Matthew 25 Management Corp as of March 31, 2015
Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 29 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.9 | $113M | 910k | 124.43 | |
| Cabela's Incorporated | 8.1 | $66M | 1.2M | 55.98 | |
| Goldman Sachs (GS) | 6.3 | $52M | 275k | 187.97 | |
| Brandywine Realty Trust Sh Ben (BDN) | 5.9 | $48M | 3.0M | 15.98 | |
| Mastercard Cla (MA) | 5.5 | $45M | 515k | 86.39 | |
| KKR & Co | 5.4 | $44M | 1.9M | 22.81 | |
| FedEx Corporation (FDX) | 5.4 | $44M | 265k | 165.45 | |
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 5.3 | $44M | 200.00 | 217500.00 | |
| Scripps Networks Interactive | 5.3 | $43M | 628k | 68.56 | |
| JPMorgan Chase & Co. (JPM) | 5.3 | $43M | 708k | 60.58 | |
| Polaris Industries (PII) | 5.1 | $42M | 295k | 141.10 | |
| Ryland | 3.5 | $29M | 585k | 48.74 | |
| East West Ban (EWBC) | 3.4 | $27M | 675k | 40.46 | |
| Kansas City Southern | 2.7 | $22M | 219k | 102.08 | |
| D.R. Horton (DHI) | 2.6 | $22M | 755k | 28.48 | |
| Google CLC | 2.5 | $20M | 37k | 548.00 | |
| Kinder Morgan (KMI) | 2.4 | $20M | 473k | 42.06 | |
| Google Cla | 2.1 | $17M | 31k | 554.71 | |
| Boardwalk Pipeline Partners Ut Ltd Part | 1.8 | $15M | 925k | 16.10 | |
| Kelly Services Cla (KELYA) | 1.7 | $14M | 785k | 17.44 | |
| Fresh Market | 1.4 | $12M | 283k | 40.64 | |
| Biglari Holdings | 1.2 | $9.7M | 23k | 414.12 | |
| K12 | 1.0 | $7.9M | 500k | 15.72 | |
| Bbcn Ban | 0.7 | $6.0M | 412k | 14.47 | |
| Baker Hughes Incorporated | 0.5 | $4.5M | 70k | 63.59 | |
| JP Morgan Chase & Co. W Exp | 0.4 | $3.4M | 155k | 22.01 | |
| Range Resources (RRC) | 0.3 | $2.5M | 48k | 52.04 | |
| Kinder Morgan Inc. Warrant W Exp | 0.1 | $677k | 165k | 4.10 | |
| Kelly Services CLB (KELYB) | 0.0 | $209k | 12k | 17.42 |
