Matthew 25 Management

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 12.37 568000 105.26
Goldman Sachs (GS) 10.26 275000 180.23
Cabela's Incorporated (CAB) 8.22 850000 46.73
JPMorgan Chase & Co. (JPM) 7.86 575000 66.03
Scripps Networks Interactive (SNI) 7.43 650000 55.21
Brandywine Realty Trust (BDN) 7.35 2.60M 13.66
Polaris Industries (PII) 7.12 400000 85.95
FedEx Corporation (FDX) 6.17 200000 148.99
KKR & Co (KKR) 6.13 1.90M 15.59
MasterCard Incorporated (MA) 5.54 275000 97.36
Berkshire Hathaway (BRK.A) 5.32 130 197800.00
Boardwalk Pipeline Partners (BWP) 5.17 1.93M 12.98
Calatlantic 3.92 500000 37.92
D.R. Horton (DHI) 3.31 500000 32.03
Kansas City Southern (KSU) 3.07 198575 74.67
Jpmorgan Chase & Co. w exp 10/201 0.76 155000 23.69