Menlo Advisors as of Sept. 30, 2013
Portfolio Holdings for Menlo Advisors
Menlo Advisors holds 33 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.4 | $13M | 116k | 113.51 | |
| American International (AIG) | 6.3 | $7.9M | 163k | 48.63 | |
| Vodafone | 5.6 | $7.1M | 202k | 35.18 | |
| Harris Corporation | 5.4 | $6.8M | 114k | 59.30 | |
| Yahoo! | 5.0 | $6.3M | 189k | 33.17 | |
| Microsoft Corporation (MSFT) | 4.9 | $6.2M | 186k | 33.28 | |
| Howard Hughes | 4.4 | $5.6M | 50k | 112.36 | |
| 4.4 | $5.5M | 6.3k | 875.83 | ||
| Medtronic | 4.2 | $5.2M | 98k | 53.24 | |
| Cisco Systems (CSCO) | 3.8 | $4.8M | 206k | 23.43 | |
| Bank of America Corporation (BAC) | 3.8 | $4.7M | 342k | 13.80 | |
| Markel Corporation (MKL) | 3.7 | $4.7M | 9.0k | 517.69 | |
| Corning Incorporated (GLW) | 3.7 | $4.6M | 318k | 14.59 | |
| Leucadia National | 3.6 | $4.5M | 167k | 27.24 | |
| SPDR Gold Trust (GLD) | 3.4 | $4.3M | 34k | 128.17 | |
| Dillard's (DDS) | 3.3 | $4.1M | 53k | 78.30 | |
| Chevron Corporation (CVX) | 2.8 | $3.5M | 29k | 121.47 | |
| Sears Holdings Corporation | 2.6 | $3.3M | 56k | 59.48 | |
| Big 5 Sporting Goods Corporation (BGFV) | 2.6 | $3.2M | 200k | 16.10 | |
| General Growth Properties | 2.5 | $3.1M | 160k | 19.29 | |
| HCP | 2.3 | $2.9M | 72k | 40.94 | |
| Abbvie (ABBV) | 2.2 | $2.7M | 61k | 44.72 | |
| Superior Energy Services | 2.0 | $2.5M | 99k | 25.03 | |
| Apple (AAPL) | 1.7 | $2.2M | 4.6k | 476.72 | |
| Abbott Laboratories (ABT) | 1.6 | $2.0M | 61k | 33.19 | |
| Blackberry (BB) | 1.1 | $1.3M | 169k | 7.94 | |
| Market Vectors Gold Miners ETF | 0.8 | $981k | 39k | 25.00 | |
| Global X Etf equity | 0.6 | $753k | 33k | 22.87 | |
| Linkedin Corp | 0.3 | $423k | 1.7k | 245.93 | |
| Solar Senior Capital | 0.3 | $417k | 23k | 18.08 | |
| Accuray Incorporated (ARAY) | 0.3 | $402k | 55k | 7.36 | |
| Tesla Motors (TSLA) | 0.3 | $389k | 2.0k | 193.05 | |
| Crimson Wine (CWGL) | 0.1 | $159k | 17k | 9.54 |
