Matthew 25 Management as of June 30, 2016
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 19 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.9 | $35M | 237k | 148.58 | |
| Apple (AAPL) | 8.6 | $31M | 320k | 95.60 | |
| Scripps Networks Interactive | 8.5 | $30M | 485k | 62.27 | |
| Polaris Industries (PII) | 8.3 | $30M | 362k | 81.76 | |
| Cabela's Incorporated | 8.2 | $29M | 580k | 50.06 | |
| Brandywine Realty Trust (BDN) | 7.8 | $28M | 1.7M | 16.80 | |
| JPMorgan Chase & Co. (JPM) | 7.7 | $27M | 440k | 62.14 | |
| FedEx Corporation (FDX) | 7.6 | $27M | 178k | 151.78 | |
| Boardwalk Pipeline Partners | 7.3 | $26M | 1.5M | 17.45 | |
| KKR & Co | 5.7 | $20M | 1.7M | 12.34 | |
| Berkshire Hathaway (BRK.A) | 5.5 | $20M | 90.00 | 216977.78 | |
| Calatlantic | 4.6 | $17M | 450k | 36.71 | |
| MasterCard Incorporated (MA) | 4.1 | $15M | 165k | 88.06 | |
| Kansas City Southern | 3.0 | $11M | 118k | 90.09 | |
| Toll Brothers (TOL) | 2.0 | $7.0M | 260k | 26.91 | |
| Jpmorgan Chase & Co. w exp 10/201 | 0.9 | $3.1M | 155k | 20.25 | |
| Facebook Inc cl a (META) | 0.3 | $1.0M | 9.0k | 114.33 | |
| Federal Agricultural Mortgage (AGM) | 0.3 | $944k | 27k | 34.83 | |
| Federal Agricultural Mortgage Corp cmn (AGM.A) | 0.0 | $65k | 1.8k | 36.11 |
