13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001351431-25-000003
Total Value
$273.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 438,500 | $47.5M | 17.51% |
| 2 | Amazon | AMZN | 145,000 | $27.6M | 10.17% |
| 3 | Mercadolibre Inc | MELI | 14,000 | $27.3M | 10.07% |
| 4 | Apple, Inc. | AAPL | 61,500 | $13.7M | 5.03% |
| 5 | Berkshire Hathaway Inc. Class A | BRK-A | 17 | $13.6M | 5.00% |
| 6 | JP Morgan Chase & Co | VYLD | 55,000 | $13.5M | 4.97% |
| 7 | Park Hotels & Resorts Inc. | PK | 1,232,500 | $13.2M | 4.85% |
| 8 | Goldman Sachs Group, Inc. | GSCE | 24,000 | $13.1M | 4.83% |
| 9 | Flutter Entertainment PLC | G3643J108 | 58,500 | $13.0M | 4.78% |
| 10 | Tesla, Inc. | TSLA | 50,000 | $13.0M | 4.78% |
| 11 | Federal Agric Mtg Corp | 313148108 | 83,400 | $11.9M | 4.40% |
| 12 | KKR & Co. LP | KKRT | 100,000 | $11.6M | 4.26% |
| 13 | Interface, Inc. | TILE | 555,000 | $11.0M | 4.06% |
| 14 | East West Bancorp, Inc. | EWBC | 122,500 | $11.0M | 4.05% |
| 15 | FedEx Corporation | FDX | 45,000 | $11.0M | 4.04% |
| 16 | Federal Agric Mtg Corp | 313148306 | 55,000 | $10.3M | 3.80% |
| 17 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 20,000 | $3.3M | 1.22% |
| 18 | Mastercard Inc. | MA | 5,500 | $3.0M | 1.11% |
| 19 | Novo Nordisk A S | NONOF | 41,500 | $2.9M | 1.06% |