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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 (2014Q4)
Original 13F HR (0001279708-15-000002) filed in 2015.01.16
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 115,417 17,329 12.93%
2 MICROSOFT CORP 181,072 8,410 6.27%
3 YAHOO INC 147,629 7,456 5.56%
4 MEDTRONIC INC 95,315 6,881 5.13%
5 BANK AMER CORP 376,680 6,738 5.03%
6 WISDOMTREE TR 136,390 6,714 5.01%
7 CORNING INC 291,020 6,673 4.98%
8 The Howard Hughes Corp. 49,343 6,435 4.80%
9 AMERICAN INTL GROUP INC 113,974 6,383 4.76%
10 MARKEL CORP 9,235 6,306 4.70%
11 DILLARDS INC 50,195 6,283 4.69%
12 HARRIS CORP 78,339 5,626 4.20%
13 Cisco Systems Inc 202,069 5,620 4.19%
14 AbbVie Inc 59,322 3,882 2.90%
15 VODAFONE GROUP PLC NEW 107,402 3,669 2.74%
16 LEUCADIA NATIONAL CO 158,848 3,561 2.66%
17 SPDR GOLD TRUST 31,011 3,522 2.63%
18 APPLE INC 31,422 3,468 2.59%
19 H C P INC REIT 72,388 3,187 2.38%
20 CHEVRON CORP NEW 28,022 3,143 2.34%
21 ABBOTT LABS 59,322 2,670 1.99%
22 GOOGLE INC CL A 4,550 2,414 1.80%
23 ALPHABET INC C NON VOTING SHAR 4,467 2,351 1.75%
24 Big Five Sporting 149,774 2,191 1.63%
25 LANDS END INC NEW COM 16,331 881 0.66%
26 Global X SuperDividend ETF 27,825 641 0.48%
27 Tesla Motors, Inc. 1,940 431 0.32%
28 LinkedIn Corp 1,720 395 0.29%
29 SOLAR SR CAP LTD 22,025 329 0.25%
30 ACCURAY INCORPORATED COM 42,000 317 0.24%
31 CRIMSON WINE GROUP 16,312 154 0.11%
New Holding filing (0001279708-15-000014) filed in 2015.12.07, by the way our system suggest this is a Restatement filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 115,417 17,329 12.32%
2 MICROSOFT CORP 181,072 8,410 5.98%
3 YAHOO INC 147,629 7,456 5.30%
4 MEDTRONIC PLC COM 95,315 6,881 4.89%
5 BANK AMER CORP 376,680 6,738 4.79%
6 WISDOMTREE TR 136,390 6,714 4.77%
7 CORNING INC 291,020 6,673 4.74%
8 The Howard Hughes Corp. 49,343 6,435 4.57%
9 AMERICAN INTL GROUP INC 113,974 6,383 4.54%
10 MARKEL CORP 9,235 6,306 4.48%
11 DILLARDS INC 50,195 6,283 4.47%
12 HARRIS CORP 78,339 5,626 4.00%
13 Cisco Systems Inc 202,069 5,620 4.00%
14 AbbVie Inc 59,322 3,882 2.76%
15 VODAFONE GROUP PLC NEW 107,402 3,669 2.61%
16 LEUCADIA NATIONAL CO 158,848 3,561 2.53%
17 CAMBRIA ETF TR 179,923 3,536 2.51%
18 SPDR GOLD TRUST 31,013 3,522 2.50%
19 APPLE INC 31,422 3,468 2.47%
20 H C P INC REIT 72,388 3,187 2.27%
21 CHEVRON CORP NEW 28,022 3,143 2.23%
22 ABBOTT LABS 59,322 2,670 1.90%
23 ALAPHABET INC 4,550 2,414 1.72%
24 ALPHABET INC 4,467 2,351 1.67%
25 Big Five Sporting 149,774 2,191 1.56%
26 ISHARES TR 18,720 1,968 1.40%
27 LANDS END INC NEW COM 16,331 881 0.63%
28 Global X SuperDividend ETF 27,825 641 0.46%
29 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,385 588 0.42%
30 Tesla Motors, Inc. 1,940 431 0.31%
31 LinkedIn Corp 1,720 395 0.28%
32 SOLAR SR CAP LTD 22,025 329 0.23%
33 ACCURAY INCORPORATED COM 42,000 317 0.23%
34 SPDR NUVEEN BARCLAYS XXX REVER 11,000 267 0.19%
35 ISHARES CORE 1 5 YEAR USD BOND 2,500 250 0.18%
36 CRIMSON WINE GROUP 16,312 154 0.11%