Menlo Advisors

Menlo Advisors as of Dec. 31, 2018

Portfolio Holdings for Menlo Advisors

Menlo Advisors holds 37 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 15.5 $20M 98k 204.17
SPDR Gold Trust (GLD) 5.3 $6.9M 57k 121.25
Cisco Systems (CSCO) 4.7 $6.1M 140k 43.33
Proshares Tr short s&p 500 ne (SH) 4.1 $5.3M 170k 31.32
WisdomTree Emerging Markets Eq (DEM) 4.0 $5.2M 130k 40.15
Microsoft Corporation (MSFT) 4.0 $5.2M 51k 101.56
WisdomTree Japan Total Dividend (DXJ) 4.0 $5.2M 111k 46.39
Markel Corporation (MKL) 3.9 $5.0M 4.8k 1037.93
Alpha Architect Etf Tr us quant etf (QVAL) 3.6 $4.6M 185k 25.03
Howard Hughes 3.5 $4.6M 47k 97.62
Alphabet Inc Class C cs (GOOG) 3.5 $4.5M 4.4k 1035.41
Alphabet Inc Class A cs (GOOGL) 3.3 $4.3M 4.1k 1044.93
Bank of America Corporation (BAC) 3.2 $4.2M 169k 24.64
Corning Incorporated (GLW) 3.2 $4.1M 137k 30.21
Abbvie (ABBV) 3.2 $4.1M 44k 92.19
Liberty Media Corp Series C Li 3.1 $4.1M 132k 30.70
Madison Square Garden Cl A (MSGS) 3.1 $4.0M 15k 267.67
Liberty Media Corp Delaware Com C Siriusxm 3.0 $3.9M 105k 36.98
Apple (AAPL) 2.9 $3.8M 24k 157.72
Walt Disney Company (DIS) 2.8 $3.6M 33k 109.65
Cambria Etf Tr global value (GVAL) 2.5 $3.2M 154k 20.99
Alpha Architect Etf Tr vlsh intl quan (IVAL) 2.4 $3.1M 123k 24.97
Abbott Laboratories (ABT) 2.2 $2.8M 39k 72.33
Vaneck Vectors Gold Miners mutual (GDX) 1.8 $2.3M 111k 21.09
PetMed Express (PETS) 1.7 $2.2M 93k 23.26
New Residential Investment (RITM) 1.6 $2.1M 147k 14.21
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd 1.2 $1.6M 34k 48.05
Tesla Motors (TSLA) 0.5 $697k 2.1k 332.70
Coupa Software 0.5 $603k 9.6k 62.84
Cohen & Steers REIT/P (RNP) 0.4 $479k 27k 17.78
Bank Of America Corporation preferred (BAC.PL) 0.2 $247k 198.00 1247.47
Solar Senior Capital 0.2 $240k 16k 15.07
Liberty Media Corp Delaware Com C Braves Grp 0.2 $248k 10k 24.86
Northwest Natural Holdin (NWN) 0.2 $217k 3.6k 60.28
Crimson Wine (CWGL) 0.1 $94k 12k 7.78
Accuray Incorporated (ARAY) 0.0 $34k 10k 3.40
Blackrock California Xxx Escro 0.0 $0 42k 0.00