MENLO ADVISORS LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 19 quarters from 2013-06-30 to 2025-06-30, MENLO ADVISORS LLC opened 23 positions, added to 56, reduced 195 and sold out of 17.
- Q4 2024: Stock GLD; Country of operation United States; Class UIUS; Shares before 53,921.
- Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 54,576.
- Q4 2024: Stock HHH; Country of operation United States; Class COM; Shares before 15,386.
- Q4 2024: Stock HD; Country of operation United States; Class COM; Shares before 636.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1279708), 19 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-20); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-21); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-15); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-15); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-17); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-16); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-30); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-16); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-22); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2003-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2024 | GLD
SPDR GOLD SHARES ETF | United States | UIUS | 53,921 | 61,206 | +7,285 | $13,106 | $14,819 | +$1,713 | 2025-02-06 |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 54,576 | 54,617 | +41 | $12,716 | $13,677 | +$961 | 2025-02-06 |
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| Q4 2024 | HHH
HOWARD HUGHES HLDGS INC | United States | COM | 15,386 | 15,391 | +5 | $1,191 | $1,183 | -$8 | 2025-02-06 |
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| Q4 2024 | HD
HOME DEPOT INC | United States | COM | 636 | 649 | +13 | $257 | $252 | -$5 | 2025-02-06 |
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| Q3 2024 | AAPL
APPLE INC | United States | COM | 54,411 | 54,576 | +165 | $11,460 | $12,716 | +$1,256 | 2024-11-18 |
|---|
| Q2 2024 | GLD
SPDR GOLD SHARES ETF | United States | UIUS | 53,816 | 53,921 | +105 | $11,071 | $11,593 | +$522 | 2024-08-09 |
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| Q1 2024 | TSLA
TESLA INC | United States | COM | 22,099 | 22,369 | +270 | $5,491 | $3,932 | -$1,559 | 2024-04-19 |
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| Q1 2024 | ABBV
ABBVIE INC | United States | COM | 37,672 | 39,102 | +1,430 | $5,838 | $7,120 | +$1,282 | 2024-04-19 |
|---|
| Q3 2016 | CSCO
CISCO SYSTEMS INC | United States | COM | 171,320 | 171,611 | +291 | $4,915,000 | $5,443,000 | +$528,000 | 2016-10-20 |
|---|
| Q3 2016 | AIG
AMERICAN INTL GROUP | United States | COM | 76,708 | 76,763 | +55 | $4,057,000 | $4,555,000 | +$498,000 | 2016-10-20 |
|---|
| Q3 2016 | VOD
VODAFONE GROUP F ADR 1 ADR REP | | COM | 155,661 | 166,616 | +10,955 | $4,808,000 | $4,856,000 | +$48,000 | 2016-10-20 |
|---|
| Q3 2016 | GLD
SPDR GOLD SHARES ETF | United States | UIUS | 46,924 | 46,949 | +25 | $5,934,000 | $5,898,000 | -$36,000 | 2016-10-20 |
|---|
| Q2 2016 | GLD
SPDR GOLD SHARES ETF | United States | UIUS | 30,399 | 46,924 | +16,525 | $3,576,000 | $5,934,000 | +$2,358,000 | 2016-07-12 |
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| Q2 2016 | AAPL
APPLE INC | United States | COM | 25,688 | 25,807 | +119 | $2,799,000 | $2,467,000 | -$332,000 | 2016-07-12 |
|---|
| Q2 2016 | ABT
ABBOTT LABORATORIES | United States | COM | 48,642 | 48,742 | +100 | $2,034,000 | $1,916,000 | -$118,000 | 2016-07-12 |
|---|
| Q2 2016 | CSCO
CISCO SYSTEMS INC | United States | COM | 171,318 | 171,320 | +2 | $4,877,000 | $4,915,000 | +$38,000 | 2016-07-12 |
|---|
| Q1 2016 | VOD
VODAFONE GROUP F ADR 1 ADR REP | | COM | 115,937 | 155,852 | +39,915 | $3,740,000 | $4,995,000 | +$1,255,000 | 2016-04-13 |
|---|
| Q1 2016 | GLD
SPDR GOLD SHARES ETF | United States | UIUS | 29,564 | 30,399 | +835 | $2,999,000 | $3,576,000 | +$577,000 | 2016-04-13 |
|---|
| Q3 2015 | GLD
SPDR GOLD SHARES ETF | United States | UIUS | 30,870 | 32,734 | +1,864 | $3,468,000 | $3,497,000 | +$29,000 | 2015-10-15 |
|---|
| Q2 2015 | VOD
VODAFONE GROUP F ADR 1 ADR REP | | COM | 108,552 | 129,224 | +20,672 | $3,547,000 | $4,710,000 | +$1,163,000 | 2015-07-15 |
|---|
| Q2 2015 | AIG
AMERICAN INTL GROUP | United States | COM | 113,978 | 114,938 | +960 | $6,244,000 | $7,105,000 | +$861,000 | 2015-07-15 |
|---|
| Q2 2015 | BRKB
BERKSHIRE HATHAWAY CLASS B | | COM | 115,833 | 117,058 | +1,225 | $16,717,000 | $15,932,000 | -$785,000 | 2015-07-15 |
|---|
| Q2 2015 | MKL
MARKEL CORP | United States | COM | 9,202 | 9,274 | +72 | $7,075,000 | $7,425,000 | +$350,000 | 2015-07-15 |
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| Q2 2015 | AAPL
APPLE INC | United States | COM | 31,121 | 32,521 | +1,400 | $3,872,000 | $4,078,000 | +$206,000 | 2015-07-15 |
|---|
| Q1 2015 | ABBV
ABBVIE INC | United States | COM | 59,322 | 84,016 | +24,694 | $3,882,000 | $4,918,000 | +$1,036,000 | 2015-04-17 |
|---|
| Q1 2015 | BAC
BANK OF AMERICA CORP | United States | COM | 376,680 | 380,670 | +3,990 | $6,738,000 | $5,858,000 | -$880,000 | 2015-04-17 |
|---|
| Q1 2015 | BRKB
BERKSHIRE HATHAWAY B NEW CLASS | | COM | 115,417 | 115,833 | +416 | $17,329,000 | $16,717,000 | -$612,000 | 2015-04-17 |
|---|
| Q1 2015 | AIG
AMERICAN INTL GROUP NEW | United States | COM | 113,974 | 113,978 | +4 | $6,383,000 | $6,244,000 | -$139,000 | 2015-04-17 |
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| Q1 2015 | VOD
VODAFONE GROUP NEW ADR F SPONS | | COM | 107,402 | 108,552 | +1,150 | $3,669,000 | $3,547,000 | -$122,000 | 2015-04-17 |
|---|
| Q1 2015 | TSLA
TESLA MOTORS INC | United States | COM | 1,940 | 2,690 | +750 | $431,000 | $507,000 | +$76,000 | 2015-04-17 |
|---|
| Q4 2014 | MKL
MARKEL CORP HOLDING COMPANY | United States | COM | 9,206 | 9,235 | +29 | $5,856,000 | $6,306,000 | +$450,000 | 2015-01-16 |
|---|
| Q4 2014 | BAC
BANK OF AMERICA CORP | United States | COM | 374,220 | 376,680 | +2,460 | $6,380,000 | $6,738,000 | +$358,000 | 2015-01-16 |
|---|
| Q4 2014 | AIG
AMERICAN INTL GROUP NEW | United States | COM | 113,831 | 113,974 | +143 | $6,149,000 | $6,383,000 | +$234,000 | 2015-01-16 |
|---|
| Q4 2014 | VOD
VODAFONE GROUP NEW ADR F SPONS | | COM | 105,830 | 107,402 | +1,572 | $3,480,000 | $3,669,000 | +$189,000 | 2015-01-16 |
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| Q4 2014 | CVX
CHEVRON CORPORATION | United States | COM | 27,792 | 28,022 | +230 | $3,316,000 | $3,143,000 | -$173,000 | 2015-01-16 |
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| Q3 2014 | MKL
MARKEL CORP HOLDING COMPANY | United States | COM | 9,018 | 9,206 | +188 | $5,912,000 | $5,856,000 | -$56,000 | 2014-10-30 |
|---|
| Q2 2014 | DDS
DILLARDS INC CL A | United States | COM | 52,370 | 52,570 | +200 | $4,838,000 | $6,130,000 | +$1,292,000 | 2014-07-16 |
|---|
| Q2 2014 | MKL
MARKEL CORP HOLDING COMPANY | United States | COM | 8,983 | 9,018 | +35 | $5,354,000 | $5,912,000 | +$558,000 | 2014-07-16 |
|---|
| Q2 2014 | AIG
AMERICAN INTL GROUP NEW | United States | COM | 115,576 | 116,011 | +435 | $5,779,000 | $6,331,000 | +$552,000 | 2014-07-16 |
|---|
| Q2 2014 | AAPL
APPLE INC | United States | COM | 4,592 | 32,144 | +27,552 | $2,464,000 | $2,987,000 | +$523,000 | 2014-07-16 |
|---|
| Q2 2014 | CSCO
CISCO SYSTEMS INC | United States | COM | 205,712 | 206,399 | +687 | $4,611,000 | $5,129,000 | +$518,000 | 2014-07-16 |
|---|
| Q2 2014 | VOD
VODAFONE GROUP NEW ADR F SPONS | | COM | 108,020 | 108,415 | +395 | $3,976,000 | $3,620,000 | -$356,000 | 2014-07-16 |
|---|
| Q2 2014 | ABBV
ABBVIE INC | United States | COM | 60,270 | 60,685 | +415 | $3,097,000 | $3,425,000 | +$328,000 | 2014-07-16 |
|---|
| Q2 2014 | BRKB
BERKSHIRE HATHAWAY B NEW CLASS | | COM | 117,371 | 117,831 | +460 | $14,667,000 | $14,912,000 | +$245,000 | 2014-07-16 |
|---|
| Q2 2014 | ABT
ABBOTT LABORATORIES | United States | COM | 60,270 | 60,685 | +415 | $2,320,000 | $2,482,000 | +$162,000 | 2014-07-16 |
|---|
| Q2 2014 | MSFT
MICROSOFT CORP | United States | COM | 183,180 | 183,875 | +695 | $7,508,000 | $7,667,000 | +$159,000 | 2014-07-16 |
|---|
| Q2 2014 | GLD
SPDR GOLD TRUST SPDR GOLD SHAR | United States | UIUS | 33,080 | 33,095 | +15 | $4,089,000 | $4,237,000 | +$148,000 | 2014-07-16 |
|---|
| Q2 2014 | BAC
BANK OF AMERICA CORP | United States | COM | 346,976 | 384,540 | +37,564 | $5,967,000 | $5,910,000 | -$57,000 | 2014-07-16 |
|---|
| Q1 2014 | BRKB
BERKSHIRE HATHAWAY B NEW CLASS | | COM | 115,701 | 117,371 | +1,670 | $13,717,000 | $14,667,000 | +$950,000 | 2014-04-22 |
|---|
| Q1 2014 | BAC
BANK OF AMERICA CORP | United States | COM | 342,111 | 346,976 | +4,865 | $5,326,000 | $5,967,000 | +$641,000 | 2014-04-22 |
|---|
| Q1 2014 | AIG
AMERICAN INTL GROUP NEW | United States | COM | 114,061 | 115,576 | +1,515 | $5,822,000 | $5,779,000 | -$43,000 | 2014-04-22 |
|---|
| Q4 2013 | AAPL
APPLE INC | United States | COM | 4,575 | 4,702 | +127 | $2,181,000 | $2,637,000 | +$456,000 | 2014-01-10 |
|---|
| Q4 2013 | CSCO
CISCO SYSTEMS INC | United States | COM | 206,395 | 206,396 | +1 | $4,836,000 | $4,629,000 | -$207,000 | 2014-01-10 |
|---|
| Q3 2013 | AAPL
APPLE INC | United States | COM | 4,573 | 4,575 | +2 | $1,813,000 | $2,181,000 | +$368,000 | 2013-10-17 |
|---|
| Q3 2013 | GLD
SPDR GOLD TRUST SPDR GOLD SHAR | United States | UIUS | 33,713 | 33,722 | +9 | $4,015,000 | $4,322,000 | +$307,000 | 2013-10-17 |
|---|
| Q3 2013 | MSFT
MICROSOFT CORP | United States | COM | 185,405 | 186,235 | +830 | $6,404,000 | $6,197,000 | -$207,000 | 2013-10-17 |
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