Menlo Advisors as of Dec. 31, 2013
Portfolio Holdings for Menlo Advisors
Menlo Advisors holds 31 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) | 10.4 | $14M | 116k | 118.56 | |
| Vodafone | 6.0 | $7.9M | 201k | 39.31 | |
| Harris Corporation | 6.0 | $7.9M | 113k | 69.81 | |
| Yahoo! | 5.7 | $7.5M | 187k | 40.44 | |
| 5.4 | $7.1M | 6.3k | 1120.67 | ||
| Microsoft Corporation (MSFT) | 5.3 | $7.0M | 186k | 37.41 | |
| Howard Hughes | 4.5 | $6.0M | 50k | 120.08 | |
| American International (AIG) | 4.4 | $5.8M | 114k | 51.04 | |
| Corning Incorporated (GLW) | 4.3 | $5.7M | 318k | 17.82 | |
| Medtronic | 4.3 | $5.6M | 98k | 57.38 | |
| Bank of America Corporation (BAC) | 4.0 | $5.3M | 342k | 15.57 | |
| Markel Corporation (MKL) | 4.0 | $5.2M | 9.0k | 580.35 | |
| Dillard's (DDS) | 3.9 | $5.1M | 53k | 97.20 | |
| Leucadia National | 3.6 | $4.7M | 167k | 28.34 | |
| Cisco Systems (CSCO) | 3.5 | $4.6M | 206k | 22.43 | |
| SPDR Gold Trust (GLD) | 3.0 | $3.9M | 34k | 116.10 | |
| Chevron Corporation (CVX) | 2.7 | $3.6M | 29k | 124.89 | |
| Abbvie (ABBV) | 2.5 | $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 | 2.1 | $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 | |
| Global X Etf equity | 0.6 | $757k | 32k | 23.45 | |
| 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 |
