Matthew 25 Management as of March 31, 2014
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 29 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.0 | $111M | 208k | 536.74 | |
| Cabela's Incorporated | 7.4 | $59M | 905k | 65.51 | |
| Brandywine Realty Trust (BDN) | 5.8 | $46M | 3.2M | 14.46 | |
| Polaris Industries (PII) | 5.2 | $41M | 294k | 139.71 | |
| Goldman Sachs (GS) | 5.1 | $41M | 248k | 163.85 | |
| JPMorgan Chase & Co. (JPM) | 5.1 | $41M | 669k | 60.71 | |
| Telefonica (TEF) | 5.0 | $40M | 2.6M | 15.79 | |
| FedEx Corporation (FDX) | 5.0 | $40M | 303k | 132.56 | |
| Scripps Networks Interactive | 4.9 | $39M | 515k | 75.91 | |
| KKR & Co | 4.9 | $39M | 1.7M | 22.84 | |
| Berkshire Hathaway (BRK.A) | 4.9 | $39M | 207.00 | 187350.00 | |
| MasterCard Incorporated (MA) | 4.8 | $39M | 515k | 74.70 | |
| 4.7 | $37M | 34k | 1114.51 | ||
| Caterpillar (CAT) | 4.0 | $32M | 320k | 99.37 | |
| East West Ban (EWBC) | 3.1 | $25M | 675k | 36.50 | |
| Halliburton Company (HAL) | 2.9 | $23M | 393k | 58.89 | |
| Kelly Services (KELYA) | 2.5 | $20M | 850k | 23.73 | |
| Kansas City Southern | 2.2 | $18M | 171k | 102.06 | |
| Devon Energy Corporation (DVN) | 2.1 | $17M | 255k | 66.93 | |
| PNC Financial Services (PNC) | 1.7 | $14M | 155k | 87.00 | |
| Biglari Holdings | 1.2 | $9.2M | 19k | 487.49 | |
| J.M. Smucker Company (SJM) | 1.1 | $9.0M | 93k | 97.24 | |
| Kinder Morgan (KMI) | 0.7 | $5.5M | 170k | 32.49 | |
| Boardwalk Pipeline Partners | 0.6 | $4.6M | 340k | 13.41 | |
| Fresh Market | 0.4 | $3.2M | 96k | 33.60 | |
| K12 | 0.4 | $3.1M | 135k | 22.65 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.3 | $2.6M | 128k | 20.20 | |
| Kelly Services (KELYB) | 0.0 | $260k | 11k | 23.77 | |
| Kinder Morgan Inc/delaware Wts | 0.0 | $231k | 131k | 1.76 |
