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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 (2014Q3)
Portfolio Summary: 36 holdings with a total value of $137,804,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 116,220 16,054,000 11.65%
2 MICROSOFT CORP 182,425 8,457,000 6.14%
3 The Howard Hughes Corp. 49,391 7,408,000 5.38%
4 WISDOMTREE TR 135,402 7,084,000 5.14%
5 BANK AMER CORP 374,220 6,380,000 4.63%
6 YAHOO INC 151,020 6,154,000 4.47%
7 AMERICAN INTL GROUP INC 113,831 6,149,000 4.46%
8 MEDTRONIC PLC COM 95,915 5,941,000 4.31%
9 MARKEL CORP 9,206 5,856,000 4.25%
10 CORNING INC 300,745 5,816,000 4.22%
11 DILLARDS INC 51,500 5,612,000 4.07%
12 HARRIS CORP 77,550 5,149,000 3.74%
13 Cisco Systems Inc 202,210 5,089,000 3.69%
14 CAMBRIA ETF TR 177,925 4,042,000 2.93%
15 LEUCADIA NATIONAL CO 163,360 3,894,000 2.83%
16 SPDR GOLD TRUST 31,055 3,608,000 2.62%
17 VODAFONE GROUP PLC NEW 105,831 3,480,000 2.53%
18 AbbVie Inc 60,090 3,470,000 2.52%
19 CHEVRON CORP NEW 27,792 3,316,000 2.41%
20 APPLE INC 32,144 3,238,000 2.35%
21 H C P INC REIT 70,810 2,811,000 2.04%
22 ALAPHABET INC 4,561 2,683,000 1.95%
23 VERIZON COMMUNICATIONS 52,821 2,640,000 1.92%
24 ALPHABET INC 4,528 2,614,000 1.90%
25 ABBOTT LABS 60,090 2,499,000 1.81%
26 ISHARES TR 18,720 1,970,000 1.43%
27 Big Five Sporting 150,870 1,413,000 1.03%
28 SEARS HLDGS CORPORATION 54,439 1,373,000 1.00%
29 LANDS END INC NEW COM 16,344 672,000 0.49%
30 Global X SuperDividend ETF 27,860 667,000 0.48%
31 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,385 588,000 0.43%
32 Tesla Motors, Inc. 1,940 470,000 0.34%
33 ACCURAY INCORPORATED COM 50,000 363,000 0.26%
34 LinkedIn Corp 1,720 357,000 0.26%
35 SOLAR SR CAP LTD 22,025 338,000 0.25%
36 CRIMSON WINE GROUP 16,323 149,000 0.11%

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001279708-15-000013, filed 2015.12.07). Although 0001279708-15-000013 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.