Matthew 25 Management as of June 30, 2014
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 31 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.3 | $135M | 1.5M | 92.93 | |
| Cabela's Incorporated | 7.0 | $61M | 980k | 62.40 | |
| Brandywine Realty Trust (BDN) | 5.6 | $49M | 3.2M | 15.60 | |
| FedEx Corporation (FDX) | 5.3 | $46M | 307k | 151.38 | |
| Goldman Sachs (GS) | 5.1 | $45M | 270k | 167.44 | |
| Scripps Networks Interactive | 5.0 | $44M | 538k | 81.14 | |
| Berkshire Hathaway (BRK.A) | 4.9 | $43M | 228.00 | 189900.50 | |
| KKR & Co | 4.9 | $43M | 1.8M | 24.33 | |
| Telefonica (TEF) | 4.9 | $43M | 2.5M | 17.16 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $41M | 704k | 57.62 | |
| MasterCard Incorporated (MA) | 4.5 | $40M | 537k | 73.47 | |
| Polaris Industries (PII) | 4.5 | $39M | 300k | 130.24 | |
| Caterpillar (CAT) | 4.0 | $36M | 328k | 108.67 | |
| Halliburton Company (HAL) | 3.3 | $29M | 407k | 71.01 | |
| East West Ban (EWBC) | 2.7 | $24M | 675k | 34.99 | |
| Devon Energy Corporation (DVN) | 2.4 | $21M | 260k | 79.40 | |
| Google Inc Class C | 2.3 | $21M | 36k | 575.28 | |
| 2.2 | $20M | 34k | 584.67 | ||
| Kansas City Southern | 2.2 | $19M | 179k | 107.51 | |
| Kelly Services (KELYA) | 1.7 | $15M | 872k | 17.17 | |
| PNC Financial Services (PNC) | 1.6 | $14M | 155k | 89.05 | |
| Boardwalk Pipeline Partners | 1.2 | $11M | 585k | 18.50 | |
| Kinder Morgan (KMI) | 1.1 | $9.4M | 260k | 36.26 | |
| Biglari Holdings | 0.9 | $8.1M | 19k | 422.97 | |
| Fresh Market | 0.7 | $6.4M | 193k | 33.47 | |
| Ryland | 0.7 | $5.9M | 150k | 39.44 | |
| D.R. Horton (DHI) | 0.6 | $5.5M | 225k | 24.58 | |
| K12 | 0.4 | $3.8M | 158k | 24.07 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.3 | $2.7M | 142k | 19.33 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $438k | 158k | 2.78 | |
| Kelly Services (KELYB) | 0.0 | $193k | 11k | 17.15 |
