- New Purchases: IAC, KW, TTE, QCOM,
- Added Positions: GDX, TWTR, UL, GOOG, DGRW, KMB, FPF, HD,
- Reduced Positions: BRK.B, TSLA, SPY, AAPL, GLD, MSFT, KKR, EQC, QVAL, MTZ, OKTA, ABT, DEM, BACPL.PFD, GOOGL, CVS, VIRT, DIS, CSCO, GLW, EBAY, LSXMK, HHC, RVT, ABBV, BCE, SCHO, NTSX,
- Sold Out: COUP,
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) - 85,405 shares, 12.69% of the total portfolio. Shares reduced by 4.9%
- Alphabet Inc (GOOG) - 4,141 shares, 5.96% of the total portfolio. Shares added by 3.84%
- Apple Inc (AAPL) - 60,583 shares, 5.35% of the total portfolio. Shares reduced by 7.78%
- Microsoft Corp (MSFT) - 30,241 shares, 5.06% of the total portfolio. Shares reduced by 4.72%
- Alphabet Inc (GOOGL) - 3,507 shares, 5.05% of the total portfolio. Shares reduced by 2.2%
Menlo Advisors Llc initiated holding in IAC/InterActiveCorp. The purchase prices were between $122.47 and $156.76, with an estimated average price of $137.28. The stock is now traded at around $115.640000. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,218 shares as of 2021-12-31.
New Purchase: Kennedy-Wilson Holdings Inc (KW)Menlo Advisors Llc initiated holding in Kennedy-Wilson Holdings Inc. The purchase prices were between $21.5 and $23.92, with an estimated average price of $22.81. The stock is now traded at around $22.680000. The impact to a portfolio due to this purchase was 0.2%. The holding were 17,055 shares as of 2021-12-31.
New Purchase: TotalEnergies SE (TTE)Menlo Advisors Llc initiated holding in TotalEnergies SE. The purchase prices were between $45.99 and $52.32, with an estimated average price of $49.79. The stock is now traded at around $57.920000. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,450 shares as of 2021-12-31.
New Purchase: Qualcomm Inc (QCOM)Menlo Advisors Llc initiated holding in Qualcomm Inc. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $169.820000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,105 shares as of 2021-12-31.
Added: VanEck Gold Miners ETF (GDX)Menlo Advisors Llc added to a holding in VanEck Gold Miners ETF by 29.33%. The purchase prices were between $29.16 and $34.3, with an estimated average price of $31.49. The stock is now traded at around $34.689900. The impact to a portfolio due to this purchase was 0.79%. The holding were 219,580 shares as of 2021-12-31.
Added: Twitter Inc (TWTR)Menlo Advisors Llc added to a holding in Twitter Inc by 30.24%. The purchase prices were between $42.07 and $66.11, with an estimated average price of $51.61. The stock is now traded at around $36.045000. The impact to a portfolio due to this purchase was 0.7%. The holding were 140,425 shares as of 2021-12-31.
Sold Out: Coupa Software Inc (COUP)Menlo Advisors Llc sold out a holding in Coupa Software Inc. The sale prices were between $151.8 and $256.5, with an estimated average price of $204.91.
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