0001279708-15-000016.txt : 20151207 0001279708-15-000016.hdr.sgml : 20151207 20151207155455 ACCESSION NUMBER: 0001279708-15-000016 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 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: 151272738 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 06-30-2015 06-30-2015 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 39 142988 INFORMATION TABLE 2 inftable.xml ABBOTT LABORATORIES COM 002824100 2757 56186 SH SOLE 0 0 56186 ABBVIE INC COM 00287y109 5638 83916 SH SOLE 0 0 83916 ACCURAY INC COM 004397105 249 37000 SH SOLE 0 0 37000 ALLEGHANY CORP DEL COM 017175100 4790 10219 SH SOLE 0 0 10219 ALPHABET INC CLASS A COM 02079k305 2374 4397 SH SOLE 0 0 4397 ALPHABET INC CLASS C COM 02079k107 2786 5354 SH SOLE 0 0 5354 AMERICAN INTL GROUP COM 026874784 7105 114938 SH SOLE 0 0 114938 APPLE INC COM 037833100 3991 31821 SH SOLE 0 0 31821 BANK OF AMERICA CORP COM 060505104 6283 369160 SH SOLE 0 0 369160 BERKSHIRE HATHAWAY CLASS B COM 084670702 15932 117058 SH SOLE 0 0 117058 BIG 5 SPORTING GOODS COM 08915p101 2009 141423 SH SOLE 0 0 141423 CHEVRON CORPORATION COM 166764100 2642 27397 SH SOLE 0 0 27397 CISCO SYSTEMS INC COM 17275r102 5299 192984 SH SOLE 0 0 192984 CORNING INC COM 219350105 3281 166320 SH SOLE 0 0 166320 CRIMSON WINE GROUP COM 22662x100 138 14838 SH SOLE 0 0 14838 DILLARDS INC CLASS A COM 254067101 4955 47110 SH SOLE 0 0 47110 HARRIS CORPORATION COM 413875105 5833 75843 SH SOLE 0 0 75843 HCP INC REIT REIT COM 40414l109 2573 70574 SH SOLE 0 0 70574 HOWARD HUGHES CORP COM 44267d107 7433 51784 SH SOLE 0 0 51784 LANDS END INC COM 51509f105 366 14762 SH SOLE 0 0 14762 LEUCADIA NATIONAL CO COM 527288104 3567 146916 SH SOLE 0 0 146916 MARKEL CORP COM 570535104 7425 9274 SH SOLE 0 0 9274 MEDTRONIC PLC F COM g5960l103 5528 74606 SH SOLE 0 0 74606 MICROSOFT CORP COM 594918104 6041 136844 SH SOLE 0 0 136844 NEW YORK REIT INC REIT COM 64976l109 105 10632 SH SOLE 0 0 10632 QUALCOMM INC COM 747525103 3168 50585 SH SOLE 0 0 50585 SOLAR SENIOR CAPITAL COM 83416m105 341 21665 SH SOLE 0 0 21665 TESLA MOTORS INC COM 88160r101 721 2690 SH SOLE 0 0 2690 VEREIT INC REIT COM 92339v100 103 12787 SH SOLE 0 0 12787 VODAFONE GROUP F ADR 1 ADR REP COM 92857w308 4710 129224 SH SOLE 0 0 129224 YAHOO INC COM 984332106 5889 149887 SH SOLE 0 0 149887 CAMBRIA GLOBAL VALUE ETF UIUS 132061409 3697 184596 SH SOLE 0 0 184596 GLOBAL X SUPERDIVIDEND ETF UIUS 37950e549 585 26440 SH SOLE 0 0 26440 SPDR GOLD SHARES ETF UIUS 78463v107 3469 30872 SH SOLE 0 0 30872 WISDOMTREE JAPAN HEDGED EQUITY UIUS 97717w851 8031 140403 SH SOLE 0 0 140403 ISHARES 1-3 YEAR CREDIT BOND E UHUS 464288646 1971 18720 SH SOLE 0 0 18720 ISHARES CORE 1 5 YEAR USD BOND UHUS 46432f859 250 2500 SH SOLE 0 0 2500 ISHARES INTERM CREDIT BOND ETF UHUS 464288638 586 5385 SH SOLE 0 0 5385 SPDR NUVEEN BARCLAYS SHORT TER UHUS 78464a425 349 14400 SH SOLE 0 0 14400