Q1 2025 · 13F-HR
Matthew 25 Management Corpholdings as filed
Filed 2025-05-14 · accession 0001351431-25-000003
$271.3M
Reported value
19
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | Nvidia Corp. | $47.5M | 17.5% | 438,500 | Common | SOLE |
| 023135106 | AMZN | Amazon | $27.6M | 10.2% | 145,000 | Common | SOLE |
| 58733R102 | MELI | Mercadolibre Inc | $27.3M | 10.1% | 14,000 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $13.7M | 5.03% | 61,500 | Common | SOLE |
| 084670108 | BRK/A | Berkshire Hathaway Inc. Class A | $13.6M | 5.00% | 17 | Common | SOLE |
| 46625H100 | JPM | JP Morgan Chase & Co | $13.5M | 4.97% | 55,000 | Common | SOLE |
| 700517105 | PK | Park Hotels & Resorts Inc. | $13.2M | 4.85% | 1,232,500 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group, Inc. | $13.1M | 4.83% | 24,000 | Common | SOLE |
| G3643J108 | FLUT | Flutter Entertainment PLC | $13.0M | 4.78% | 58,500 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $13.0M | 4.78% | 50,000 | Common | SOLE |
| 313148108 | AGM/A | Federal Agric Mtg Corp | $11.9M | 4.40% | 83,400 | Common | SOLE |
| 48251W104 | KKR | KKR & Co. LP | $11.6M | 4.26% | 100,000 | Common | SOLE |
| 458665304 | TILE | Interface, Inc. | $11.0M | 4.06% | 555,000 | Common | SOLE |
| 27579R104 | EWBC | East West Bancorp, Inc. | $11.0M | 4.05% | 122,500 | Common | SOLE |
| 31428X106 | FDX | FedEx Corporation | $11.0M | 4.04% | 45,000 | Common | SOLE |
| 313148306 | AGM | Federal Agric Mtg Corp | $10.3M | 3.80% | 55,000 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $3.3M | 1.22% | 20,000 | Common | SOLE |
| 57636Q104 | MA | Mastercard Inc. | $3.0M | 1.11% | 5,500 | Common | SOLE |
| 670100205 | NVO | Novo Nordisk A S | $2.9M | 1.06% | 41,500 | 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.