0001279708-20-000006.txt : 20200717 0001279708-20-000006.hdr.sgml : 20200717 20200717161428 ACCESSION NUMBER: 0001279708-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200717 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200717 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: 201033923 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 06-30-2020 06-30-2020 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 07-17-2020 0 36 128055 false INFORMATION TABLE 2 inftable.xml BANK OF AMERIC 7.25 PFD CONV S CPUS 060505682 425 317 SH SOLE 0 0 317 ABBOTT LABORATORIES COM 002824100 3195 34954 SH SOLE 0 0 34954 ABBVIE INC COM 00287y109 4128 42047 SH SOLE 0 0 42047 ACCURAY INC COM 004397105 20 10000 SH SOLE 0 0 10000 ALPHA ARCHTCT INTR QUNTV VAL E COM 02072l201 2866 118418 SH SOLE 0 0 118418 ALPHA ARCHTCT US QUNTV VAL ETF COM 02072l102 5380 240086 SH SOLE 0 0 240086 ALPHABET INC. CLASS A COM 02079k305 5561 3922 SH SOLE 0 0 3922 ALPHABET INC. CLASS C COM 02079k107 6043 4275 SH SOLE 0 0 4275 APPLE INC COM 037833100 5959 16337 SH SOLE 0 0 16337 BERKSHIRE HATHAWAY CLASS B COM 084670702 16822 94238 SH SOLE 0 0 94238 CISCO SYSTEMS INC COM 17275r102 5005 107323 SH SOLE 0 0 107323 CORNING INC COM 219350105 2919 112706 SH SOLE 0 0 112706 COUPA SOFTWARE INCORPORA COM 22266l106 719 2596 SH SOLE 0 0 2596 CVS HEALTH CORP COM 126650100 3265 50257 SH SOLE 0 0 50257 DHT MARITIME HLD INC F COM y2065g121 1223 238425 SH SOLE 0 0 238425 EBAY INC COM 278642103 3506 66860 SH SOLE 0 0 66860 EQUITY COMMONWEALTH COM 294628102 2986 92740 SH SOLE 0 0 92740 HOWARD HUGHES CORP COM 44267d107 1394 26848 SH SOLE 0 0 26848 KINDER MORGAN INC COM 49456b101 2769 182590 SH SOLE 0 0 182590 KKR & CO INC COM 48251w104 5674 183765 SH SOLE 0 0 183765 LIBERTY MEDIA CORP SERIES C LI COM 531229607 1743 50599 SH SOLE 0 0 50599 MADISON SQUARE GARDEN COM 55825t103 938 6389 SH SOLE 0 0 6389 MASTEC INC COM 576323109 2873 64040 SH SOLE 0 0 64040 MICROSOFT CORP COM 594918104 6848 33651 SH SOLE 0 0 33651 POWERSHARES S&P 500 XXX NAME C COM 739371813 292 2873 SH SOLE 0 0 2873 ROYCE VALUE CF COM 780910105 2452 195536 SH SOLE 0 0 195536 TESLA INC COM 88160r101 1775 1644 SH SOLE 0 0 1644 TWITTER INC COM 90184l102 2867 96245 SH SOLE 0 0 96245 WALT DISNEY CO COM 254687106 3422 30696 SH SOLE 0 0 30696 WISDOMTREE 90 60 U S BALANCED COM 97717y790 393 12870 SH SOLE 0 0 12870 WISDOMTREE US QLT DIV GRW ETF COM 97717x669 376 8280 SH SOLE 0 0 8280 CAMBRIA GLOBAL VALUE ETF UIUS 132061409 2336 132854 SH SOLE 0 0 132854 SPDR GOLD SHARES ETF EC UIUS 78463v107 9490 56703 SH SOLE 0 0 56703 VANECK VECTORS GOLD MINERS ETF UIUS 92189f106 6286 171400 SH SOLE 0 0 171400 WISDOMTREE EMRG MRKT HG DIV ET UIUS 97717w315 4763 131855 SH SOLE 0 0 131855 SCHWAB SHORT TERM US TREASURY UHUS 808524862 1325 25680 SH SOLE 0 0 25680