Menlo Advisors

Menlo Advisors as of Dec. 31, 2013

Portfolio Holdings for Menlo Advisors

Menlo Advisors holds 33 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 10.2 $14M 116k 118.56
Vodafone Group New Adr F (VOD) 5.9 $7.9M 201k 39.31
Harris Corporation 5.9 $7.9M 113k 69.81
Yahoo! 5.6 $7.5M 187k 40.44
Alphabet Inc Class A cs (GOOGL) 5.3 $7.1M 6.3k 1120.68
Microsoft Corporation (MSFT) 5.2 $7.0M 186k 37.41
Howard Hughes 4.4 $6.0M 50k 120.08
American International (AIG) 4.3 $5.8M 114k 51.04
Corning Incorporated (GLW) 4.2 $5.7M 318k 17.82
Medtronic (MDT) 4.2 $5.6M 98k 57.38
Bank of America Corporation (BAC) 4.0 $5.3M 342k 15.57
Markel Corporation (MKL) 3.9 $5.2M 9.0k 580.35
Dillard's (DDS) 3.8 $5.1M 53k 97.20
Leucadia National 3.5 $4.7M 167k 28.34
Cisco Systems (CSCO) 3.5 $4.6M 206k 22.43
SPDR Gold Trust (GLD) 2.9 $3.9M 34k 116.12
Chevron Corporation (CVX) 2.7 $3.6M 29k 124.89
Abbvie (ABBV) 2.4 $3.2M 61k 52.80
General Growth Properties 2.4 $3.2M 159k 20.07
Big 5 Sporting Goods Corporation (BGFV) 2.3 $3.0M 154k 19.81
Sears Holdings Corporation 2.0 $2.7M 56k 49.03
Apple (AAPL) 2.0 $2.6M 4.7k 560.83
HCP 2.0 $2.6M 72k 36.31
Superior Energy Services 2.0 $2.6M 99k 26.61
Abbott Laboratories (ABT) 1.8 $2.4M 61k 38.32
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.5 $2.0M 19k 105.45
Global X Etf equity 0.6 $757k 32k 23.45
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.5 $639k 5.9k 107.85
Accuray Incorporated (ARAY) 0.3 $435k 50k 8.70
Solar Senior Capital 0.3 $413k 23k 18.19
Linkedin Corp 0.3 $372k 1.7k 216.28
Tesla Motors (TSLA) 0.2 $303k 2.0k 150.37
Crimson Wine (CWGL) 0.1 $147k 17k 8.82