0001279708-13-000005.txt : 20130426 0001279708-13-000005.hdr.sgml : 20130426 20130426145524 ACCESSION NUMBER: 0001279708-13-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130426 DATE AS OF CHANGE: 20130426 EFFECTIVENESS DATE: 20130426 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: 13786884 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 1 form13f1q13.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION "WASHINGTON, D.C. 20549" FORM 13F FORM 13F COVER PAGE "Report for the Calendar Year or Quarter Ended: March 31, 2013" Check here if Amendment [ ]; Amendment Number: 1 This Amendment (Check only one.):[ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Menlo Advisors LLC Address: 800 Oak Grove Avenue Suite 205 " Menlo Park, CA 94025" 13F File Number: 28-10719 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person "signing the report is authorized to submit it, that all" "information contained herein is true, correct and complete, and" "that it is understood that all required items, statements," "schedules, lists, and tables, are considered integral parts of" this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Kent R. Seymour Title: President Phone: 650-688-0300 "Signature, Place, and Date of Signing:" " Kent R. Seymour Menlo Park, CA April 26, 2013" Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 31 "Form 13F Information Table Value Total: $120,526" List of Other Included Managers: NONE FORM 13F INFORMATION TABLE Voting Authority FORM 13F INFORMATION TABLE Voting Authority Title of Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ---------------------------- ABBOTT LABORATORIES COM 002824100 2168.825 61405 SH SOLE 0 0 61405 ABBVIE INC COM 00287y109 2512.864 61620 SH SOLE 0 0 61620 ACCURAY INC COM 004397105 257.984 55600 SH SOLE 0 0 55600 AMERICAN INTL GROUP NEW COM NEW 026874784 6339.151 163296 SH SOLE 0 0 163296 APPLE INC COM 037833100 2024.284 4573 SH SOLE 0 0 4573 BANK OF AMERICA CORP COM 060505104 3960.707 325181 SH SOLE 0 0 325181 BERKSHIRE HATHAWAY B NEW CL B NEW 084670702 12066.46 115801 SH SOLE 0 0 115801 C V S CAREMARK CORP COM 126650100 2260.089 41100 SH SOLE 0 0 41100 CHEVRON CORPORATION COM 166764100 3400.272 28617 SH SOLE 0 0 28617 CISCO SYSTEMS INC COM 17275r102 4316.769 206593 SH SOLE 0 0 206593 CORNING INC COM 219350105 4256.402 319310 SH SOLE 0 0 319310 FORTRESS INVT GP LLC CL A CL A 34958b106 210.688 32920 SH SOLE 0 0 32920 GENERAL GROWTH PPTYS NEW COM 370023103 3171.854 159550 SH SOLE 0 0 159550 GOOGLE INC CLASS A CL A 38259p508 5028.004 6331 SH SOLE 0 0 6331 HARRIS CORPORATION COM 413875105 5280.443 113950 SH SOLE 0 0 113950 HARTFORD FINL SVCS GRP COM 416515104 5547.774 215030 SH SOLE 0 0 215030 HOWARD HUGHES CORP COM 44267d107 4151.947 49540 SH SOLE 0 0 49540 ISHRS TR BRCLYS BD 1-3 YR BARCLYS 1-3YR CR 464288646 2008.426 19030 SH SOLE 0 0 19030 ISHRS TR BRCLYS BD INTER BARCLYS INTER CR 464288638 671.2856 6040 SH SOLE 0 0 6040 LEUCADIA NATIONAL CORP COM 527288104 4586.022 167190 SH SOLE 0 0 167190 LINKEDIN CORP COM CL A 53578a108 302.8232 1720 SH SOLE 0 0 1720 MARKEL CORP HOLDING CO COM 570535104 4540.06 9017 SH SOLE 0 0 9017 MEDTRONIC INC COM 585055106 3324.298 70790 SH SOLE 0 0 70790 MICROSOFT CORP COM 594918104 5303.538 185406 SH SOLE 0 0 185406 SOLAR SENIOR CAPITAL COM 83416m105 442.848 23065 SH SOLE 0 0 23065 SPDR GOLD TRUST GLD SH GOLD SHS 78463v107 5575.286 36093 SH SOLE 0 0 36093 STAPLES INC COM 855030102 2050.979 152830 SH SOLE 0 0 152830 SUPERIOR ENERGY SERVICES COM 868157108 2582.587 99445 SH SOLE 0 0 99445 VODAFONE GRP NEW SPON ADR SPONS ADR NEW 92857w209 5738.021 202043 SH SOLE 0 0 202043 WSDMTREE EMRG MKTS EQ INC EMERG MKTS ETF 97717w315 9279.262 168530 SH SOLE 0 0 168530 YAHOO INC COM 984332106 7166.463 304580 SH SOLE 0 0 304580