$1.43 Billion is the total value of MENLO ADVISORS LLC's 66 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS B | $29,392,000 | +7.1% | 235,202 | +1.6% | 11.17% | +8.2% |
| HHC | Buy | HOWARD HUGHES CORP | $14,289,000 | +19.9% | 100,131 | +0.9% | 5.43% | +21.0% |
| BAC | Buy | BANK OF AMERICA CORP | $11,957,000 | +12.3% | 695,277 | +1.6% | 4.54% | +13.3% |
| AIG | Buy | AMERICAN INTL GROUP NEW | $11,580,000 | -0.5% | 231,587 | +1.5% | 4.40% | +0.4% |
| DXJ | New | WISDOMTREE JPN HDGD EQTY JAPANuius | $8,993,000 | – | 189,994 | +100.0% | 3.42% | – |
| VOD | Buy | VODAFONE GROUP NEW ADR F SPONS | $8,024,000 | +1.4% | 217,991 | +8.3% | 3.05% | +2.4% |
| GDX | New | MARKET VECTORS GOLD MINERS ETFuius | $5,803,000 | – | 245,880 | +100.0% | 2.20% | – |
| VZ | New | VERIZON COMMUNICATIONS | $5,127,000 | – | 107,800 | +100.0% | 1.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 42 | Q3 2023 | 19.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.3% |
| SPDR GOLD TRUST SPDR GOLD SHAR | 42 | Q3 2023 | 7.9% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.3% |
| APPLE INC | 42 | Q3 2023 | 7.2% |
| ABBVIE INC | 42 | Q3 2023 | 4.9% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 4.5% |
| TESLA MOTORS INC | 42 | Q3 2023 | 4.2% |
| ACCURAY INC | 42 | Q3 2023 | 0.4% |
| HOWARD HUGHES CORP XXX NAME CH | 41 | Q2 2023 | 5.9% |
View MENLO ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-16 |
View MENLO ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.