- Added Positions: MTZ, KKR, KMB, BRK.B, QVAL, GLD, CVS, TWTR, UL, BCE, FPF,
- Reduced Positions: DEM, VIRT, HHC, SPY,
For the details of MENLO ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/menlo+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of MENLO ADVISORS LLC- Berkshire Hathaway Inc (BRK.B) - 89,803 shares, 12.96% of the total portfolio. Shares added by 2.92%
- Alphabet Inc (GOOG) - 3,988 shares, 5.62% of the total portfolio. Shares reduced by 0.05%
- Alphabet Inc (GOOGL) - 3,586 shares, 5.07% of the total portfolio.
- SPDR Gold Shares ETF (GLD) - 57,562 shares, 5.00% of the total portfolio. Shares added by 6.75%
- Apple Inc (AAPL) - 65,693 shares, 4.91% of the total portfolio. Shares reduced by 0.06%
Menlo Advisors Llc added to a holding in MasTec Inc by 88.92%. The purchase prices were between $85.77 and $106.43, with an estimated average price of $94.99. The stock is now traded at around $95.670000. The impact to a portfolio due to this purchase was 1.16%. The holding were 53,965 shares as of 2021-09-30.
Added: KKR & Co Inc (KKR)Menlo Advisors Llc added to a holding in KKR & Co Inc by 30.57%. The purchase prices were between $57.37 and $67.58, with an estimated average price of $62.78. The stock is now traded at around $78.140000. The impact to a portfolio due to this purchase was 0.85%. The holding were 112,145 shares as of 2021-09-30.
Added: Kimberly-Clark Corp (KMB)Menlo Advisors Llc added to a holding in Kimberly-Clark Corp by 72.34%. The purchase prices were between $132.43 and $141.49, with an estimated average price of $136.06. The stock is now traded at around $133.840000. The impact to a portfolio due to this purchase was 0.54%. The holding were 18,285 shares as of 2021-09-30.
Here is the complete portfolio of MENLO ADVISORS LLC. Also check out:
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