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) 132

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

Sector Weighting

Basic Materials 2.96%
Capital Goods
Conglomerates
Consumer Cyclical 0.57%
Consumer/Non-Cyclical 0.11%
Energy 2.03%
Financial 38.07%
Healthcare 12.14%
Services 20.75%
Technology 23.08%
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 15,914 57 .36 115,833
WISDOMTREE TR JAPN HEDGE EQT 7,861 -24 (0.3) 135,983
MARKEL CORP COM 7,638 -27 (0.36) 9,202
HOWARD HUGHES CORP COM 7,434 388 5.50 52,058
MEDTRONIC PLC SHS 7,112 77 1.10 96,361
AMERICAN INTL GROUP INC COM NEW 7,076 .00 113,978
BANK AMER CORP COM 6,483 68 1.06 380,670
MICROSOFT CORP COM 6,224 -1,815 (22.58) 140,184
HARRIS CORP DEL COM 6,100 10 .17 78,473
YAHOO INC COM 5,890 77 1.32 149,577
ABBVIE INC COM 5,731 1,684 41.63 84,016
CISCO SYS INC COM 5,505 -18 (0.33) 201,413
DILLARDS INC CL A 5,312 -23 (0.44) 49,975
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 3,982 42 1.07 108,552
APPLE INC COM 3,935 -38 (0.96) 31,121
LEUCADIA NATL CORP COM 3,916 20 .51 159,651
CORNING INC COM 3,573 -2,160 (37.68) 181,375
SPDR GOLD TRUST GOLD SHS 3,450 -16 (0.46) 30,870
ABBOTT LABS COM 2,915 -16 (0.54) 59,001
HCP INC COM 2,713 36 1.33 73,354


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