MENLO ADVISORS LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, MENLO ADVISORS LLC opened 4 positions, added to 0, reduced 13, sold out of 1 and left 3 unchanged. The largest increase in value was GLD (+$14,785); the largest decrease was GLD (-$17,599).
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 27,787; Shares 2025-06-30 27,172.
- BRKB: Country of operation —; Class COM; Shares 2025-03-31 53,512; Shares 2025-06-30 52,702.
- GOOG: Country of operation United States; Class COM; Shares 2025-03-31 78,193; Shares 2025-06-30 77,393.
- GOOGL: Country of operation United States; Class COM; Shares 2025-03-31 64,273; Shares 2025-06-30 63,473.
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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