Q4 2024 · 13F-HR
Matthew 25 Management Corpholdings as filed
Filed 2025-02-04 · accession 0001351431-25-000001
$315.5M
Reported value
19
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | Nvidia Corp. | $56.4M | 17.9% | 420,000 | Common | SOLE |
| 023135106 | AMZN | Amazon | $30.7M | 9.74% | 140,000 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $23.2M | 7.36% | 57,500 | Common | SOLE |
| 58733R102 | MELI | Mercadolibre Inc | $22.3M | 7.06% | 13,100 | Common | SOLE |
| 46625H100 | JPM | JP Morgan Chase & Co | $15.8M | 5.00% | 65,750 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group, Inc. | $15.7M | 4.99% | 27,500 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $15.7M | 4.96% | 62,500 | Common | SOLE |
| 700517105 | PK | Park Hotels & Resorts Inc. | $15.5M | 4.91% | 1,100,000 | Common | SOLE |
| 48251W104 | KKR | KKR & Co. LP | $15.2M | 4.81% | 102,500 | Common | SOLE |
| 31428X106 | FDX | FedEx Corporation | $15.1M | 4.77% | 53,500 | Common | SOLE |
| 458665304 | TILE | Interface, Inc. | $14.8M | 4.70% | 609,000 | Common | SOLE |
| 084670108 | BRK/A | Berkshire Hathaway Inc. Class A | $14.3M | 4.53% | 21 | Common | SOLE |
| 313148306 | AGM | Federal Agric Mtg Corp | $11.8M | 3.75% | 60,000 | Common | SOLE |
| 313148108 | AGM/A | Federal Agric Mtg Corp | $11.8M | 3.73% | 79,484 | Common | SOLE |
| 27579R104 | EWBC | East West Bancorp, Inc. | $11.7M | 3.72% | 122,500 | Common | SOLE |
| G3643J108 | FLUT | Flutter Entertainment PLC | $8.9M | 2.81% | 34,250 | Common | SOLE |
| 552953101 | MGM | MGM Resorts International | $8.1M | 2.58% | 235,000 | Common | SOLE |
| 929042109 | VNO | Vornado Realty Trust | $5.1M | 1.63% | 122,500 | Common | SOLE |
| 57636Q104 | MA | Mastercard Inc. | $3.4M | 1.08% | 6,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.