Menlo Advisors

Menlo Advisors as of March 31, 2015

Portfolio Holdings for Menlo Advisors

Menlo Advisors holds 37 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 11.9 $17M 116k 144.32
Howard Hughes 5.8 $8.1M 52k 155.02
Medtronic (MDT) 5.4 $7.5M 96k 77.99
WisdomTree Japan Total Dividend (DXJ) 5.3 $7.5M 136k 55.12
Markel Corporation (MKL) 5.0 $7.1M 9.2k 768.85
Dillard's (DDS) 4.9 $6.8M 50k 136.51
Yahoo! 4.8 $6.6M 150k 44.43
American International (AIG) 4.5 $6.2M 114k 54.78
Harris Corporation 4.4 $6.2M 79k 78.75
Bank of America Corporation (BAC) 4.2 $5.9M 381k 15.39
Microsoft Corporation (MSFT) 4.1 $5.7M 140k 40.65
Cisco Systems (CSCO) 4.0 $5.5M 201k 27.52
Abbvie (ABBV) 3.5 $4.9M 84k 58.54
Corning Incorporated (GLW) 2.9 $4.1M 181k 22.68
Apple (AAPL) 2.8 $3.9M 31k 124.42
Cambria Etf Tr global value (GVAL) 2.6 $3.7M 184k 19.97
Leucadia National 2.5 $3.6M 160k 22.29
Vodafone Group New Adr F (VOD) 2.5 $3.5M 109k 32.68
SPDR Gold Trust (GLD) 2.5 $3.5M 31k 113.63
HCP 2.3 $3.2M 73k 43.20
Chevron Corporation (CVX) 2.1 $2.9M 28k 104.97
Abbott Laboratories (ABT) 1.9 $2.7M 59k 46.32
Alphabet Inc Class A cs (GOOGL) 1.8 $2.5M 4.5k 554.57
Alphabet Inc Class C cs (GOOG) 1.8 $2.5M 4.5k 547.78
Big 5 Sporting Goods Corporation (BGFV) 1.4 $2.0M 149k 13.27
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.4 $2.0M 19k 105.50
Alleghany Corporation 0.7 $955k 2.0k 486.50
Global X Etf equity 0.5 $635k 28k 23.12
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.4 $595k 5.4k 110.49
Lands' End (LE) 0.4 $582k 16k 35.86
Tesla Motors (TSLA) 0.4 $507k 2.7k 188.48
Linkedin Corp 0.3 $429k 1.7k 249.42
Accuray Incorporated (ARAY) 0.3 $390k 42k 9.29
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 0.2 $350k 14k 24.31
Solar Senior Capital 0.2 $349k 22k 16.11
Ishares Tr core strm usbd (ISTB) 0.2 $252k 2.5k 100.80
Crimson Wine (CWGL) 0.1 $147k 16k 9.06