Matthew 25 Management

Latest statistics and disclosures from Matthew 25 Management Corp's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, AMZN, MELI, FDX, TSLA, and represent 46.96% of Matthew 25 Management Corp's stock portfolio.
  • Added to shares of these 5 stocks: MELI (+$8.7M), AMZN, MGM, NVDA, PK.
  • Reduced shares in these 10 stocks: PII (-$8.0M), GS (-$5.7M), FDX, TSLA, VNO, KKR, TILE, DE, JPM, BRK.A.
  • Sold out of its positions in DE, PII.
  • Matthew 25 Management Corp was a net seller of stock by $-11M.
  • Matthew 25 Management Corp has $298M in assets under management (AUM), dropping by 3.31%.
  • Central Index Key (CIK): 0001351431

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Portfolio Holdings for Matthew 25 Management Corp

Matthew 25 Management Corp holds 18 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 16.3 $49M +6% 400k 121.44
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Amazon (AMZN) 8.4 $25M +14% 135k 186.33
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MercadoLibre (MELI) 8.4 $25M +53% 12k 2051.96
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FedEx Corporation (FDX) 8.3 $25M -13% 90k 273.68
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Tesla Motors (TSLA) 5.5 $16M -13% 63k 261.63
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Apple (AAPL) 5.0 $15M -3% 64k 233.00
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KKR & Co Cla (KKR) 4.9 $15M -11% 113k 130.58
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Goldman Sachs (GS) 4.9 $15M -28% 30k 495.11
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Berkshire Hathaway Inc. Class A Cla (BRK.A) 4.9 $15M -4% 21.00 691180.00
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Interface (TILE) 4.9 $15M -7% 765k 18.97
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Park Hotels & Resorts Inc-wi (PK) 4.7 $14M +2% 1.0M 14.10
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JPMorgan Chase & Co. (JPM) 4.7 $14M -6% 66k 210.86
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East West Ban (EWBC) 4.0 $12M 145k 82.74
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Federal Agric Mtg Corp CLC (AGM) 3.9 $12M -4% 62k 187.41
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Federal Agric Mtg Corp Cla (AGM.A) 3.8 $11M -2% 80k 143.26
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MGM Resorts International. (MGM) 3.7 $11M +40% 280k 39.09
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Vornado Realty Trust Sh Ben Int (VNO) 2.0 $5.9M -25% 150k 39.40
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Mastercard Cla (MA) 1.7 $4.9M 10k 493.80
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Past Filings by Matthew 25 Management Corp

SEC 13F filings are viewable for Matthew 25 Management Corp going back to 2012

View all past filings