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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 (2015Q1)
Portfolio Summary: 37 holdings with a total value of $139,988,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 115,833 16,717,000 11.94%
2 The Howard Hughes Corp. 52,058 8,070,000 5.76%
3 MEDTRONIC PLC COM 96,361 7,515,000 5.37%
4 WISDOMTREE TR 135,983 7,495,000 5.35%
5 MARKEL CORP 9,202 7,075,000 5.05%
6 DILLARDS INC 49,975 6,822,000 4.87%
7 YAHOO INC 149,577 6,646,000 4.75%
8 AMERICAN INTL GROUP INC 113,978 6,244,000 4.46%
9 HARRIS CORP 78,473 6,180,000 4.41%
10 BANK AMER CORP 380,670 5,858,000 4.18%
11 MICROSOFT CORP 140,184 5,699,000 4.07%
12 Cisco Systems Inc 201,413 5,543,000 3.96%
13 AbbVie Inc 84,016 4,918,000 3.51%
14 CORNING INC 181,375 4,113,000 2.94%
15 APPLE INC 31,121 3,872,000 2.77%
16 CAMBRIA ETF TR 183,696 3,668,000 2.62%
17 LEUCADIA NATIONAL CO 159,651 3,558,000 2.54%
18 VODAFONE GROUP PLC NEW 108,552 3,547,000 2.53%
19 SPDR GOLD TRUST 30,872 3,508,000 2.51%
20 H C P INC REIT 73,354 3,169,000 2.26%
21 CHEVRON CORP NEW 27,952 2,934,000 2.10%
22 ABBOTT LABS 59,001 2,733,000 1.95%
23 ALAPHABET INC 4,508 2,500,000 1.79%
24 ALPHABET INC 4,489 2,459,000 1.76%
25 Big Five Sporting 149,183 1,979,000 1.41%
26 ISHARES TR 18,720 1,975,000 1.41%
27 ALLEGHANY CORP 1,963 955,000 0.68%
28 Global X SuperDividend ETF 27,470 635,000 0.45%
29 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 5,385 595,000 0.43%
30 LANDS END INC NEW COM 16,228 582,000 0.42%
31 Tesla Motors, Inc. 2,690 507,000 0.36%
32 LinkedIn Corp 1,720 429,000 0.31%
33 ACCURAY INCORPORATED COM 42,000 390,000 0.28%
34 SPDR NUVEEN BARCLAYS XXX REVER 14,400 350,000 0.25%
35 SOLAR SR CAP LTD 21,665 349,000 0.25%
36 ISHARES CORE 1 5 YEAR USD BOND 2,500 252,000 0.18%
37 CRIMSON WINE GROUP 16,226 147,000 0.11%

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001279708-15-000015, filed 2015.12.07). Although 0001279708-15-000015 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.