Matthew 25 Management as of March 31, 2013
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 0 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Matthew 25 Management Corp.
FORM 13F
As of 3/31/13
{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 55,996 126,500 SH SOLE 126,500
Berkshire Hathawayc. CLA 084670108 24,536 157 SH SOLE 157
Biglari Holdings, Inc . COM 08986R101 5,878 15,750 SH SOLE 15,750
Brandywine Realty Trust COM 105368203 27,287 1,837,500 SH SOLE 1,837,500
Cabelas, Inc. COM 126804301 36,559 601,500 SH SOLE 601,500
Caterpillar, Inc. COM 149123101 24,569 282,500 SH SOLE 282,500
East West Bancorp Inc COM 27579R104 13,156 512,500 SH SOLE 512,500
Express Scripts Holdings COM 30219G108 11,380 197,500 SH SOLE 197,500
FedEx Corp. COM 31428X106 22,586 230,000 SH SOLE 230,000
Goldman Sachs Group COM 38141G104 24,500 166,500 SH SOLE 166,500
Google, Inc. CLA 38259P508 24,421 30,750 SH SOLE 30,750
Halliburton Co. COM 406216101 12,224 302,500 SH SOLE 302,500
Smuckers J M COM 832696405 10,907 110,000 SH SOLE 110,000
JP Morgan Chase & Co COM 46625H100 22,662 477,500 SH SOLE 477,500
JP Morgan Chase & Co W EXP 46634E114 1,000 63,200 SH SOLE 63,200
Kansas City Southern COM 485170302 14,916 134,500 SH SOLE 134,500
Kelly Services Inc. CLA 488152208 5,320 284,783 SH SOLE 284,783
Kelly Services Inc. CLB 488152307 28 1,500 SH SOLE 1,500
Kinder Morgan, Inc. COM 49456B101 3,675 95,000 SH SOLE 95,000
Kinder Morgan, Inc. W EXP 49456B119 674 131,200 SH SOLE 131,200
KKR & Co. L.P. COM 48248M102 25,116 1,300,000 SH SOLE 1,300,000
Mastercard, Inc. CLA 57636Q104 28,950 53,500 SH SOLE 53,500
Polaris Industries, Inc. COM 731068102 25,435 275,000 SH SOLE 275,000
Scripps Network Inter. COM 811065101 24,160 375,500 SH SOLE 375,500
Southwestern Energy Co COM 845467109 8,197 220,000 SH SOLE 220,000
Stryker Corp. COM 863667101 6,948 106,500 SH SOLE 106,500
Telefonica SA ADR 879382208 16,212 1,200,000 SH SOLE 1,200,000
REPORT SUMMARY: 27 477,292