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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 (2014Q2)
Portfolio Summary: 37 holdings with a total value of $139,361,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 117,831 14,912,000 10.70%
2 The Howard Hughes Corp. 50,167 7,918,000 5.68%
3 MICROSOFT CORP 183,875 7,667,000 5.50%
4 CORNING INC 313,185 6,874,000 4.93%
5 AMERICAN INTL GROUP INC 116,011 6,331,000 4.54%
6 MEDTRONIC PLC COM 96,440 6,149,000 4.41%
7 DILLARDS INC 52,570 6,130,000 4.40%
8 MARKEL CORP 9,018 5,912,000 4.24%
9 BANK AMER CORP 384,540 5,910,000 4.24%
10 HARRIS CORP 77,245 5,851,000 4.20%
11 Cisco Systems Inc 206,399 5,129,000 3.68%
12 WISDOMTREE TR 95,172 4,697,000 3.37%
13 YAHOO INC 131,945 4,635,000 3.33%
14 LEUCADIA NATIONAL CO 166,770 4,372,000 3.14%
15 SPDR GOLD TRUST 33,208 4,251,000 3.05%
16 CHEVRON CORP NEW 28,017 3,657,000 2.62%
17 VODAFONE GROUP PLC NEW 108,416 3,620,000 2.60%
18 AbbVie Inc 60,685 3,425,000 2.46%
19 Mkt Vect Gold Miners 123,015 3,253,000 2.33%
20 APPLE INC 32,144 2,987,000 2.14%
21 H C P INC REIT 72,005 2,979,000 2.14%
22 ALAPHABET INC 4,655 2,721,000 1.95%
23 ALPHABET INC 4,622 2,658,000 1.91%
24 VERIZON COMMUNICATIONS 53,715 2,628,000 1.89%
25 ABBOTT LABS 60,685 2,482,000 1.78%
26 MARKET VECTORS TR RUSSIAETF 92,110 2,425,000 1.74%
27 SEARS HLDGS CORPORATION 55,529 2,218,000 1.59%
28 ISHARES TR 18,720 1,978,000 1.42%
29 Big Five Sporting 153,580 1,884,000 1.35%
30 Global X SuperDividend ETF 29,390 765,000 0.55%
31 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,925 652,000 0.47%
32 LANDS END INC NEW COM 16,670 559,000 0.40%
33 Tesla Motors, Inc. 1,940 465,000 0.33%
34 ACCURAY INCORPORATED COM 50,000 440,000 0.32%
35 SOLAR SR CAP LTD 22,705 383,000 0.27%
36 LinkedIn Corp 1,720 294,000 0.21%
37 CRIMSON WINE GROUP 16,664 150,000 0.11%

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001279708-15-000012, filed 2015.12.07). Although 0001279708-15-000012 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.