13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0001351431-24-000007
Total Value
$297.8M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 400,000 | $48.6M | 16.31% |
| 2 | Amazon | AMZN | 135,000 | $25.2M | 8.45% |
| 3 | Mercadolibre Inc | MELI | 12,250 | $25.1M | 8.44% |
| 4 | FedEx Corporation | FDX | 90,000 | $24.6M | 8.27% |
| 5 | Tesla, Inc. | TSLA | 62,500 | $16.4M | 5.49% |
| 6 | Apple, Inc. | AAPL | 64,000 | $14.9M | 5.01% |
| 7 | KKR & Co. LP | KKRT | 112,500 | $14.7M | 4.93% |
| 8 | Goldman Sachs Group, Inc. | GSCE | 29,500 | $14.6M | 4.90% |
| 9 | Berkshire Hathaway Inc. Class A | BRK-A | 21 | $14.5M | 4.87% |
| 10 | Interface, Inc. | TILE | 765,000 | $14.5M | 4.87% |
| 11 | Park Hotels & Resorts Inc. | PK | 1,000,000 | $14.1M | 4.73% |
| 12 | JP Morgan Chase & Co | VYLD | 65,750 | $13.9M | 4.66% |
| 13 | East West Bancorp, Inc. | EWBC | 145,000 | $12.0M | 4.03% |
| 14 | Federal Agric Mtg Corp | 313148306 | 61,500 | $11.5M | 3.87% |
| 15 | Federal Agric Mtg Corp | 313148108 | 79,775 | $11.4M | 3.84% |
| 16 | MGM Resorts International | MGM | 280,000 | $10.9M | 3.68% |
| 17 | Vornado Realty Trust | 929042109 | 150,000 | $5.9M | 1.98% |
| 18 | Mastercard Inc. | MA | 10,000 | $4.9M | 1.66% |