- New Purchases: BHF,
- Added Positions: RRC, TOL, FB, AGM, AGM.A, KSU, DISCK,
- Reduced Positions: BWP, FDX, AAPL, BDN, MA, BRK.A, JPM,
For the details of Matthew 25 Management Corp's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Matthew+25+Management+Corp
These are the top 5 holdings of Matthew 25 Management Corp- Goldman Sachs Group Inc (GS) - 177,500 shares, 13.27% of the total portfolio. Shares reduced by 0.84%
- FedEx Corp (FDX) - 136,000 shares, 10.47% of the total portfolio. Shares reduced by 9.33%
- Apple Inc (AAPL) - 150,000 shares, 9.41% of the total portfolio. Shares reduced by 10.45%
- Polaris Industries Inc (PII) - 225,000 shares, 9.32% of the total portfolio.
- Brandywine Realty Trust (BDN) - 1,475,000 shares, 8.44% of the total portfolio. Shares reduced by 10.14%
Matthew 25 Management Corp initiated holding in Brighthouse Financial Inc. The purchase prices were between $40.07 and $51.96, with an estimated average price of $48.12. The stock is now traded at around $42.20. The impact to a portfolio due to this purchase was 0.54%. The holding were 40,000 shares as of 2018-06-30.
Added: Range Resources Corp (RRC)Matthew 25 Management Corp added to a holding in Range Resources Corp by 34.94%. The purchase prices were between $13.42 and $17.04, with an estimated average price of $15.12. The stock is now traded at around $16.07. The impact to a portfolio due to this purchase was 0.82%. The holding were 560,000 shares as of 2018-06-30.
Added: Facebook Inc (FB)Matthew 25 Management Corp added to a holding in Facebook Inc by 20.41%. The purchase prices were between $155.1 and $202, with an estimated average price of $180.53. The stock is now traded at around $210.91. The impact to a portfolio due to this purchase was 0.66%. The holding were 59,000 shares as of 2018-06-30.
Here is the complete portfolio of Matthew 25 Management Corp. Also check out:
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