0001279708-19-000008.txt : 20191008 0001279708-19-000008.hdr.sgml : 20191008 20191008132434 ACCESSION NUMBER: 0001279708-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191008 DATE AS OF CHANGE: 20191008 EFFECTIVENESS DATE: 20191008 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MENLO ADVISORS LLC CENTRAL INDEX KEY: 0001279708 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10719 FILM NUMBER: 191142420 BUSINESS ADDRESS: STREET 1: 525 MIDDLEFIELD ROAD STREET 2: STE 118 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 650-688-0300 MAIL ADDRESS: STREET 1: 525 MIDDLEFIELD ROAD STREET 2: STE 118 CITY: MENLO PARK STATE: CA ZIP: 94025 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001279708 XXXXXXXX 09-30-2019 09-30-2019 MENLO ADVISORS LLC

525 MIDDLEFIELD ROAD STE 118 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-10719 N Kent R. Seymour 650-688-0300 Kent R. Seymour Menlo Park CA 09-30-2019 0 36 142983 false INFORMATION TABLE 2 inftable.xml BANK OF AMERIC 7.25 PFD CONV S CPUS 060505682 272 182 SH SOLE 0 0 182 ABBOTT LABORATORIES COM 002824100 3173 37924 SH SOLE 0 0 37924 ABBVIE INC COM 00287y109 3302 43612 SH SOLE 0 0 43612 ACCURAY INC COM 004397105 27 10000 SH SOLE 0 0 10000 ALPHA ARCHTCT INTR QUNTV VAL E COM 02072l201 3445 128098 SH SOLE 0 0 128098 ALPHA ARCHTCT US QUNTV MTNM ET COM 02072l409 290 9682 SH SOLE 0 0 9682 ALPHA ARCHTCT US QUNTV VAL ETF COM 02072l102 5239 188081 SH SOLE 0 0 188081 ALPHABET INC. CLASS A COM 02079k305 4891 4006 SH SOLE 0 0 4006 ALPHABET INC. CLASS C COM 02079k107 5379 4413 SH SOLE 0 0 4413 APPLE INC COM 037833100 5223 23323 SH SOLE 0 0 23323 BANK OF AMERICA CORP COM 060505104 5730 196455 SH SOLE 0 0 196455 BERKSHIRE HATHAWAY CLASS B COM 084670702 20553 98807 SH SOLE 0 0 98807 CISCO SYSTEMS INC COM 17275r102 4643 93988 SH SOLE 0 0 93988 COHEN STEERS REIT PREFER COM 19247x100 690 28063 SH SOLE 0 0 28063 CORNING INC COM 219350105 3806 133470 SH SOLE 0 0 133470 COUPA SOFTWARE INCORPORA COM 22266l106 336 2596 SH SOLE 0 0 2596 CRIMSON WINE GROUP COM 22662x100 90 12049 SH SOLE 0 0 12049 HOWARD HUGHES CORP COM 44267d107 6828 52689 SH SOLE 0 0 52689 KINDER MORGAN INC COM 49456b101 3799 184375 SH SOLE 0 0 184375 KKR & CO INC CLASS A COM 48251w104 4647 173095 SH SOLE 0 0 173095 LIBERTY MEDIA CORP SERIES C LI COM 531229888 275 9915 SH SOLE 0 0 9915 LIBERTY MEDIA CORP SERIES C LI COM 531229607 4239 101029 SH SOLE 0 0 101029 MADISON SQUARE GARDEN CO CL A COM 55825t103 4874 18499 SH SOLE 0 0 18499 MARKEL CORP COM 570535104 5281 4469 SH SOLE 0 0 4469 MICROSOFT CORP COM 594918104 6972 50151 SH SOLE 0 0 50151 PETMED EXPRESS INC COM 716382106 1565 86865 SH SOLE 0 0 86865 POWERSHARES S&P 500 XXX NAME C COM 739371813 213 1973 SH SOLE 0 0 1973 PROSHARES SHORT S&P500 COM 74347b425 4427 169454 SH SOLE 0 0 169454 SOLAR SENIOR CAPITAL COM 83416m105 282 15925 SH SOLE 0 0 15925 TESLA INC COM 88160r101 444 1845 SH SOLE 0 0 1845 WALT DISNEY CO COM 254687106 6533 50132 SH SOLE 0 0 50132 CAMBRIA GLOBAL VALUE ETF UIUS 132061409 3432 153506 SH SOLE 0 0 153506 SPDR GOLD SHARES ETF NV UIUS 78463v107 7907 56944 SH SOLE 0 0 56944 VANECK VECTORS GOLD MINERS ETF UIUS 92189f106 2981 111615 SH SOLE 0 0 111615 WISDOMTREE EMRG MRKT HG DIV ET UIUS 97717w315 5548 134315 SH SOLE 0 0 134315 WISDOMTREE JAPAN HEDGED EQUITY UIUS 97717w851 5626 111500 SH SOLE 0 0 111500