13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q2 2024 · Filed August 6, 2024 · Accession 0001351431-24-000004
Total Value
$288.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 375,000 | $46.3M | 16.07% |
| 2 | FedEx Corporation | FDX | 103,500 | $31.0M | 10.77% |
| 3 | Amazon | AMZN | 117,500 | $22.7M | 7.88% |
| 4 | Goldman Sachs Group, Inc. | GSCE | 41,000 | $18.5M | 6.43% |
| 5 | Park Hotels & Resorts Inc. | PK | 975,000 | $14.6M | 5.07% |
| 6 | Tesla, Inc. | TSLA | 72,500 | $14.3M | 4.98% |
| 7 | JP Morgan Chase & Co | VYLD | 70,000 | $14.2M | 4.91% |
| 8 | Apple, Inc. | AAPL | 66,500 | $14.0M | 4.86% |
| 9 | Berkshire Hathaway Inc. Class A | BRK-A | 22 | $13.5M | 4.67% |
| 10 | KKR & Co. LP | KKRT | 127,500 | $13.4M | 4.66% |
| 11 | Mercadolibre Inc | MELI | 8,000 | $13.1M | 4.56% |
| 12 | Interface, Inc. | TILE | 825,000 | $12.1M | 4.20% |
| 13 | Federal Agric Mtg Corp | 313148306 | 64,500 | $11.7M | 4.05% |
| 14 | East West Bancorp, Inc. | EWBC | 145,000 | $10.6M | 3.68% |
| 15 | Federal Agric Mtg Corp | 313148108 | 81,841 | $10.4M | 3.60% |
| 16 | MGM Resorts International | MGM | 200,000 | $8.9M | 3.08% |
| 17 | Polaris Industries, Inc. | PII | 102,500 | $8.0M | 2.78% |
| 18 | Vornado Realty Trust | 929042109 | 200,000 | $5.3M | 1.82% |
| 19 | Mastercard Inc. | MA | 10,000 | $4.4M | 1.53% |
| 20 | Deere & Co | DE | 3,000 | $1.1M | 0.39% |