$880 Million is the total value of Matthew 25 Management Corp's 31 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | New | Google, Inc.clc | $20,595,024,000 | – | 35,800 | +100.0% | 2.34% | – |
| RYL | New | Ryland Group Inc. | $5,916,000,000 | – | 150,000 | +100.0% | 0.67% | – |
| DHI | New | DR Horton Inc. | $5,530,500,000 | – | 225,000 | +100.0% | 0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Goldman Sachs Group, Inc. | 42 | Q3 2023 | 17.6% |
| Apple, Inc. | 42 | Q3 2023 | 15.6% |
| FedEx Corporation | 42 | Q3 2023 | 11.7% |
| Polaris Industries, Inc. | 42 | Q3 2023 | 8.4% |
| JP Morgan Chase & Co | 42 | Q3 2023 | 8.6% |
| Berkshire Hathaway Inc. Class A | 42 | Q3 2023 | 7.4% |
| Mastercard, Inc. | 42 | Q3 2023 | 5.7% |
| Brandywine Realty Trust | 40 | Q1 2023 | 8.3% |
| Kansas City Southern | 34 | Q3 2021 | 9.0% |
| Federal Agric Mtg Corp | 31 | Q3 2023 | 3.5% |
View Matthew 25 Management Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| FEDERAL AGRICULTURAL MORTGAGE CORP | February 12, 2008 | 351,300 | 4.0% |
View Matthew 25 Management Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2024-02-12 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-09 |
| SC 13G | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-16 |
View Matthew 25 Management Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.