$201 Million is the total value of MENLO ADVISORS LLC's 45 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Buy | ALPHABET INC. CLASS C | $11,982,000 | +12.7% | 4,141 | +3.8% | 5.96% | +6.0% |
| GDX | Buy | VANECK GOLD MINERS ETFuius | $7,033,000 | +40.6% | 219,580 | +29.3% | 3.50% | +32.2% |
| TWTR | Buy | TWITTER INC | $6,069,000 | -6.8% | 140,425 | +30.2% | 3.02% | -12.3% |
| UL | Buy | UNILEVER PLC F SPONSORED ADR 1 | $3,544,000 | +16.1% | 65,892 | +17.1% | 1.76% | +9.2% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,657,000 | +9.7% | 18,595 | +1.7% | 1.32% | +3.2% |
| FPF | Buy | FIRST TRUST INT DUR PRFuhus | $1,159,000 | -0.9% | 47,250 | +1.1% | 0.58% | -6.8% |
| DGRW | Buy | WISDOMTREE US QLT DIV GRW ETF | $632,000 | +29.8% | 9,605 | +16.0% | 0.31% | +22.2% |
| IAC | New | IAC/INTERACTIVECORP NEW | $551,000 | – | 4,218 | +100.0% | 0.27% | – |
| KW | New | KENNEDY WILSON HLDGS | $407,000 | – | 17,055 | +100.0% | 0.20% | – |
| TTE | New | TOTALENERGIES | $368,000 | – | 7,450 | +100.0% | 0.18% | – |
| HD | Buy | HOME DEPOT INC | $269,000 | +29.3% | 649 | +2.0% | 0.13% | +21.8% |
| QCOM | New | QUALCOMM INC | $202,000 | – | 1,105 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-16
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.