13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001351431-23-000005
Total Value
$262.7M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Tesla, Inc. | TSLA | 171,500 | $42.9M | 16.34% |
| 2 | FedEx Corporation | FDX | 107,000 | $28.3M | 10.79% |
| 3 | Goldman Sachs Group, Inc. | GSCE | 62,500 | $20.2M | 7.70% |
| 4 | Amazon | AMZN | 117,500 | $14.9M | 5.69% |
| 5 | Park Hotels & Resorts Inc. | PK | 1,050,000 | $12.9M | 4.92% |
| 6 | KKR & Co. LP | KKRT | 208,500 | $12.8M | 4.89% |
| 7 | Berkshire Hathaway Inc. Class A | BRK-A | 24 | $12.8M | 4.86% |
| 8 | JP Morgan Chase & Co | VYLD | 85,000 | $12.3M | 4.69% |
| 9 | Apple, Inc. | AAPL | 70,000 | $12.0M | 4.56% |
| 10 | Federal Agric Mtg Corp | 313148306 | 70,500 | $10.9M | 4.14% |
| 11 | Polaris Industries, Inc. | PII | 102,500 | $10.7M | 4.06% |
| 12 | Penn National Gaming, Inc. | PENN | 465,000 | $10.7M | 4.06% |
| 13 | Five Below, Inc. | FIVE | 65,000 | $10.5M | 3.98% |
| 14 | Interface, Inc. | TILE | 1,025,000 | $10.1M | 3.83% |
| 15 | Federal Agric Mtg Corp | 313148108 | 74,631 | $9.1M | 3.48% |
| 16 | East West Bancorp, Inc. | EWBC | 155,000 | $8.2M | 3.11% |
| 17 | Microsoft Corp | MSFT | 19,000 | $6.0M | 2.28% |
| 18 | Vornado Realty Trust | 929042109 | 250,000 | $5.7M | 2.16% |
| 19 | Deere & Co | DE | 13,500 | $5.1M | 1.94% |
| 20 | Mastercard Inc. | MA | 10,000 | $4.0M | 1.51% |
| 21 | Under Armour, Inc. Class A | UA | 210,000 | $1.4M | 0.55% |
| 22 | Under Armour, Inc. Class C | UA | 190,000 | $1.2M | 0.46% |