Matthew 25 Management as of March 31, 2014
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 28 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) | 14.2 | $111M | 208k | 536.74 | |
| Caterpillar (CAT) | 10.2 | $80M | 1.2M | 65.51 | |
| Cabela's Incorporated | 5.8 | $46M | 3.2M | 14.46 | |
| Scripps Networks Interactive | 5.2 | $41M | 294k | 139.71 | |
| Jpmorgan Chase & Co. w exp 10/201 | 5.2 | $41M | 669k | 60.71 | |
| Goldman Sachs (GS) | 5.2 | $41M | 248k | 163.85 | |
| Telefonica (TEF) | 5.1 | $40M | 2.6M | 15.79 | |
| FedEx Corporation (FDX) | 5.1 | $40M | 303k | 132.56 | |
| Southwestern Energy Company | 5.0 | $39M | 515k | 75.91 | |
| Kansas City Southern | 5.0 | $39M | 1.7M | 22.84 | |
| Berkshire Hathaway (BRK.A) | 4.9 | $39M | 207.00 | 187350.00 | |
| Polaris Industries (PII) | 4.9 | $39M | 515k | 74.70 | |
| 4.8 | $37M | 34k | 1114.51 | ||
| East West Ban (EWBC) | 3.1 | $25M | 675k | 36.50 | |
| Halliburton Company (HAL) | 2.9 | $23M | 393k | 58.89 | |
| Kinder Morgan Inc/delaware Wts | 2.6 | $20M | 850k | 23.73 | |
| Kelly Services (KELYA) | 2.2 | $18M | 171k | 102.06 | |
| Devon Energy Corporation (DVN) | 2.2 | $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 | |
| MasterCard Incorporated (MA) | 0.7 | $5.5M | 170k | 32.49 | |
| Brandywine Realty Trust (BDN) | 0.6 | $4.6M | 340k | 13.41 | |
| Fresh Market | 0.4 | $3.2M | 96k | 33.60 | |
| KKR & Co | 0.4 | $3.1M | 135k | 22.65 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.6M | 128k | 20.20 | |
| Kelly Services (KELYB) | 0.0 | $260k | 11k | 23.77 | |
| Kinder Morgan (KMI) | 0.0 | $231k | 131k | 1.76 |
