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