Matthew 25 Management

Matthew 25 Management as of June 30, 2015

Portfolio Holdings for Matthew 25 Management

Matthew 25 Management holds 25 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.3 $107M 850k 125.42
Cabela's Incorporated 8.5 $64M 1.3M 49.98
Goldman Sachs (GS) 7.7 $57M 275k 208.79
Scripps Networks Interactive 6.6 $49M 750k 65.37
JPMorgan Chase & Co. (JPM) 6.4 $48M 708k 67.76
Brandywine Realty Trust (BDN) 6.1 $45M 3.4M 13.28
FedEx Corporation (FDX) 6.0 $45M 265k 170.40
KKR & Co 5.9 $44M 1.9M 22.85
Polaris Industries (PII) 5.8 $44M 295k 148.11
Berkshire Hathaway (BRK.A) 5.6 $42M 203.00 204852.22
MasterCard Incorporated (MA) 4.8 $36M 380k 93.48
Ryland 3.9 $29M 620k 46.37
East West Ban (EWBC) 3.6 $27M 600k 44.82
Kansas City Southern 2.9 $22M 238k 91.20
D.R. Horton (DHI) 2.8 $21M 765k 27.36
Boardwalk Pipeline Partners 2.2 $17M 1.1M 14.52
Google Inc Class C 1.7 $13M 25k 520.52
Fresh Market 1.6 $12M 364k 32.14
Bbcn Ban 1.0 $7.5M 510k 14.79
Kelly Services (KELYA) 0.9 $6.5M 425k 15.35
K12 0.8 $6.3M 500k 12.65
Jpmorgan Chase & Co. w exp 10/201 0.5 $3.8M 155k 24.75
Google 0.4 $3.0M 5.5k 540.00
Kelly Services (KELYB) 0.0 $184k 12k 15.33
California Resources 0.0 $151k 25k 6.04