0001351431-15-000001.txt : 20150213 0001351431-15-000001.hdr.sgml : 20150213 20150213073724 ACCESSION NUMBER: 0001351431-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15609025 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 12-31-2014 12-31-2014 Matthew 25 Management Corp

P.O. BOX 2479 JENKINTOWN PA 19046

13F HOLDINGS REPORT 028-11589 N Lesley Buck 215-884-4458 Lesley Buck Philadelphia PA 02-13-2015 0 31 867279 false INFORMATION TABLE 2 infotable.xml FORM 13F-HR Apple, Inc. COM 037833100 129972 1177500 SH SOLE 1177500 0 0 BBCN Bancorp, Inc. COM 073295107 4889 340000 SH SOLE 340000 0 0 Baker Hughes Incorporated COM 057224107 11214 200000 SH SOLE 200000 0 0 Berkshire Hathaway Inc. Class A CLA 084670108 44070 195 SH SOLE 195 0 0 Biglari Holdings Inc. COM 08986R101 9337 23370 SH SOLE 23370 0 0 Boardwalk Pipeline Partners, LP UT LTD PART 096627104 15993 900000 SH SOLE 900000 0 0 Brandywine Realty Trust SH BEN 105368203 47700 2985000 SH SOLE 2985000 0 0 Cabela's Inc. COM 126804301 58508 1110000 SH SOLE 1110000 0 0 Caterpillar, Inc. COM 149123101 35742 390500 SH SOLE 390500 0 0 DR Horton Inc. COM 23331A109 16944 670000 SH SOLE 670000 0 0 East West Bancorp, Inc. COM 27579R104 26129 675000 SH SOLE 675000 0 0 FedEx Corporation COM 31428X106 46020 265000 SH SOLE 265000 0 0 Goldman Sachs Group, Inc. COM 38141G104 53303 275000 SH SOLE 275000 0 0 Google, Inc. CLA 38259P508 16450 31000 SH SOLE 31000 0 0 Google, Inc. CLC 38259P706 20530 39000 SH SOLE 39000 0 0 Halliburton Co. COM 406216101 11897 302500 SH SOLE 302500 0 0 JP Morgan Chase & Co. W EXP 46634E114 3224 155000 SH SOLE 155000 0 0 JP Morgan Chase & Co COM 46625H100 44275 707500 SH SOLE 707500 0 0 K12, Inc. COM 48273U102 5787 487500 SH SOLE 487500 0 0 KKR & Co. LP COM 48248M102 44679 1925000 SH SOLE 1925000 0 0 Kansas City Southern COM 485170302 23613 193500 SH SOLE 193500 0 0 Kelly Services, Inc. CLA 488152208 14666 861700 SH SOLE 861700 0 0 Kelly Services, Inc. CLB 488152307 204 12000 SH SOLE 12000 0 0 Kinder Morgan Inc. Warrant W EXP 49456B119 703 165000 SH SOLE 165000 0 0 Kinder Morgan, Inc. COM 49456B101 19568 462500 SH SOLE 462500 0 0 Mastercard Inc. CLA 57636Q104 44372 515000 SH SOLE 515000 0 0 Polaris Industries, Inc. COM 731068102 43860 290000 SH SOLE 290000 0 0 Range Resources Corporation COM 75281A109 641 12000 SH SOLE 12000 0 0 Ryland Group Inc. COM 783764103 19164 497000 SH SOLE 497000 0 0 Scripps Networks Interactive, Inc COM 811065101 42904 570000 SH SOLE 570000 0 0 The Fresh Market, Inc. COM 35804H106 10918 265000 SH SOLE 265000 0 0