$151 Million is the total value of MENLO ADVISORS LLC's 39 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY CLASS B | $21,550,000 | +7.4% | 92,943 | -1.4% | 14.27% | -9.3% |
| MSFT | Sell | MICROSOFT CORP | $7,453,000 | +5.5% | 33,508 | -0.3% | 4.94% | -10.9% |
| GOOG | Sell | ALPHABET INC. CLASS C | $7,326,000 | +15.6% | 4,182 | -3.0% | 4.85% | -2.3% |
| GOOGL | Sell | ALPHABET INC. CLASS A | $6,581,000 | +14.5% | 3,755 | -4.3% | 4.36% | -3.3% |
| TSLA | Sell | TESLA INC | $5,461,000 | +52.0% | 7,739 | -7.6% | 3.62% | +28.4% |
| CSCO | Sell | CISCO SYSTEMS INC | $4,782,000 | +13.1% | 106,873 | -0.4% | 3.17% | -4.4% |
| GLW | Sell | CORNING INC | $4,041,000 | +10.8% | 112,266 | -0.3% | 2.68% | -6.4% |
| KKR | Sell | KKR & CO INC | $3,788,000 | +17.8% | 93,565 | -0.1% | 2.51% | -0.6% |
| EBAY | Sell | EBAY INC | $3,354,000 | -3.7% | 66,760 | -0.1% | 2.22% | -18.7% |
| IVAL | Sell | ALPHA ARCHTCT INTR QUNTV VAL E | $3,226,000 | +9.8% | 117,823 | -0.4% | 2.14% | -7.3% |
| RVT | Sell | ROYCE VALUE CF | $3,151,000 | +27.5% | 195,278 | -0.1% | 2.09% | +7.7% |
| LSXMK | Sell | LIBERTY MEDIA CORP SERIES C LI | $2,181,000 | +30.4% | 50,144 | -0.8% | 1.44% | +10.1% |
| HHC | Sell | HOWARD HUGHES CORP | $1,964,000 | +34.6% | 24,882 | -1.8% | 1.30% | +13.7% |
| MSGS | Sell | MADISON SQUARE GARDEN | $1,084,000 | +14.1% | 5,889 | -6.8% | 0.72% | -3.6% |
| KMI | Sell | KINDER MORGAN INC | $401,000 | -64.2% | 29,380 | -67.7% | 0.27% | -69.7% |
| DHT | Sell | DHT MARITIME HLD INC F | $152,000 | -73.4% | 29,150 | -73.7% | 0.10% | -77.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.