Matthew 25 Management

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

  • Top 5 stock holdings are GS, FDX, FB, PII, KSU, and represent 47.96% of Matthew 25 Management Corp's stock portfolio.
  • Added to shares of these 7 stocks: QCOM (+$14M), PFE, TILE, MSGE, FDX, AMZN, FNMA.
  • Started 1 new stock positions in PFE.
  • Reduced shares in these 10 stocks: JPM (-$7.6M), KSU (-$6.6M), KKR (-$6.1M), AGM, AAPL, PII, GS, BDN, BRK.A, FB.
  • Matthew 25 Management Corp was a net seller of stock by $-11M.
  • Matthew 25 Management Corp has $334M in assets under management (AUM), dropping by 12.92%.
  • Central Index Key (CIK): 0001351431

Tip: Access up to 7 years of quarterly data

Positions held by Matthew 25 Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Matthew 25 Management Corp

Companies in the Matthew 25 Management Corp portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs (GS) 15.7 $52M 160k 327.00
FedEx Corporation (FDX) 10.6 $36M +2% 125k 284.04
Facebook Cla (FB) 8.4 $28M -2% 95k 294.53
Polaris Industries (PII) 7.4 $25M -11% 185k 133.50
Kansas City Southern (KSU) 5.9 $20M -25% 75k 263.92
Brandywine Realty Trust Sh Ben (BDN) 5.9 $20M -3% 1.5M 12.91
Apple (AAPL) 5.8 $20M -16% 160k 122.15
KKR & Co Cla (KKR) 5.3 $18M -25% 360k 48.85
JPMorgan Chase & Co. (JPM) 5.0 $17M -31% 110k 152.23
Berkshire Hathaway Inc. Class A Cla (BRK.A) 4.6 $15M -4% 40.00 385700.00
Qualcomm (QCOM) 4.6 $15M +1050% 115k 132.59
Federal Agric Mtg Corp CLC (AGM) 4.0 $14M -23% 134k 100.72
East West Ban (EWBC) 3.8 $13M 171k 73.80
Interface (TILE) 3.2 $11M +29% 851k 12.48

Setup an alert

Matthew 25 Management will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Amazon (AMZN) 2.9 $9.7M +6% 3.2k 3093.97
Federal Agric Mtg Corp Cla (AGM.A) 2.2 $7.5M -2% 84k 89.99
Pfizer (PFE) 1.4 $4.7M NEW 130k 36.23
Mastercard Cla (MA) 1.3 $4.3M 12k 356.08
Madison Square Garden Entertainment Corp. Cla (MSGE) 1.1 $3.7M +71% 46k 81.80
Federal National Mortgage Association (FNMA) 0.9 $3.1M +18% 1.5M 2.07

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