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, TSLA, MELI, JPM, and represent 47.03% of Matthew 25 Management Corp's stock portfolio.
  • Added to shares of these 5 stocks: FLUT (+$8.9M), NVDA, MELI, PK, AMZN.
  • Started 1 new stock position in FLUT.
  • Reduced shares in these 10 stocks: FDX (-$10M), TILE, EWBC, TSLA, MA, MGM, KKR, VNO, GS, AAPL.
  • Matthew 25 Management Corp was a net seller of stock by $-11M.
  • Matthew 25 Management Corp has $316M in assets under management (AUM), dropping by 5.94%.
  • Central Index Key (CIK): 0001351431

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Portfolio Holdings for Matthew 25 Management Corp

Matthew 25 Management Corp holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 17.9 $56M +5% 420k 134.29
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Amazon (AMZN) 9.7 $31M +3% 140k 219.39
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Tesla Motors (TSLA) 7.4 $23M -8% 58k 403.84
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MercadoLibre (MELI) 7.1 $22M +6% 13k 1700.44
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JPMorgan Chase & Co. (JPM) 5.0 $16M 66k 239.71
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Goldman Sachs (GS) 5.0 $16M -6% 28k 572.62
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Apple (AAPL) 5.0 $16M -2% 63k 250.42
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Park Hotels & Resorts Inc-wi (PK) 4.9 $16M +10% 1.1M 14.07
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KKR & Co Cla (KKR) 4.8 $15M -8% 103k 147.91
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FedEx Corporation (FDX) 4.8 $15M -40% 54k 281.33
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Interface (TILE) 4.7 $15M -20% 609k 24.35
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Berkshire Hathaway Inc. Class A Cla (BRK.A) 4.5 $14M 21.00 680920.00
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Federal Agric Mtg Corp CLC (AGM) 3.7 $12M -2% 60k 196.95
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Federal Agric Mtg Corp Cla (AGM.A) 3.7 $12M 80k 148.00
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East West Ban (EWBC) 3.7 $12M -15% 123k 95.76
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Flutter Entertainment SHS (FLUT) 2.8 $8.9M NEW 34k 258.45
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MGM Resorts International. (MGM) 2.6 $8.1M -16% 235k 34.65
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Vornado Realty Trust Sh Ben Int (VNO) 1.6 $5.1M -18% 123k 42.04
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Mastercard Cla (MA) 1.1 $3.4M -35% 6.5k 526.57
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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