Matthew 25 Management Corp as of Sept. 30, 2018
Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 19 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 12.0 | $40M | 177k | 224.24 | |
| Kkr & Co (KKR) | 11.0 | $36M | 1.3M | 27.27 | |
| FedEx Corporation (FDX) | 9.9 | $33M | 136k | 240.79 | |
| Apple (AAPL) | 9.6 | $32M | 140k | 225.74 | |
| JPMorgan Chase & Co. (JPM) | 7.8 | $26M | 228k | 112.84 | |
| Polaris Industries (PII) | 7.1 | $23M | 231k | 100.95 | |
| Brandywine Realty Trust (BDN) | 6.8 | $22M | 1.4M | 15.72 | |
| Berkshire Hathaway (BRK.A) | 6.3 | $21M | 65.00 | 320000.00 | |
| Toll Brothers (TOL) | 5.5 | $18M | 545k | 33.03 | |
| Kansas City Southern | 4.6 | $15M | 133k | 113.28 | |
| Facebook Inc cl a (META) | 4.0 | $13M | 79k | 164.46 | |
| Range Resources (RRC) | 3.9 | $13M | 750k | 16.99 | |
| Discovery Communications | 3.5 | $12M | 390k | 29.58 | |
| MasterCard Incorporated (MA) | 2.7 | $8.9M | 40k | 222.60 | |
| Cummins (CMI) | 1.9 | $6.1M | 42k | 146.07 | |
| Brighthouse Finl (BHF) | 1.3 | $4.2M | 95k | 44.24 | |
| Federal Agricultural Mortgage (AGM) | 0.9 | $3.0M | 41k | 72.17 | |
| Federal Agricultural Mortgage Corp cmn (AGM.A) | 0.8 | $2.6M | 40k | 66.21 | |
| Customers Ban (CUBI) | 0.5 | $1.6M | 70k | 23.53 |
