0001279708-15-000015.txt : 20151207 0001279708-15-000015.hdr.sgml : 20151207 20151207154143 ACCESSION NUMBER: 0001279708-15-000015 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20151207 DATE AS OF CHANGE: 20151207 EFFECTIVENESS DATE: 20151207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MENLO ADVISORS LLC CENTRAL INDEX KEY: 0001279708 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-10719 FILM NUMBER: 151272680 BUSINESS ADDRESS: STREET 1: 800 OAK GROVE AVE STREET 2: STE 205 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-688-0300 MAIL ADDRESS: STREET 1: 800 OAK GROVE AVE STREET 2: STE 205 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001279708 XXXXXXXX 03-31-2015 03-31-2015 true 1 NEW HOLDINGS MENLO ADVISORS LLC

800 OAK GROVE AVE STE 205 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-10719 N Kent R. Seymour 650-688-0300 Kent R. Seymour Menlo Park CA 12-07-2015 0 37 140007 INFORMATION TABLE 2 inftable.xml ABBOTT LABORATORIES COM 002824100 2733 59001 SH SOLE 0 0 59001 ABBVIE INC COM 00287y109 4918 84016 SH SOLE 0 0 84016 ACCURAY INC COM 004397105 390 42000 SH SOLE 0 0 42000 ALLEGHANY CORP DEL COM 017175100 955 1963 SH SOLE 0 0 1963 ALPHABET INC CLASS A COM 02079k305 2500 4508 SH SOLE 0 0 4508 ALPHABET INC CLASS C COM 02079k107 2459 4489 SH SOLE 0 0 4489 AMERICAN INTL GROUP COM 026874784 6244 113978 SH SOLE 0 0 113978 APPLE INC COM 037833100 3872 31121 SH SOLE 0 0 31121 BANK OF AMERICA CORP COM 060505104 5858 380670 SH SOLE 0 0 380670 BERKSHIRE HATHAWAY CLASS B COM 084670702 16717 115833 SH SOLE 0 0 115833 BIG 5 SPORTING GOODS COM 08915p101 1979 149183 SH SOLE 0 0 149183 CHEVRON CORPORATION COM 166764100 2934 27952 SH SOLE 0 0 27952 CISCO SYSTEMS INC COM 17275r102 5543 201413 SH SOLE 0 0 201413 CORNING INC COM 219350105 4113 181375 SH SOLE 0 0 181375 CRIMSON WINE GROUP COM 22662x100 147 16226 SH SOLE 0 0 16226 DILLARDS INC CLASS A COM 254067101 6822 49975 SH SOLE 0 0 49975 HARRIS CORPORATION COM 413875105 6180 78473 SH SOLE 0 0 78473 HCP INC REIT REIT COM 40414l109 3169 73354 SH SOLE 0 0 73354 HOWARD HUGHES CORP COM 44267d107 8070 52058 SH SOLE 0 0 52058 LANDS END INC COM 51509f105 582 16228 SH SOLE 0 0 16228 LEUCADIA NATIONAL CO COM 527288104 3558 159651 SH SOLE 0 0 159651 LINKEDIN CORP CLASS A COM 53578a108 429 1720 SH SOLE 0 0 1720 MARKEL CORP COM 570535104 7075 9202 SH SOLE 0 0 9202 MEDTRONIC PLC F COM g5960l103 7515 96361 SH SOLE 0 0 96361 MICROSOFT CORP COM 594918104 5699 140184 SH SOLE 0 0 140184 SOLAR SENIOR CAPITAL COM 83416m105 349 21665 SH SOLE 0 0 21665 TESLA MOTORS INC COM 88160r101 507 2690 SH SOLE 0 0 2690 VODAFONE GROUP F ADR 1 ADR REP COM 92857w308 3547 108552 SH SOLE 0 0 108552 YAHOO INC COM 984332106 6646 149577 SH SOLE 0 0 149577 CAMBRIA GLOBAL VALUE ETF UIUS 132061409 3668 183696 SH SOLE 0 0 183696 GLOBAL X SUPERDIVIDEND ETF UIUS 37950e549 635 27470 SH SOLE 0 0 27470 SPDR GOLD SHARES ETF UIUS 78463v107 3508 30872 SH SOLE 0 0 30872 WISDOMTREE JAPAN HEDGED EQUITY UIUS 97717w851 7495 135983 SH SOLE 0 0 135983 ISHARES 1-3 YEAR CREDIT BOND E UHUS 464288646 1975 18720 SH SOLE 0 0 18720 ISHARES CORE 1 5 YEAR USD BOND UHUS 46432f859 252 2500 SH SOLE 0 0 2500 ISHARES INTERM CREDIT BOND ETF UHUS 464288638 595 5385 SH SOLE 0 0 5385 SPDR NUVEEN BARCLAYS SHORT TER UHUS 78464a425 350 14400 SH SOLE 0 0 14400