0001351431-14-000005.txt : 20141106 0001351431-14-000005.hdr.sgml : 20141106 20141105201606 ACCESSION NUMBER: 0001351431-14-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141106 DATE AS OF CHANGE: 20141105 EFFECTIVENESS DATE: 20141106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Matthew 25 Management Corp CENTRAL INDEX KEY: 0001351431 IRS NUMBER: 232804868 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11589 FILM NUMBER: 141198466 BUSINESS ADDRESS: STREET 1: 413 JOHNSON STREET SUITE #200 CITY: JENKINTOWN STATE: PA ZIP: 19046 BUSINESS PHONE: 215-884-4458 MAIL ADDRESS: STREET 1: P.O. BOX 2479 CITY: JENKINTOWN STATE: PA ZIP: 19046 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001351431 XXXXXXXX 09-30-2014 09-30-2014 Matthew 25 Management Corp

P.O. BOX 2479 JENKINTOWN PA 19046

13F HOLDINGS REPORT 028-11589 N Lesley Buck 215-884-4458 Lesley Buck Jenkintown PA 11-05-2014 0 30 885207 false INFORMATION TABLE 2 infotableSept2014.xml Apple, Inc. COM 037833100 138531 1375000 SH SOLE 1375000 0 0 Berkshire Hathaway Inc. Class A CLA 084670108 46553 225 SH SOLE 225 0 0 Biglari Holdings Inc. COM 08986R101 7940 23370 SH SOLE 23370 0 0 Boardwalk Pipeline Partners, LP UT LTD PART 096627104 11220 600000 SH SOLE 600000 0 0 Brandywine Realty Trust SH BEN 105368203 44392 3155100 SH SOLE 3155100 0 0 Cabela's Inc. COM 126804301 59931 1017500 SH SOLE 1017500 0 0 Caterpillar, Inc. COM 149123101 32977 333000 SH SOLE 333000 0 0 DR Horton Inc. COM 23331A109 10568 515000 SH SOLE 515000 0 0 Devon Energy Corporation COM 25179M103 18204 267000 SH SOLE 267000 0 0 East West Bancorp, Inc. COM 27579R104 22950 675000 SH SOLE 675000 0 0 FedEx Corporation COM 31428X106 46821 290000 SH SOLE 290000 0 0 Goldman Sachs Group, Inc. COM 38141G104 50665 276000 SH SOLE 276000 0 0 Google, Inc. CLA 38259P508 18241 31000 SH SOLE 31000 0 0 Google, Inc. CLC 38259P706 20669 35800 SH SOLE 35800 0 0 Halliburton Co. COM 406216101 27739 430000 SH SOLE 430000 0 0 JP Morgan Chase & Co. W EXP 46634E114 3117 155000 SH SOLE 155000 0 0 JP Morgan Chase & Co COM 46625H100 42620 707500 SH SOLE 707500 0 0 K12, Inc. COM 48273U102 4868 305000 SH SOLE 305000 0 0 KKR & Co. LP COM 48248M102 40921 1835000 SH SOLE 1835000 0 0 Kansas City Southern COM 485170302 21816 180000 SH SOLE 180000 0 0 Kelly Services, Inc. CLA 488152208 14181 905000 SH SOLE 905000 0 0 Kelly Services, Inc. CLB 488152307 188 12000 SH SOLE 12000 0 0 Kinder Morgan Inc. Warrant W EXP 49456B119 601 165000 SH SOLE 165000 0 0 Kinder Morgan, Inc. COM 49456B101 13994 365000 SH SOLE 365000 0 0 Mastercard Inc. CLA 57636Q104 39695 537000 SH SOLE 537000 0 0 Polaris Industries, Inc. COM 731068102 44338 296000 SH SOLE 296000 0 0 Ryland Group Inc. COM 783764103 10953 329500 SH SOLE 329500 0 0 Scripps Networks Interactive, Inc COM 811065101 43340 555000 SH SOLE 555000 0 0 Telefonica SA ADR 879382208 37657 2450000 SH SOLE 2450000 0 0 The Fresh Market, Inc. COM 35804H106 9518 272500 SH SOLE 272500 0 0