$359 Million is the total value of Matthew 25 Management Corp's 19 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDN | Buy | Brandywine Realty Trustsh ben | $26,497,000 | +1.1% | 1,515,000 | +1.3% | 7.39% | +1.7% |
| BWP | Buy | Boardwalk Pipeline Partners, LPut ltd part | $24,696,000 | -8.6% | 1,680,000 | +12.0% | 6.89% | -8.1% |
| TOL | Buy | Toll Brothers | $18,247,000 | +7.4% | 440,000 | +2.3% | 5.09% | +8.0% |
| FB | Buy | Facebook, Inc.cla | $6,151,000 | +13.9% | 36,000 | +0.7% | 1.72% | +14.6% |
| RRC | Buy | Range Resources Corporation | $3,816,000 | +105.8% | 195,000 | +143.8% | 1.06% | +107.0% |
| AGMA | Buy | Federal Agric Mtg Corpcla | $2,182,000 | +119.1% | 30,000 | +92.3% | 0.61% | +120.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-09
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.