Menlo Advisors as of March 31, 2014
Portfolio Holdings for Menlo Advisors
Menlo Advisors holds 32 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.3 | $15M | 117k | 124.96 | |
| Microsoft Corporation (MSFT) | 5.8 | $7.5M | 183k | 40.99 | |
| Howard Hughes | 5.5 | $7.1M | 50k | 142.70 | |
| Yahoo! | 5.1 | $6.7M | 186k | 35.90 | |
| Corning Incorporated (GLW) | 5.1 | $6.6M | 317k | 20.82 | |
| Bank of America Corporation (BAC) | 4.6 | $6.0M | 347k | 17.20 | |
| Medtronic | 4.5 | $5.9M | 96k | 61.54 | |
| American International (AIG) | 4.4 | $5.8M | 116k | 50.00 | |
| Harris Corporation | 4.3 | $5.6M | 77k | 73.16 | |
| Markel Corporation (MKL) | 4.1 | $5.4M | 9.0k | 596.01 | |
| 4.0 | $5.2M | 4.6k | 1114.30 | ||
| Dillard's (DDS) | 3.7 | $4.8M | 52k | 92.38 | |
| Leucadia National | 3.6 | $4.7M | 166k | 27.99 | |
| Cisco Systems (CSCO) | 3.5 | $4.6M | 206k | 22.41 | |
| WisdomTree Japan Total Dividend (DXJ) | 3.5 | $4.5M | 95k | 47.33 | |
| SPDR Gold Trust (GLD) | 3.1 | $4.1M | 33k | 123.61 | |
| Vodafone Group New Adr F (VOD) | 3.1 | $4.0M | 108k | 36.81 | |
| Chevron Corporation (CVX) | 2.6 | $3.3M | 28k | 118.89 | |
| Abbvie (ABBV) | 2.4 | $3.1M | 60k | 51.39 | |
| Market Vectors Gold Miners ETF | 2.2 | $2.9M | 123k | 23.60 | |
| HCP | 2.1 | $2.8M | 72k | 38.78 | |
| Sears Holdings Corporation | 2.0 | $2.6M | 55k | 47.75 | |
| Verizon Communications (VZ) | 2.0 | $2.5M | 54k | 47.57 | |
| Apple (AAPL) | 1.9 | $2.5M | 4.6k | 536.59 | |
| Big 5 Sporting Goods Corporation (BGFV) | 1.9 | $2.5M | 154k | 16.04 | |
| Abbott Laboratories (ABT) | 1.8 | $2.3M | 60k | 38.49 | |
| Global X Etf equity | 0.5 | $699k | 29k | 24.52 | |
| Accuray Incorporated (ARAY) | 0.4 | $480k | 50k | 9.60 | |
| Tesla Motors (TSLA) | 0.3 | $404k | 1.9k | 208.25 | |
| Solar Senior Capital | 0.3 | $383k | 22k | 17.09 | |
| Linkedin Corp | 0.2 | $318k | 1.7k | 184.88 | |
| Crimson Wine (CWGL) | 0.1 | $146k | 17k | 8.79 |
