Matthew 25 Management

Matthew 25 Management as of Sept. 30, 2015

Portfolio Holdings for Matthew 25 Management

Companies in the Matthew 25 Management portfolio as of the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.7 $75M 680k 110.30
Goldman Sachs (GS) 8.7 $48M 275k 173.76
Scripps Networks Interactive 8.2 $45M 908k 49.19
Cabela's Incorporated 7.7 $42M 925k 45.60
Brandywine Realty Trust (BDN) 7.0 $38M 3.1M 12.32
JPMorgan Chase & Co. (JPM) 6.8 $37M 613k 60.97
Polaris Industries (PII) 6.5 $35M 295k 119.87
KKR & Co 5.8 $32M 1.9M 16.78
MasterCard Incorporated (MA) 5.4 $29M 325k 90.12
Berkshire Hathaway (BRK.A) 5.4 $29M 150.00 195240.00
FedEx Corporation (FDX) 5.3 $29M 200k 143.98
Ryland 4.7 $25M 623k 40.83
Boardwalk Pipeline Partners 3.5 $19M 1.6M 11.77
D.R. Horton (DHI) 3.2 $18M 600k 29.36
Kansas City Southern (KSU) 3.2 $17M 190k 90.88
East West Ban (EWBC) 2.8 $15M 400k 38.42
Bbcn Ban 1.4 $7.9M 525k 15.02
Jpmorgan Chase & Co. w exp 10/201 0.6 $3.1M 155k 19.91
Madison Square Garden 0.1 $721k 10.0k 72.10
California Resources 0.1 $611k 235k 2.60