Matthew 25 Management Corp Buys Customers Bancorp Inc, Sells KKR Inc, Mastercard Inc

- By insider

Jenkintown, PA, based Investment company Matthew 25 Management Corp buys Customers Bancorp Inc, sells KKR Inc, Mastercard Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Matthew 25 Management Corp. As of 2019Q1, Matthew 25 Management Corp owns 18 stocks with a total value of $268 million. These are the details of the buys and sells.

• Added Positions: CUBI, FB, AGM.A, BHF, TOL, CMI, RRC,

• Reduced Positions: KKR, JPM, BRK.A, AAPL, MA, BDN, PII, AGM,

• Warning! GuruFocus has detected 2 Warning Sign with CUBI. Click here to check it out.

• CUBI 15-Year Financial Data

• The intrinsic value of CUBI

• Peter Lynch Chart of CUBI

For the details of Matthew 25 Management Corp's stock buys and sells,
go to https://www.gurufocus.com/guru/matthew+25+management+corp/current-portfolio/portfolio

These are the top 5 holdings of Matthew 25 Management Corp

1. Goldman Sachs Group Inc (GS) - 176,500 shares, 12.64% of the total portfolio.

2. FedEx Corp (FDX) - 136,000 shares, 9.21% of the total portfolio.

3. Apple Inc (AAPL) - 120,000 shares, 8.51% of the total portfolio. Shares reduced by 11.11%

4. Brandywine Realty Trust (BDN) - 1,400,000 shares, 8.29% of the total portfolio. Shares reduced by 2.45%

5. KKR & Co Inc (KKR) - 925,000 shares, 8.11% of the total portfolio. Shares reduced by 21.61%

Added: Customers Bancorp Inc (CUBI)

Matthew 25 Management Corp added to a holding in Customers Bancorp Inc by 55.38%. The purchase prices were between $17.65 and $22.12, with an estimated average price of $19.96. The stock is now traded at around $21.24. The impact to a portfolio due to this purchase was 0.98%. The holding were 404,000 shares as of .

Here is the complete portfolio of Matthew 25 Management Corp. Also check out:

1. Matthew 25 Management Corp's Undervalued Stocks

2. Matthew 25 Management Corp's Top Growth Companies, and

3. Matthew 25 Management Corp's High Yield stocks

4. Stocks that Matthew 25 Management Corp keeps buyingThis article first appeared on GuruFocus.

• Warning! GuruFocus has detected 2 Warning Sign with CUBI. Click here to check it out.

• CUBI 15-Year Financial Data

• The intrinsic value of CUBI

• Peter Lynch Chart of CUBI