Matthew 25 Management

Companies in the Matthew 25 Management portfolio as of June 2015 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 14.27 850000 125.42
Cabela's Incorporated (CAB) 8.50 1.27M 49.98
Goldman Sachs (GS) 7.69 275000 208.79
Scripps Networks Interactive (SNI) 6.56 750000 65.37
JPMorgan Chase & Co. (JPM) 6.42 707500 67.76
Brandywine Realty Trust (BDN) 6.08 3.42M 13.28
FedEx Corporation (FDX) 6.05 265000 170.40
KKR & Co (KKR) 5.89 1.93M 22.85
Polaris Industries (PII) 5.85 295000 148.11
Berkshire Hathaway (BRK.A) 5.57 203 204852.22
MasterCard Incorporated (MA) 4.76 380000 93.48
Ryland (RYL) 3.85 620000 46.37
East West Ban (EWBC) 3.60 600000 44.82
Kansas City Southern (KSU) 2.90 237500 91.20
D.R. Horton (DHI) 2.80 765000 27.36
Boardwalk Pipeline Partners (BWP) 2.23 1.15M 14.52
Google Inc Class C 1.74 25000 520.52
Fresh Market (TFM) 1.57 364300 32.14
Bbcn Ban 1.01 510000 14.79
Kelly Services (KELYA) 0.87 425000 15.35
K12 (LRN) 0.85 500000 12.65
Jpmorgan Chase & Co. w exp 10/201 0.51 155000 24.75
Google (GOOG) 0.40 5500 540.00
Kelly Services (KELYB) 0.02 12000 15.33
California Resources 0.02 25000 6.04