0001351431-13-000002.txt : 20130508
0001351431-13-000002.hdr.sgml : 20130508
20130507210141
ACCESSION NUMBER: 0001351431-13-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130508
DATE AS OF CHANGE: 20130507
EFFECTIVENESS DATE: 20130508
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: 13821941
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
form13f.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 3/31/13
Check here if Amendment []; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Matthew 25 Management Corp.
Address: 413 Johnson Street, Suite #200
Jenkintown, PA 19046
Form 13F File Number: 028-11589
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Mark Mulholland
Title: President
Phone: 215-884-4458
/s/ Mark Mulholland
May 7, 2013
Report Type (Check only one.):
[x] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
-----------
Form 13F Information Table Entry Total: 27
-----------
Form 13F Information Table Value Total: $ 477,292
-----------
(thousands)
List of Other Included Managers: N/A
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
Matthew 25 Management Corp.
FORM 13F
As of 3/31/13
TITLE FAIR VOTING
OF MARKET SHARES/ INVESTMENT OTHER AUTHORITY
NAME OF ISSUER CLASS CUSIP VALUE PRN AMT DISCRETION MANAG. SOLE SHARED NONE
-------------------------------------------------------------------------------------------------------
Apple Inc. COM 037833100 55,996 126,500 SH SOLE 126,500
Berkshire Hathawayc. CLA 084670108 24,536 157 SH SOLE 157
Biglari Holdings, Inc . COM 08986R101 5,878 15,750 SH SOLE 15,750
Brandywine Realty Trust COM 105368203 27,287 1,837,500 SH SOLE 1,837,500
Cabelas, Inc. COM 126804301 36,559 601,500 SH SOLE 601,500
Caterpillar, Inc. COM 149123101 24,569 282,500 SH SOLE 282,500
East West Bancorp Inc COM 27579R104 13,156 512,500 SH SOLE 512,500
Express Scripts Holdings COM 30219G108 11,380 197,500 SH SOLE 197,500
FedEx Corp. COM 31428X106 22,586 230,000 SH SOLE 230,000
Goldman Sachs Group COM 38141G104 24,500 166,500 SH SOLE 166,500
Google, Inc. CLA 38259P508 24,421 30,750 SH SOLE 30,750
Halliburton Co. COM 406216101 12,224 302,500 SH SOLE 302,500
Smuckers J M COM 832696405 10,907 110,000 SH SOLE 110,000
JP Morgan Chase & Co COM 46625H100 22,662 477,500 SH SOLE 477,500
JP Morgan Chase & Co W EXP 46634E114 1,000 63,200 SH SOLE 63,200
Kansas City Southern COM 485170302 14,916 134,500 SH SOLE 134,500
Kelly Services Inc. CLA 488152208 5,320 284,783 SH SOLE 284,783
Kelly Services Inc. CLB 488152307 28 1,500 SH SOLE 1,500
Kinder Morgan, Inc. COM 49456B101 3,675 95,000 SH SOLE 95,000
Kinder Morgan, Inc. W EXP 49456B119 674 131,200 SH SOLE 131,200
KKR & Co. L.P. COM 48248M102 25,116 1,300,000 SH SOLE 1,300,000
Mastercard, Inc. CLA 57636Q104 28,950 53,500 SH SOLE 53,500
Polaris Industries, Inc. COM 731068102 25,435 275,000 SH SOLE 275,000
Scripps Network Inter. COM 811065101 24,160 375,500 SH SOLE 375,500
Southwestern Energy Co COM 845467109 8,197 220,000 SH SOLE 220,000
Stryker Corp. COM 863667101 6,948 106,500 SH SOLE 106,500
Telefonica SA ADR 879382208 16,212 1,200,000 SH SOLE 1,200,000
REPORT SUMMARY: 27 477,292