0001279708-17-000007.txt : 20170712 0001279708-17-000007.hdr.sgml : 20170712 20170712162937 ACCESSION NUMBER: 0001279708-17-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170712 DATE AS OF CHANGE: 20170712 EFFECTIVENESS DATE: 20170712 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: 17961975 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 06-30-2017 06-30-2017 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 07-12-2017 0 44 136000 false INFORMATION TABLE 2 inftable.xml BANK OF AMERIC 7.25 PFD SER L CPUS 060505682 270 214 SH SOLE 0 0 214 ABBOTT LABORATORIES COM 002824100 2332 47978 SH SOLE 0 0 47978 ABBVIE INC COM 00287y109 5371 74073 SH SOLE 0 0 74073 ACCURAY INC COM 004397105 47 10000 SH SOLE 0 0 10000 ALLEGHANY CORP DEL COM 017175100 4990 8390 SH SOLE 0 0 8390 ALPHABET INC. CLASS A COM 02079k305 3932 4230 SH SOLE 0 0 4230 ALPHABET INC. CLASS C COM 02079k107 4186 4607 SH SOLE 0 0 4607 AMERICAN INTL GROUP COM 026874784 4717 75458 SH SOLE 0 0 75458 APPLE INC COM 037833100 3752 26058 SH SOLE 0 0 26058 BANK OF AMERICA CORP COM 060505104 6009 247725 SH SOLE 0 0 247725 BERKSHIRE HATHAWAY CLASS B COM 084670702 18035 106488 SH SOLE 0 0 106488 CISCO SYSTEMS INC COM 17275r102 5365 171436 SH SOLE 0 0 171436 COHEN STEERS REIT PREFER COM 19247x100 414 19938 SH SOLE 0 0 19938 CORNING INC COM 219350105 4311 143490 SH SOLE 0 0 143490 CRIMSON WINE GROUP COM 22662x100 138 12905 SH SOLE 0 0 12905 DISCOVERY COMM INC CLASS C COM 25470f302 2923 115960 SH SOLE 0 0 115960 DUFF & PHELPS UTILITY & COM 26432k108 230 25065 SH SOLE 0 0 25065 HOWARD HUGHES CORP COM 44267d107 5877 47843 SH SOLE 0 0 47843 LIBERTY MEDIA CORP SERIES C LI COM 531229888 254 10630 SH SOLE 0 0 10630 LIBERTY MEDIA CORP SERIES C LI COM 531229854 7560 206458 SH SOLE 0 0 206458 LIBERTY MEDIA CORP SERIES C LI COM 531229607 4539 108854 SH SOLE 0 0 108854 MARKEL CORP COM 570535104 6147 6300 SH SOLE 0 0 6300 MICROSOFT CORP COM 594918104 6379 92551 SH SOLE 0 0 92551 MOMNTMSHRS US QUNTITATV MOMNTM COM 02072l409 202 8170 SH SOLE 0 0 8170 NEW RESIDENTIAL INVE REIT COM 64828t201 2158 138710 SH SOLE 0 0 138710 NEW YORK REIT INC REIT COM 64976l109 91 10632 SH SOLE 0 0 10632 NORTHWEST NATURAL GA COM 667655104 239 4000 SH SOLE 0 0 4000 PROSHARES SHORT S&P 500 ETF NE COM 74347b425 3415 101954 SH SOLE 0 0 101954 SOLAR SENIOR CAPITAL COM 83416m105 344 20590 SH SOLE 0 0 20590 TESLA INC COM 88160r101 913 2525 SH SOLE 0 0 2525 VALUESHARES INTRNTNL QNTV VAL COM 02072l201 747 24880 SH SOLE 0 0 24880 VALUESHARES U S QUANTITATIVE V COM 02072l102 4791 187695 SH SOLE 0 0 187695 VEREIT INC REIT COM 92339v100 104 12787 SH SOLE 0 0 12787 VODAFONE GROUP F SPONSORED ADR COM 92857w308 4639 161482 SH SOLE 0 0 161482 WISDOMTREE FUNDAMENTAL US SHOR COM 97717x149 371 7370 SH SOLE 0 0 7370 CAMBRIA GLOBAL VALUE ETF UIUS 132061409 3815 161691 SH SOLE 0 0 161691 SPDR GOLD SHARES ETF UIUS 78463v107 5643 47822 SH SOLE 0 0 47822 VANECK VECTORS GOLD MINERS ETF UIUS 92189f106 2338 105900 SH SOLE 0 0 105900 WISDOMTREE EMRG MRKT HG DIV ET UIUS 97717w315 3111 75910 SH SOLE 0 0 75910 BLACKROCK CALIFORNIA MUN UHUS 09249c105 563 37370 SH SOLE 0 0 37370 ISHARES 1-3 YEAR CREDIT BOND E UHUS 464288646 1971 18720 SH SOLE 0 0 18720 ISHARES INTERM CREDIT BOND ETF UHUS 464288638 616 5615 SH SOLE 0 0 5615 SCHWAB SHORT TERM US TREASURY UHUS 808524862 353 7015 SH SOLE 0 0 7015 SPDR NUVEEN BARCLAYS XXX REVER UHUS 78464a425 1777 36646 SH SOLE 0 0 36646