MENLO ADVISORS LLC

Q3 2014 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Kent R. Seymour - President
Location
Menlo Park, CA
Holdings as of
30 Sep 2014
Value $
$137,804,000
Num holdings
36
Filing time
07 Dec 2015, 15:26:26 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included BRKB, MSFT, HHC, DXJ, and BAC.
Previous filing
Q2 2014 - 16 Jul 2014
Next filing
Q4 2014 - 16 Jan 2015
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kent R. Seymour President Menlo Park, California 07 Dec 2015