Menlo Advisors

Menlo Advisors as of June 30, 2013

Portfolio Holdings for Menlo Advisors

Menlo Advisors holds 32 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 10.9 $13M 116k 111.92
Yahoo! 6.5 $7.7M 305k 25.13
American International (AIG) 6.2 $7.3M 163k 44.70
Microsoft Corporation (MSFT) 5.4 $6.4M 185k 34.54
Vodafone 4.9 $5.8M 202k 28.74
Harris Corporation 4.7 $5.6M 114k 49.25
Google 4.7 $5.6M 6.3k 880.27
Howard Hughes 4.7 $5.6M 50k 112.07
Hartford Financial Services (HIG) 4.4 $5.2M 167k 30.92
Cisco Systems (CSCO) 4.2 $5.0M 207k 24.33
Markel Corporation (MKL) 4.0 $4.8M 9.0k 526.89
Corning Incorporated (GLW) 3.8 $4.5M 318k 14.23
Bank of America Corporation (BAC) 3.7 $4.4M 342k 12.86
Leucadia National 3.7 $4.4M 167k 26.22
SPDR Gold Trust (GLD) 3.4 $4.0M 34k 119.09
Medtronic 3.1 $3.6M 71k 51.46
Chevron Corporation (CVX) 2.9 $3.4M 29k 118.32
HCP 2.8 $3.3M 72k 45.43
General Growth Properties 2.7 $3.2M 160k 19.87
Superior Energy Services 2.2 $2.6M 99k 25.94
Abbvie (ABBV) 2.1 $2.5M 61k 41.33
Research In Motion 1.9 $2.2M 209k 10.46
Abbott Laboratories (ABT) 1.8 $2.1M 61k 34.87
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.7 $2.0M 19k 104.99
Apple (AAPL) 1.5 $1.8M 4.6k 396.46
Global X Fds globx supdv us (DIV) 0.6 $704k 33k 21.38
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.6 $649k 6.0k 107.63
Solar Senior Capital 0.4 $424k 23k 18.38
Accuray Incorporated (ARAY) 0.3 $319k 56k 5.74
Linkedin Corp 0.3 $306k 1.7k 177.91
Tesla Motors (TSLA) 0.2 $216k 2.0k 107.20
Crimson Wine (CWGL) 0.1 $142k 17k 8.50