0001351431-13-000001.txt : 20130213
0001351431-13-000001.hdr.sgml : 20130213
20130212201841
ACCESSION NUMBER: 0001351431-13-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20121231
FILED AS OF DATE: 20130213
DATE AS OF CHANGE: 20130212
EFFECTIVENESS DATE: 20130213
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: 13599224
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: 12/31/12
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
February 12, 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: 22
-----------
Form 13F Information Table Value Total: $ 285,613
-----------
(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 12/31/12
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 47,896 90,000 SH SOLE 90,000
Berkshire Hathawayc. CLA 084670108 15,283 114 SH SOLE 114
Biglari Holdings, Inc . COM 08986R101 3,608 9,250 SH SOLE 9,250
Brandywine Realty Trust COM 105368203 18,534 1,520,400 SH SOLE 1,520,400
Cabelas, Inc. COM 126804301 19,101 457,500 SH SOLE 457,500
Caterpillar, Inc. COM 149123101 21,506 240,000 SH SOLE 240,000
East West Bancorp Inc COM 27579R104 6,769 315,000 SH SOLE 315,000
Express Scripts Holdings COM 30219G108 9,855 182,500 SH SOLE 182,500
FedEx Corp. COM 31428X106 15,088 164,500 SH SOLE 164,500
Goldman Sachs Group COM 38141G104 15,435 121,000 SH SOLE 121,000
Google, Inc. CLA 38259P508 15,315 21,650 SH SOLE 21,650
Smuckers J M COM 832696405 4,217 48,900 SH SOLE 48,900
JP Morgan Chase & Co COM 46625H100 14,818 337,000 SH SOLE 337,000
JP Morgan Chase & Co W EXP 46634E114 652 55,000 SH SOLE 55,000
Kansas City Southern COM 485170302 8,807 105,500 SH SOLE 105,500
Kinder Morgan, Inc. COM 49456B101 3,356 95,000 SH SOLE 95,000
Kinder Morgan, Inc. W EXP 49456B119 496 131,200 SH SOLE 131,200
KKR & Co. L.P. COM 48248M102 15,877 1,042,500 SH SOLE 1,042,500
Mastercard, Inc. CLA 57636Q104 17,932 36,500 SH SOLE 36,500
Polaris Industries, Inc. COM 731068102 11,781 140,000 SH SOLE 140,000
Scripps Network Inter. COM 811065101 15,450 266,750 SH SOLE 266,750
Stryker Corp. COM 863667101 3,837 70,000 SH SOLE 70,000
REPORT SUMMARY: 22 285,613