Matthew 25 Management as of Dec. 31, 2012
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 0 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Matthew 25 Management Corp.
FORM 13F
As of 12/31/12
{S} {C} {C} {C} {C} {C} {C} {C}
TITLE FAIR VOTING
OF MARKET SHARES/ INVESTMENT OTHER AUTHORITY
NAME OF ISSUER CLASS CUSIP VALUE PRN AMT DISCRETION MANAG. SOLE SHARED NONE
-------------------------------------------------------------------------------------------------------
Apple Inc. COM 037833100 47,896 90,000 SH SOLE 90,000
Berkshire Hathawayc. CLA 084670108 15,283 114 SH SOLE 114
Biglari Holdings, Inc . COM 08986R101 3,608 9,250 SH SOLE 9,250
Brandywine Realty Trust COM 105368203 18,534 1,520,400 SH SOLE 1,520,400
Cabelas, Inc. COM 126804301 19,101 457,500 SH SOLE 457,500
Caterpillar, Inc. COM 149123101 21,506 240,000 SH SOLE 240,000
East West Bancorp Inc COM 27579R104 6,769 315,000 SH SOLE 315,000
Express Scripts Holdings COM 30219G108 9,855 182,500 SH SOLE 182,500
FedEx Corp. COM 31428X106 15,088 164,500 SH SOLE 164,500
Goldman Sachs Group COM 38141G104 15,435 121,000 SH SOLE 121,000
Google, Inc. CLA 38259P508 15,315 21,650 SH SOLE 21,650
Smuckers J M COM 832696405 4,217 48,900 SH SOLE 48,900
JP Morgan Chase & Co COM 46625H100 14,818 337,000 SH SOLE 337,000
JP Morgan Chase & Co W EXP 46634E114 652 55,000 SH SOLE 55,000
Kansas City Southern COM 485170302 8,807 105,500 SH SOLE 105,500
Kinder Morgan, Inc. COM 49456B101 3,356 95,000 SH SOLE 95,000
Kinder Morgan, Inc. W EXP 49456B119 496 131,200 SH SOLE 131,200
KKR & Co. L.P. COM 48248M102 15,877 1,042,500 SH SOLE 1,042,500
Mastercard, Inc. CLA 57636Q104 17,932 36,500 SH SOLE 36,500
Polaris Industries, Inc. COM 731068102 11,781 140,000 SH SOLE 140,000
Scripps Network Inter. COM 811065101 15,450 266,750 SH SOLE 266,750
Stryker Corp. COM 863667101 3,837 70,000 SH SOLE 70,000
REPORT SUMMARY: 22 285,613