MENLO ADVISORS LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, MENLO ADVISORS LLC opened 1 positions, added to 0, reduced 6, sold out of 2 and left 2 unchanged. The largest increase in value was GDX (+$12,297); the largest decrease was PUT SPDR S&P 500 $530 EXP 01/1 (-$27,129).
- FNDF: Country of operation —; Class COM; Shares 2025-03-31 15,403; Shares 2025-06-30 15,403.
- AAPD: Country of operation —; Class COM; Shares 2025-03-31 10,000; Shares 2025-06-30 10,000.
Two Form 13F-HR filings compared (SEC CIK 1279708): 2025-03-31 (filed 2025-04-14) and 2025-06-30 (filed 2025-08-06). 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; share change is the position change.
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