MATTHEW 25 MANAGEMENT CORP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 33
New Positions 3
Increased Positions 14
Decreased Positions 12
Positions with Activity 26
Sold Out Positions 2
Total Mkt Value (in $ millions) 881

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

Sector Weighting

Basic Materials
Capital Goods 8.49%
Conglomerates
Consumer Cyclical 4.69%
Consumer/Non-Cyclical
Energy 3.21%
Financial 29.77%
Healthcare
Services 21.11%
Technology 20.86%
Transportation 7.35%
Utilities 4.11%

33 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 146,893 -24,638 (14.36) 1,177,500
CABELAS INC COM 59,962 4,997 9.09 1,110,000
GOLDMAN SACHS GROUP INC COM 54,271 -197 (0.36) 275,000
MASTERCARD INC CL A 44,769 -1,912 (4.1) 515,000
BRANDYWINE RLTY TR SH BEN INT NEW 44,656 -2,545 (5.39) 2,985,000
FEDEX CORP COM 44,520 -4,200 (8.62) 265,000
KKR & CO L P DEL COM UNITS 44,487 2,080 4.91 1,925,000
JPMORGAN CHASE & CO COM 44,459 New 707,500
BERKSHIRE HATHAWAY INC DEL CL A 41,531 -6,389 (13.33) 195
POLARIS INDS INC COM 41,340 -855 (2.03) 290,000
SCRIPPS NETWORKS INTERACT INC CL A COM 39,079 1,028 2.70 570,000
CATERPILLAR INC DEL COM 32,521 4,789 17.27 390,500
EAST WEST BANCORP INC COM 27,952 New 675,000
RYLAND GROUP INC COM 23,389 7,883 50.84 497,000
GOOGLE INC CL C 20,438 1,677 8.94 39,000
KINDER MORGAN INC DEL COM 20,304 4,280 26.71 462,500
KANSAS CITY SOUTHERN COM NEW 20,219 1,411 7.50 193,500
D R HORTON INC COM 18,941 4,382 30.10 670,000
GOOGLE INC CL A 16,515 New 31,000
BOARDWALK PIPELINE PARTNERS LP UT LTD PARTNER 15,120 5,040 50 900,000


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