Matthew 25 Management as of June 30, 2013
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 28 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.6 | $60M | 151k | 396.53 | |
| Cabela's Incorporated | 7.4 | $42M | 645k | 64.76 | |
| Brandywine Realty Trust (BDN) | 5.8 | $33M | 2.4M | 13.52 | |
| MasterCard Incorporated (MA) | 5.6 | $32M | 55k | 574.49 | |
| KKR & Co | 5.4 | $31M | 1.6M | 19.66 | |
| Polaris Industries (PII) | 5.3 | $30M | 318k | 95.00 | |
| 5.3 | $30M | 34k | 880.38 | ||
| Scripps Networks Interactive | 5.2 | $29M | 440k | 66.76 | |
| Berkshire Hathaway (BRK.A) | 5.2 | $29M | 172.00 | 168598.84 | |
| Goldman Sachs (GS) | 5.1 | $29M | 189k | 151.25 | |
| FedEx Corporation (FDX) | 5.0 | $29M | 289k | 98.58 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $28M | 535k | 52.79 | |
| Caterpillar (CAT) | 4.9 | $27M | 333k | 82.49 | |
| Telefonica (TEF) | 4.8 | $27M | 2.1M | 12.81 | |
| East West Ban (EWBC) | 3.3 | $19M | 680k | 27.50 | |
| Halliburton Company (HAL) | 2.4 | $14M | 323k | 41.72 | |
| Kansas City Southern | 2.4 | $13M | 125k | 105.96 | |
| Kelly Services (KELYA) | 2.2 | $12M | 700k | 17.47 | |
| Southwestern Energy Company | 2.0 | $11M | 308k | 36.53 | |
| Devon Energy Corporation (DVN) | 1.8 | $10M | 200k | 51.88 | |
| J.M. Smucker Company (SJM) | 1.6 | $8.8M | 86k | 103.15 | |
| Stryker Corporation (SYK) | 1.2 | $6.9M | 107k | 64.68 | |
| Biglari Holdings | 1.1 | $6.5M | 16k | 410.41 | |
| Kinder Morgan (KMI) | 0.6 | $3.6M | 95k | 38.15 | |
| Express Scripts Holding | 0.3 | $1.5M | 25k | 61.76 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.2 | $1.0M | 65k | 15.60 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $672k | 131k | 5.12 | |
| Kelly Services (KELYB) | 0.0 | $146k | 8.3k | 17.54 |
