13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001351431-24-000003
Total Value
$293.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 33,000 | $29.8M | 10.14% |
| 2 | FedEx Corporation | FDX | 101,500 | $29.4M | 10.01% |
| 3 | Tesla, Inc. | TSLA | 133,500 | $23.5M | 7.98% |
| 4 | Amazon | AMZN | 117,500 | $21.2M | 7.21% |
| 5 | Goldman Sachs Group, Inc. | GSCE | 47,500 | $19.8M | 6.75% |
| 6 | JP Morgan Chase & Co | VYLD | 73,500 | $14.7M | 5.01% |
| 7 | Park Hotels & Resorts Inc. | PK | 837,500 | $14.6M | 4.98% |
| 8 | KKR & Co. LP | KKRT | 144,500 | $14.5M | 4.94% |
| 9 | Interface, Inc. | TILE | 861,100 | $14.5M | 4.93% |
| 10 | Berkshire Hathaway Inc. Class A | BRK-A | 22 | $14.0M | 4.75% |
| 11 | Five Below, Inc. | FIVE | 75,750 | $13.7M | 4.67% |
| 12 | Federal Agric Mtg Corp | 313148306 | 62,500 | $12.3M | 4.19% |
| 13 | East West Bancorp, Inc. | EWBC | 150,000 | $11.9M | 4.04% |
| 14 | Apple, Inc. | AAPL | 67,500 | $11.6M | 3.94% |
| 15 | Federal Agric Mtg Corp | 313148108 | 71,500 | $11.2M | 3.80% |
| 16 | Polaris Industries, Inc. | PII | 102,500 | $10.3M | 3.49% |
| 17 | Deere & Co | DE | 16,500 | $6.8M | 2.31% |
| 18 | Vornado Realty Trust | 929042109 | 225,000 | $6.5M | 2.20% |
| 19 | Penn National Gaming, Inc. | PENN | 290,000 | $5.3M | 1.80% |
| 20 | Mastercard Inc. | MA | 10,000 | $4.8M | 1.64% |
| 21 | Under Armour, Inc. Class C | UA | 275,000 | $2.0M | 0.67% |
| 22 | Under Armour, Inc. Class A | UA | 220,000 | $1.6M | 0.55% |