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 | |
| California Resources | 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 | |
| 0.4 | $3.0M | 5.5k | 540.00 | ||
| Cabela's Incorporated | 0.0 | $151k | 25k | 6.04 | |
| Kelly Services (KELYB) | 0.0 | $184k | 12k | 15.33 |
