Matthew 25 Management as of Dec. 31, 2014
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 31 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.0 | $130M | 1.2M | 110.38 | |
| Cabela's Incorporated | 6.8 | $59M | 1.1M | 52.71 | |
| Goldman Sachs (GS) | 6.2 | $53M | 275k | 193.83 | |
| Brandywine Realty Trust (BDN) | 5.5 | $48M | 3.0M | 15.98 | |
| FedEx Corporation (FDX) | 5.3 | $46M | 265k | 173.66 | |
| KKR & Co | 5.2 | $45M | 1.9M | 23.21 | |
| MasterCard Incorporated (MA) | 5.1 | $44M | 515k | 86.16 | |
| JPMorgan Chase & Co. (JPM) | 5.1 | $44M | 708k | 62.58 | |
| Berkshire Hathaway (BRK.A) | 5.1 | $44M | 195.00 | 226000.00 | |
| Polaris Industries (PII) | 5.1 | $44M | 290k | 151.24 | |
| Scripps Networks Interactive | 5.0 | $43M | 570k | 75.27 | |
| Caterpillar (CAT) | 4.1 | $36M | 391k | 91.53 | |
| East West Ban (EWBC) | 3.0 | $26M | 675k | 38.71 | |
| Kansas City Southern | 2.7 | $24M | 194k | 122.03 | |
| Google Inc Class C | 2.4 | $21M | 39k | 526.41 | |
| Kinder Morgan (KMI) | 2.3 | $20M | 463k | 42.31 | |
| Ryland | 2.2 | $19M | 497k | 38.56 | |
| D.R. Horton (DHI) | 1.9 | $17M | 670k | 25.29 | |
| 1.9 | $17M | 31k | 530.65 | ||
| Boardwalk Pipeline Partners | 1.8 | $16M | 900k | 17.77 | |
| Kelly Services (KELYA) | 1.7 | $15M | 862k | 17.02 | |
| Halliburton Company (HAL) | 1.4 | $12M | 303k | 39.33 | |
| Baker Hughes Incorporated | 1.3 | $11M | 200k | 56.07 | |
| Fresh Market | 1.3 | $11M | 265k | 41.20 | |
| Biglari Holdings | 1.1 | $9.3M | 23k | 399.53 | |
| K12 | 0.7 | $5.8M | 488k | 11.87 | |
| Bbcn Ban | 0.6 | $4.9M | 340k | 14.38 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.4 | $3.2M | 155k | 20.80 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $703k | 165k | 4.26 | |
| Range Resources (RRC) | 0.1 | $641k | 12k | 53.42 | |
| Kelly Services (KELYB) | 0.0 | $204k | 12k | 17.00 |
