Matthew 25 Management Corp as of Sept. 30, 2023
Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 16.3 | $43M | 172k | 250.22 | |
| FedEx Corporation (FDX) | 10.8 | $28M | 107k | 264.92 | |
| Goldman Sachs (GS) | 7.7 | $20M | 63k | 323.57 | |
| Amazon (AMZN) | 5.7 | $15M | 118k | 127.12 | |
| Park Hotels & Resorts Inc-wi (PK) | 4.9 | $13M | 1.1M | 12.32 | |
| KKR & Co Cla (KKR) | 4.9 | $13M | 209k | 61.60 | |
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 4.9 | $13M | 24.00 | 531477.00 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $12M | 85k | 145.02 | |
| Apple (AAPL) | 4.6 | $12M | 70k | 171.21 | |
| Federal Agric Mtg Corp CLC (AGM) | 4.1 | $11M | 71k | 154.30 | |
| Polaris Industries (PII) | 4.1 | $11M | 103k | 104.14 | |
| Penn National Gaming (PENN) | 4.1 | $11M | 465k | 22.95 | |
| Five Below (FIVE) | 4.0 | $11M | 65k | 160.90 | |
| Interface (TILE) | 3.8 | $10M | 1.0M | 9.81 | |
| Federal Agric Mtg Corp Cla (AGM.A) | 3.5 | $9.1M | 75k | 122.48 | |
| East West Ban (EWBC) | 3.1 | $8.2M | 155k | 52.71 | |
| Microsoft Corporation (MSFT) | 2.3 | $6.0M | 19k | 315.75 | |
| Vornado Realty Trust Sh Ben Int (VNO) | 2.2 | $5.7M | 250k | 22.68 | |
| Deere & Company (DE) | 1.9 | $5.1M | 14k | 377.38 | |
| Mastercard Cla (MA) | 1.5 | $4.0M | 10k | 395.91 | |
| Under Armour, Inc. Class A Cla (UAA) | 0.5 | $1.4M | 210k | 6.85 | |
| Under Armour, Inc. Class C CLC (UA) | 0.5 | $1.2M | 190k | 6.38 |
