Menlo Advisors LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on March 31, 2026. The filing lists 32 separate holdings, with the total value of the portfolio reported as $0.
The largest position disclosed in the filing is Royalty Pharma PLC F Class A, held in the amount of 127,640 shares. This is followed by Sprott Physical Silver E, with 251,960 shares, and VanEck Gold Miners ETF, with 227,866 shares. Other significant holdings include Sprott Uranium Miners ETF (86,304 shares), Matthews Emerging Markets Ex C (126,040 shares), and Schwab Fundamental Internation Com (23,846 shares).
The filing indicates that all positions listed are held as Sole voting power and Sole dispositive power, with no shared ownership reported.
