 DILLARDS INC 52,370 4,838 3.72%
13 LEUCADIA NATIONAL CORP 166,140 4,651 3.58%
14 Cisco Systems, Inc. 205,712 4,611 3.55%
15 WISDOMTREE TR 94,822 4,488 3.45%
16 SPDR GOLD TRUST 33,080 4,089 3.14%
17 VODAFONE GROUP PLC NEW 108,020 3,976 3.06%
18 CHEVRONTEXACO CORP 28,017 3,331 2.56%
19 AbbVie Inc 60,270 3,097 2.38%
20 Mkt Vect Gold Miners 122,865 2,900 2.23%
21 HCP INC 71,735 2,782 2.14%
22 SEARS HOLDINGS CORP 55,309 2,641 2.03%
23 Verizon Communications 53,525 2,546 1.96%
24 APPLE INC 4,592 2,464 1.90%
25 Big Five Sporting 153,580 2,464 1.90%
26 ABBOTT LABS 60,270 2,320 1.78%
27 Global X SuperDividend ETF 28,510 699 0.54%
28 ACCURAY INC 50,000 480 0.37%
29 Tesla Inc 1,940 404 0.31%
30 Solar Sr Cap Ltd 22,405 383 0.29%
31 LinkedIn Corp 1,720 318 0.24%
32 CRIMSON WINE GROUP 16,601 146 0.11%
New Holding filing (0001279708-15-000011) filed in 2015.12.07, by the way our system suggest this is a Restatement filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL CL B 117,831 14,725 11.05%
2 MICROSOFT CORP 183,875 7,537 5.66%
3 HOWARD HUGHES CORP 50,167 7,159 5.37%
4 YAHOO INC 186,615 6,699 5.03%
5 CORNING INC 318,285 6,626 4.97%
6 BANK OF AMERICA CORP 348,301 5,990 4.50%
7 Medtronic PLC 96,440 5,934 4.45%
8 AMERICAN INTERNATIONAL GROUP 116,011 5,801 4.35%
9 HARRIS CORP DEL 77,245 5,651 4.24%
10 MARKEL CORP 9,018 5,375 4.03%
11 Alphabet Inc Cl A 4,655 5,188 3.89%
12 DILLARDS INC 52,570 4,857 3.65%
13 LEUCADIA NATIONAL CORP 166,770 4,669 3.50%
14 Cisco Systems, Inc. 206,397 4,626 3.47%
15 WISDOMTREE TR 95,172 4,505 3.38%
16 SPDR GOLD TRUST 33,208 4,104 3.08%
17 VODAFONE GROUP PLC NEW 109,971 4,048 3.04%
18 CHEVRONTEXACO CORP 28,017 3,331 2.50%
19 AbbVie Inc 60,685 3,119 2.34%
20 Mkt Vect Gold Miners 123,015 2,903 2.18%
21 HCP INC 72,005 2,793 2.10%
22 SEARS HOLDINGS CORP 55,529 2,652 1.99%
23 Verizon Communications 54,275 2,581 1.94%
24 APPLE INC 4,592 2,464 1.85%
25 Big Five Sporting 153,580 2,464 1.85%
26 ABBOTT LABS 60,685 2,336 1.75%
27 ISHARES TR 18,720 1,974 1.48%
28 Global X SuperDividend ETF 29,390 721 0.54%
29 ISHARES TR 5,925 646 0.48%
30 ACCURAY INC 50,000 480 0.36%
31 Tesla Inc 1,940 404 0.30%
32 Solar Sr Cap Ltd 22,705 388 0.29%
33 LinkedIn Corp 1,720 318 0.24%
34 CRIMSON WINE GROUP 16,664 147 0.11%