Matthew 25 Management

Portfolio Holdings for Matthew 25 Management

Companies in the Matthew 25 Management portfolio as of the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Goldman Sachs (GS) 11.81 177500 220.57
KKR & Co (KKR) 10.98 1.47M 24.85
FedEx Corporation (FDX) 9.32 136000 227.06
Apple (AAPL) 8.38 150000 185.11
Polaris Industries (PII) 8.29 225000 122.18
Brandywine Realty Trust (BDN) 7.51 1.48M 16.88
JPMorgan Chase & Co. (JPM) 7.23 230000 104.20
Berkshire Hathaway (BRK.A) 5.96 70 282042.86
Boardwalk Pipeline Partners (BWP) 5.70 1.62M 11.62
Toll Brothers (TOL) 5.69 510000 36.99
Kansas City Southern (KSU) 3.61 113000 105.96
Facebook Inc cl a 3.46 59000 194.32
Discovery Communications (DISCK) 3.00 390000 25.50
MasterCard Incorporated (MA) 2.96 50000 196.52
Range Resources (RRC) 2.83 560000 16.73
Jpmorgan Chase & Co. w exp 10/201 1.20 62500 63.42
Federal Agricultural Mortgage Corp cmn 0.83 34101 81.02
Federal Agricultural Mortgage (AGM) 0.74 27500 89.49
Brighthouse Finl Inc Com 0.48 40000 40.08