Matthew 25 Management as of Sept. 30, 2013
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 28 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.1 | $82M | 172k | 476.75 | |
| Cabela's Incorporated | 7.2 | $49M | 778k | 63.03 | |
| Brandywine Realty Trust (BDN) | 5.7 | $38M | 2.9M | 13.18 | |
| Polaris Industries (PII) | 5.6 | $38M | 295k | 129.18 | |
| Telefonica (TEF) | 5.5 | $37M | 2.4M | 15.48 | |
| MasterCard Incorporated (MA) | 5.5 | $37M | 55k | 672.78 | |
| FedEx Corporation (FDX) | 5.3 | $36M | 312k | 114.11 | |
| KKR & Co | 5.2 | $35M | 1.7M | 20.58 | |
| Scripps Networks Interactive | 5.2 | $35M | 448k | 78.11 | |
| Goldman Sachs (GS) | 5.1 | $34M | 216k | 158.21 | |
| 5.0 | $34M | 39k | 875.91 | ||
| Berkshire Hathaway (BRK.A) | 5.0 | $34M | 197.00 | 170410.00 | |
| Jpmorgan Chase & Co. w exp 10/201 | 4.7 | $32M | 620k | 51.69 | |
| Caterpillar (CAT) | 3.6 | $25M | 296k | 83.40 | |
| East West Ban (EWBC) | 3.2 | $22M | 680k | 31.95 | |
| Halliburton Company (HAL) | 2.4 | $16M | 338k | 48.15 | |
| Kelly Services (KELYA) | 2.3 | $16M | 796k | 19.47 | |
| Kansas City Southern | 2.1 | $14M | 131k | 109.36 | |
| Devon Energy Corporation (DVN) | 1.9 | $13M | 219k | 57.76 | |
| Southwestern Energy Company | 1.7 | $11M | 315k | 36.38 | |
| PNC Financial Services (PNC) | 1.4 | $9.4M | 130k | 72.45 | |
| J.M. Smucker Company (SJM) | 1.3 | $9.0M | 86k | 105.04 | |
| Biglari Holdings | 1.2 | $8.1M | 20k | 412.67 | |
| Stryker Corporation (SYK) | 0.8 | $5.7M | 85k | 67.59 | |
| Kinder Morgan (KMI) | 0.5 | $3.4M | 95k | 35.57 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | 123k | 16.76 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $652k | 131k | 4.97 | |
| Kelly Services (KELYB) | 0.0 | $167k | 8.5k | 19.64 |
