Matthew 25 Management as of Dec. 31, 2015
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 16 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.4 | $60M | 568k | 105.26 | |
| Goldman Sachs (GS) | 10.3 | $50M | 275k | 180.23 | |
| Cabela's Incorporated | 8.2 | $40M | 850k | 46.73 | |
| JPMorgan Chase & Co. (JPM) | 7.9 | $38M | 575k | 66.03 | |
| Scripps Networks Interactive | 7.4 | $36M | 650k | 55.21 | |
| Brandywine Realty Trust (BDN) | 7.3 | $36M | 2.6M | 13.66 | |
| Polaris Industries (PII) | 7.1 | $34M | 400k | 85.95 | |
| FedEx Corporation (FDX) | 6.2 | $30M | 200k | 148.99 | |
| KKR & Co | 6.1 | $30M | 1.9M | 15.59 | |
| MasterCard Incorporated (MA) | 5.5 | $27M | 275k | 97.36 | |
| Berkshire Hathaway (BRK.A) | 5.3 | $26M | 130.00 | 197800.00 | |
| Boardwalk Pipeline Partners | 5.2 | $25M | 1.9M | 12.98 | |
| Calatlantic | 3.9 | $19M | 500k | 37.92 | |
| D.R. Horton (DHI) | 3.3 | $16M | 500k | 32.03 | |
| Kansas City Southern | 3.1 | $15M | 199k | 74.67 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.8 | $3.7M | 155k | 23.69 |
