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Menlo Advisors LLC

Q2 2013 Holdings

Filed 2013-07-18 | 32 holdings | $12.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Cisco Systems Inc(CSCO)COM17275R102$5.0M206,59439.7%
Corning Inc(GLW)COM219350105$4.5M318,28535.8%
Abbvie Inc(ABBV)COM00287Y109$2.5M61,40520.0%
Accuray Inc(ARAY)COM004397105$319.0K55,6002.5%
Crimson Wine Group(CWGL)COM22662X100$142.0K16,7061.1%
Berkshire Hathaway B New Class(BRK/B)COM084670702$12.9K115,7010.1%
Yahoo IncCOM984332106$7.7K304,5800.1%
American Intl Group New(AIG)COM026874784$7.3K163,2960.1%
Microsoft Corp(MSFT)COM594918104$6.4K185,4050.1%
Vodafone Group New ADR F SponsCOM92857W209$5.8K202,0930.0%
Harris CorporationCOM413875105$5.6K113,9500.0%
Google Inc Class ACOM38259P508$5.6K6,3310.0%
Howard Hughes Corp(HHC*)COM44267D107$5.6K49,5390.0%
Hartford Finl Svcs GRP(HIG)COM416515104$5.2K167,1500.0%
Markel Corp Holding Company(MKL)COM570535104$4.8K9,0170.0%
Bank of America Corp(BAC)COM060505104$4.4K342,1110.0%
Leucadia National CorpCOM527288104$4.4K166,7700.0%
Spdr Gold Trust Spdr Gold Shar(GLD)UIUS78463V107$4.0K33,7130.0%
Medtronic IncCOM585055106$3.6K70,7900.0%
Chevron Corporation(CVX)COM166764100$3.4K28,6170.0%
H C P Inc REITOAUS40414L109$3.3K71,8850.0%
General Growth Pptys NewOAUS370023103$3.2K159,5500.0%
Superior Energy ServicesCOM868157108$2.6K99,3100.0%
Research in Motion LTD FCOM760975102$2.2K209,4350.0%
Abbott Laboratories(ABT)COM002824100$2.1K61,4050.0%
Ishares TR Bond 1-3 Year Credi(IGSB)OAUS464288646$2.0K19,0300.0%
Apple Inc(AAPL)COM037833100$1.8K4,5730.0%
Global X ETF Superdividend ETF(DIV)UIUS37950E291$70432,9250.0%
Ishares TR Bond Intermediate C(IGIB)OAUS464288638$6496,0300.0%
Solar Senior CapitalCOM83416M105$42423,0650.0%
Linkedin CorpCOM53578A108$3061,7200.0%
Tesla Motors Inc(TSLA)COM88160R101$2162,0150.0%