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