MATTHEW 25 MANAGEMENT CORP Information

413 JOHNSON STREET SUITE #200, JENKINTOWN, Pennsylvania, 19046, (215) 884-4458

Report Date: 06/30/2015

Position Statistics

Total Positions 30
New Positions 1
Increased Positions 10
Decreased Positions 12
Positions with Activity 22
Sold Out Positions 5
Total Mkt Value (in $ millions) 639

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 7.79%
Conglomerates
Consumer Cyclical 6.06%
Consumer/Non-Cyclical
Energy 0%
Financial 38.24%
Healthcare
Services 16.28%
Technology 18.11%
Transportation 9.84%
Utilities 2.46%

30 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 96,297 -6,797 (6.59) 850,000
GOLDMAN SACHS GROUP INC COM 51,631 New 275,000
JPMORGAN CHASE & CO COM 45,372 New 707,500
BRANDYWINE RLTY TR SH BEN INT NEW 42,784 5,442 14.57 3,420,000
BERKSHIRE HATHAWAY INC DEL CL A 41,685 616 1.50 203
FEDEX CORP COM 40,413 New 265,000
SCRIPPS NETWORKS INTERACT INC CL A COM 39,885 6,488 19.43 750,000
POLARIS INDS INC COM 38,710 New 295,000
KKR & CO L P DEL COM UNITS 38,327 New 1,925,000
MASTERCARD INC CL A 35,750 -12,701 (26.21) 380,000
RYLAND GROUP INC COM 26,741 1,510 5.98 620,000
EAST WEST BANCORP INC COM 24,216 -3,027 (11.11) 600,000
D R HORTON INC COM 23,049 301 1.33 765,000
KANSAS CITY SOUTHERN COM NEW 22,463 1,750 8.45 237,500
GOOGLE INC CL C 15,760 -7,565 (32.43) 25,000
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER 15,689 3,017 23.81 1,145,200
FRESH MKT INC COM 7,537 1,691 28.92 364,300
BBCN BANCORP INC COM 7,349 1,412 23.79 510,000
K12 INC COM 6,510 New 500,000
KELLY SVCS INC CL A 6,035 -5,112 (45.86) 425,000