$128 Million is the total value of MENLO ADVISORS LLC's 35 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Exit | POWERSHARES S&P 500 XXX NAME C | $0 | – | -2,873 | -100.0% | -0.23% | – |
| GVAL | Exit | CAMBRIA GLOBAL VALUE ETFuius | $0 | – | -132,854 | -100.0% | -1.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
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.