13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q4 2024 · Filed February 4, 2025 · Accession 0001351431-25-000001
Total Value
$315.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 420,000 | $56.4M | 17.88% |
| 2 | Amazon | AMZN | 140,000 | $30.7M | 9.74% |
| 3 | Tesla, Inc. | TSLA | 57,500 | $23.2M | 7.36% |
| 4 | Mercadolibre Inc | MELI | 13,100 | $22.3M | 7.06% |
| 5 | JP Morgan Chase & Co | VYLD | 65,750 | $15.8M | 5.00% |
| 6 | Goldman Sachs Group, Inc. | GSCE | 27,500 | $15.7M | 4.99% |
| 7 | Apple, Inc. | AAPL | 62,500 | $15.7M | 4.96% |
| 8 | Park Hotels & Resorts Inc. | PK | 1,100,000 | $15.5M | 4.91% |
| 9 | KKR & Co. LP | KKRT | 102,500 | $15.2M | 4.81% |
| 10 | FedEx Corporation | FDX | 53,500 | $15.1M | 4.77% |
| 11 | Interface, Inc. | TILE | 609,000 | $14.8M | 4.70% |
| 12 | Berkshire Hathaway Inc. Class A | BRK-A | 21 | $14.3M | 4.53% |
| 13 | Federal Agric Mtg Corp | 313148306 | 60,000 | $11.8M | 3.75% |
| 14 | Federal Agric Mtg Corp | 313148108 | 79,484 | $11.8M | 3.73% |
| 15 | East West Bancorp, Inc. | EWBC | 122,500 | $11.7M | 3.72% |
| 16 | Flutter Entertainment PLC | G3643J108 | 34,250 | $8.9M | 2.81% |
| 17 | MGM Resorts International | MGM | 235,000 | $8.1M | 2.58% |
| 18 | Vornado Realty Trust | 929042109 | 122,500 | $5.1M | 1.63% |
| 19 | Mastercard Inc. | MA | 6,500 | $3.4M | 1.08% |