Matthew 25 Management as of Dec. 31, 2013
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 28 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.3 | $107M | 190k | 561.02 | |
| Cabela's Incorporated | 7.5 | $60M | 905k | 66.66 | |
| MasterCard Incorporated (MA) | 5.7 | $46M | 55k | 835.46 | |
| FedEx Corporation (FDX) | 5.5 | $44M | 309k | 143.77 | |
| 5.5 | $44M | 39k | 1120.71 | ||
| Brandywine Realty Trust (BDN) | 5.4 | $43M | 3.1M | 14.09 | |
| Scripps Networks Interactive | 5.4 | $43M | 500k | 86.41 | |
| Polaris Industries (PII) | 5.2 | $42M | 285k | 145.64 | |
| KKR & Co | 5.2 | $41M | 1.7M | 24.34 | |
| Telefonica (TEF) | 5.1 | $41M | 2.5M | 16.34 | |
| Goldman Sachs (GS) | 5.1 | $41M | 232k | 177.26 | |
| JPMorgan Chase & Co. (JPM) | 4.8 | $39M | 658k | 58.48 | |
| Berkshire Hathaway (BRK.A) | 4.5 | $36M | 204.00 | 177900.00 | |
| Caterpillar (CAT) | 3.6 | $29M | 315k | 90.81 | |
| East West Ban (EWBC) | 3.0 | $24M | 675k | 34.97 | |
| Kelly Services (KELYA) | 2.6 | $21M | 837k | 24.94 | |
| Halliburton Company (HAL) | 2.3 | $19M | 370k | 50.75 | |
| Kansas City Southern | 2.0 | $16M | 131k | 123.83 | |
| Devon Energy Corporation (DVN) | 1.8 | $14M | 233k | 61.87 | |
| Southwestern Energy Company | 1.5 | $12M | 315k | 39.33 | |
| PNC Financial Services (PNC) | 1.4 | $12M | 150k | 77.58 | |
| Biglari Holdings | 1.2 | $9.9M | 20k | 506.64 | |
| J.M. Smucker Company (SJM) | 1.0 | $8.3M | 80k | 103.62 | |
| Kinder Morgan (KMI) | 0.5 | $4.1M | 115k | 36.00 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.3 | $2.5M | 128k | 19.39 | |
| K12 | 0.2 | $1.8M | 85k | 21.75 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $533k | 131k | 4.06 | |
| Kelly Services (KELYB) | 0.0 | $273k | 11k | 24.91 |
