Menlo Advisors as of March 31, 2015
Portfolio Holdings for Menlo Advisors
Menlo Advisors holds 32 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) | 12.6 | $17M | 116k | 144.32 | |
| Howard Hughes | 6.1 | $8.1M | 52k | 155.02 | |
| Medtronic (MDT) | 5.6 | $7.5M | 96k | 77.99 | |
| WisdomTree Japan Total Dividend (DXJ) | 5.6 | $7.5M | 136k | 55.12 | |
| Markel Corporation (MKL) | 5.3 | $7.1M | 9.2k | 768.85 | |
| Dillard's (DDS) | 5.1 | $6.8M | 50k | 136.51 | |
| Yahoo! | 5.0 | $6.6M | 150k | 44.43 | |
| American International (AIG) | 4.7 | $6.2M | 114k | 54.78 | |
| Harris Corporation | 4.6 | $6.2M | 79k | 78.75 | |
| Bank of America Corporation (BAC) | 4.4 | $5.9M | 381k | 15.39 | |
| Microsoft Corporation (MSFT) | 4.3 | $5.7M | 140k | 40.65 | |
| Cisco Systems (CSCO) | 4.2 | $5.5M | 201k | 27.52 | |
| Abbvie (ABBV) | 3.7 | $4.9M | 84k | 58.54 | |
| Corning Incorporated (GLW) | 3.1 | $4.1M | 181k | 22.68 | |
| Apple (AAPL) | 2.9 | $3.9M | 31k | 124.42 | |
| Leucadia National | 2.7 | $3.6M | 160k | 22.29 | |
| Vodafone Group New Adr F (VOD) | 2.7 | $3.5M | 109k | 32.68 | |
| SPDR Gold Trust (GLD) | 2.6 | $3.5M | 31k | 113.64 | |
| HCP | 2.4 | $3.2M | 73k | 43.20 | |
| Chevron Corporation (CVX) | 2.2 | $2.9M | 28k | 104.97 | |
| Abbott Laboratories (ABT) | 2.0 | $2.7M | 59k | 46.32 | |
| 1.9 | $2.5M | 4.5k | 554.57 | ||
| Google Inc Class C | 1.9 | $2.5M | 4.5k | 547.78 | |
| Big 5 Sporting Goods Corporation (BGFV) | 1.5 | $2.0M | 149k | 13.27 | |
| Alleghany Corporation | 0.7 | $955k | 2.0k | 486.50 | |
| Global X Etf equity | 0.5 | $635k | 28k | 23.12 | |
| 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 | |
| Solar Senior Capital | 0.3 | $349k | 22k | 16.11 | |
| Crimson Wine (CWGL) | 0.1 | $147k | 16k | 9.06 |
