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