Matthew 25 Management as of Sept. 30, 2016
Portfolio Holdings for Matthew 25 Management
Matthew 25 Management holds 19 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 9.5 | $32M | 198k | 161.27 | |
| FedEx Corporation (FDX) | 9.2 | $31M | 175k | 174.68 | |
| Apple (AAPL) | 9.1 | $31M | 270k | 113.05 | |
| Scripps Networks Interactive | 9.0 | $30M | 473k | 63.49 | |
| Polaris Industries (PII) | 8.0 | $27M | 345k | 77.44 | |
| Boardwalk Pipeline Partners | 7.7 | $26M | 1.5M | 17.16 | |
| Brandywine Realty Trust (BDN) | 7.2 | $24M | 1.6M | 15.62 | |
| KKR & Co | 7.0 | $24M | 1.7M | 14.26 | |
| JPMorgan Chase & Co. (JPM) | 6.9 | $23M | 345k | 66.59 | |
| Cabela's Incorporated | 6.8 | $23M | 410k | 54.93 | |
| Berkshire Hathaway (BRK.A) | 5.4 | $18M | 83.00 | 216216.87 | |
| Calatlantic | 4.3 | $14M | 430k | 33.44 | |
| MasterCard Incorporated (MA) | 2.9 | $9.7M | 95k | 101.77 | |
| Toll Brothers (TOL) | 2.6 | $8.7M | 290k | 29.86 | |
| Kansas City Southern | 2.4 | $7.9M | 85k | 93.32 | |
| Jpmorgan Chase & Co. w exp 10/201 | 1.1 | $3.8M | 155k | 24.63 | |
| Facebook Inc cl a (META) | 0.4 | $1.5M | 12k | 128.26 | |
| Federal Agricultural Mortgage (AGM) | 0.4 | $1.2M | 31k | 39.52 | |
| Federal Agricultural Mortgage Corp cmn (AGM.A) | 0.0 | $142k | 3.0k | 47.33 |
