13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0001351431-23-000003
Total Value
$256.5M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Goldman Sachs Group, Inc. | GSCE | 102,350 | $33.5M | 13.05% |
| 2 | Tesla, Inc. | TSLA | 145,000 | $30.1M | 11.73% |
| 3 | FedEx Corporation | FDX | 120,000 | $27.4M | 10.69% |
| 4 | Polaris Industries, Inc. | PII | 136,000 | $15.0M | 5.87% |
| 5 | Park Hotels & Resorts Inc. | PK | 1,055,000 | $13.0M | 5.08% |
| 6 | Apple, Inc. | AAPL | 76,500 | $12.6M | 4.92% |
| 7 | Amazon | AMZN | 121,000 | $12.5M | 4.87% |
| 8 | Qualcomm Inc. | QCOM | 97,500 | $12.4M | 4.85% |
| 9 | KKR & Co. LP | KKRT | 235,000 | $12.3M | 4.81% |
| 10 | Berkshire Hathaway Inc. Class A | BRK-A | 25 | $11.6M | 4.54% |
| 11 | JP Morgan Chase & Co | VYLD | 85,000 | $11.1M | 4.32% |
| 12 | Federal Agric Mtg Corp | 313148306 | 81,000 | $10.8M | 4.21% |
| 13 | East West Bancorp, Inc. | EWBC | 170,000 | $9.4M | 3.68% |
| 14 | Five Below, Inc. | FIVE | 44,500 | $9.2M | 3.57% |
| 15 | Federal Agric Mtg Corp | 313148108 | 80,060 | $8.7M | 3.41% |
| 16 | Interface, Inc. | TILE | 1,010,000 | $8.2M | 3.20% |
| 17 | Penn National Gaming, Inc. | PENN | 222,500 | $6.6M | 2.57% |
| 18 | Vornado Realty Trust | 929042109 | 257,500 | $4.0M | 1.54% |
| 19 | Mastercard Inc. | MA | 10,000 | $3.6M | 1.42% |
| 20 | Brandywine Realty Trust | 105368203 | 625,000 | $3.0M | 1.15% |
| 21 | Under Armour, Inc. Class C | UA | 80,000 | $682,400 | 0.27% |
| 22 | Under Armour, Inc. Class A | UA | 70,000 | $664,300 | 0.26% |