MENLO ADVISORS LLC
800 OAK GROVE AVE, MENLO PARK, California, 94025, (650) 688-0300
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 35 |
| New Positions | 2 |
| Increased Positions | 12 |
| Decreased Positions | 12 |
| Positions with Activity | 24 |
| Sold Out Positions | 4 |
| Total Mkt Value (in $ millions) |
132 |
Sector Weighting
| Basic Materials | 3.98% |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 1.76% |
| Energy | 4.89% |
| Financial | 40.66% |
| Healthcare | 6.95% |
| Services | 19.01% |
| Technology | 22.75% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
35 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 12,952 | -11 | (0.09) | 115,801 |
| WISDOMTREE TRUST | EMERG MKTS ETF | 9,448 | 4,814 | 103.88 | 168,530 |
| YAHOO INC | COM | 8,084 | New | 304,580 | |
| AMERICAN INTL GROUP INC | COM NEW | 7,236 | 49 | .68 | 163,296 |
| HARTFORD FINL SVCS GROUP INC | COM | 6,589 | -19 | (0.28) | 215,030 |
| MICROSOFT CORP | COM | 6,417 | 3,084 | 92.51 | 185,406 |
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 5,926 | 282 | 5.00 | 202,043 |
| HARRIS CORP DEL | COM | 5,686 | New | 113,950 | |
| GOOGLE INC | CL A | 5,631 | 2,112 | 60.04 | 6,331 |
| LEUCADIA NATL CORP | COM | 5,230 | 19 | .37 | 167,190 |
| HOWARD HUGHES CORP | COM | 5,053 | 2,152 | 74.19 | 49,540 |
| CORNING INC | COM | 5,045 | New | 319,310 | |
| CISCO SYS INC | COM | 4,822 | New | 206,593 | |
| MARKEL CORP | COM | 4,808 | New | 9,017 | |
| SPDR GOLD TRUST | GOLD SHS | 4,762 | 1,450 | 43.78 | 36,093 |
| BANK OF AMERICA CORPORATION | COM | 4,328 | 1,650 | 61.58 | 325,181 |
| MEDTRONIC INC | COM | 3,648 | New | 70,790 | |
| CHEVRON CORP NEW | COM | 3,575 | New | 28,617 | |
| GENERAL GROWTH PPTYS INC NEW | COM | 3,521 | -9 | (0.26) | 159,550 |
| ABBVIE INC | COM | 2,881 | -2 | (0.07) | 61,620 |
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