Matthew 25 Management as of Sept. 30, 2015
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 20 positions in its portfolio as reported in 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 | 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 | 10k | 72.10 | |
| California Resources | 0.1 | $611k | 235k | 2.60 |
