Matthew 25 Management

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 13.72 680000 110.30
Goldman Sachs (GS) 8.74 275000 173.76
Scripps Networks Interactive (SNI) 8.17 907500 49.19
Cabela's Incorporated (CAB) 7.72 925000 45.60
Brandywine Realty Trust (BDN) 6.99 3.10M 12.32
JPMorgan Chase & Co. (JPM) 6.83 612500 60.97
Polaris Industries (PII) 6.47 295000 119.87
KKR & Co (KKR) 5.83 1.90M 16.78
MasterCard Incorporated (MA) 5.36 325000 90.12
Berkshire Hathaway (BRK.A) 5.36 150 195240.00
FedEx Corporation (FDX) 5.27 200000 143.98
Ryland (RYL) 4.65 623150 40.83
Boardwalk Pipeline Partners (BWP) 3.47 1.61M 11.77
D.R. Horton (DHI) 3.22 600000 29.36
Kansas City Southern (KSU) 3.16 190000 90.88
East West Ban (EWBC) 2.81 400000 38.42
Bbcn Ban 1.44 525000 15.02
Jpmorgan Chase & Co. w exp 10/201 0.56 155000 19.91
Madison Square Garden (MSG) 0.13 10000 72.10
California Resources 0.11 235000 2.60