MENLO ADVISORS LLC Information

800 OAK GROVE AVE, MENLO PARK, California, 94025, (650) 688-0300

Report Date: 03/31/2015

Position Statistics

Total Positions 32
New Positions 1
Increased Positions 14
Decreased Positions 16
Positions with Activity 30
Sold Out Positions 0
Total Mkt Value (in $ millions) 135

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.83%
Capital Goods
Conglomerates
Consumer Cyclical 0.45%
Consumer/Non-Cyclical 0.11%
Energy 2.25%
Financial 36.6%
Healthcare 11.64%
Services 21.97%
Technology 23.79%
Transportation
Utilities

32 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 16,606 60 .36 115,833
HOWARD HUGHES CORP COM 7,853 410 5.50 52,058
WISDOMTREE TR JAPN HEDGE EQT 7,830 -23 (0.3) 135,983
MEDTRONIC PLC SHS 7,285 79 1.10 96,361
MARKEL CORP COM 6,896 -25 (0.36) 9,202
MICROSOFT CORP COM 6,821 -1,989 (22.58) 140,184
DILLARDS INC CL A 6,666 -29 (0.44) 49,975
AMERICAN INTL GROUP INC COM NEW 6,581 .00 113,978
YAHOO INC COM 6,359 83 1.32 149,577
HARRIS CORP DEL COM 6,313 11 .17 78,473
BANK AMER CORP COM 6,133 64 1.06 380,670
CISCO SYS INC COM 5,867 -19 (0.33) 201,413
ABBVIE INC COM 5,404 1,588 41.63 84,016
APPLE INC COM 4,013 -39 (0.96) 31,121
CORNING INC COM 3,889 -2,351 (37.68) 181,375
LEUCADIA NATL CORP COM 3,825 19 .51 159,651
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 3,792 40 1.07 108,552
SPDR GOLD TRUST GOLD SHS 3,491 -16 (0.46) 30,870
CHEVRON CORP NEW COM 3,048 -8 (0.25) 27,952
HCP INC COM 2,978 39 1.33 73,354


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