Matthew 25 Management Corp as of March 31, 2023
Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 22 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 13.1 | $34M | 102k | 327.11 | |
| Tesla Motors (TSLA) | 11.7 | $30M | 145k | 207.46 | |
| FedEx Corporation (FDX) | 10.7 | $27M | 120k | 228.49 | |
| Polaris Industries (PII) | 5.9 | $15M | 136k | 110.63 | |
| Park Hotels & Resorts Inc-wi (PK) | 5.1 | $13M | 1.1M | 12.36 | |
| Apple (AAPL) | 4.9 | $13M | 77k | 164.90 | |
| Amazon (AMZN) | 4.9 | $13M | 121k | 103.29 | |
| Qualcomm (QCOM) | 4.8 | $12M | 98k | 127.58 | |
| KKR & Co Cla (KKR) | 4.8 | $12M | 235k | 52.52 | |
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 4.5 | $12M | 25.00 | 465600.00 | |
| JPMorgan Chase & Co. (JPM) | 4.3 | $11M | 85k | 130.31 | |
| Federal Agric Mtg Corp CLC (AGM) | 4.2 | $11M | 81k | 133.19 | |
| East West Ban (EWBC) | 3.7 | $9.4M | 170k | 55.50 | |
| Five Below (FIVE) | 3.6 | $9.2M | 45k | 205.97 | |
| Federal Agric Mtg Corp Cla (AGM.A) | 3.4 | $8.7M | 80k | 109.24 | |
| Interface (TILE) | 3.2 | $8.2M | 1.0M | 8.12 | |
| Penn National Gaming (PENN) | 2.6 | $6.6M | 223k | 29.66 | |
| Vornado Realty Trust Sh Ben Int (VNO) | 1.5 | $4.0M | 258k | 15.37 | |
| Mastercard Cla (MA) | 1.4 | $3.6M | 10k | 363.41 | |
| Brandywine Realty Trust Sh Ben Int (BDN) | 1.2 | $3.0M | 625k | 4.73 | |
| Under Armour, Inc. Class C CLC (UA) | 0.3 | $682k | 80k | 8.53 | |
| Under Armour, Inc. Class A Cla (UAA) | 0.3 | $664k | 70k | 9.49 |
