Matthew 25 Management Corp Top Holdings and 13F Report (2024) About Matthew 25 Management CorpInvestment ActivityMatthew 25 Management Corp has $297.79 million in total holdings as of September 30, 2024.Matthew 25 Management Corp owns shares of 18 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.21% of the portfolio was purchased this quarter.About 9.82% of the portfolio was sold this quarter.This quarter, Matthew 25 Management Corp has purchased 20 new stocks and bought additional shares in 5 stocks.Matthew 25 Management Corp sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $48,576,000Amazon.com $25,154,550MercadoLibre $25,136,510FedEx $24,631,200Tesla $16,351,875 Largest Purchases this Quarter MercadoLibre 4,250 shares (about $8.72M)Amazon.com 17,500 shares (about $3.26M)MGM Resorts International 80,000 shares (about $3.13M)NVIDIA 25,000 shares (about $3.04M)Park Hotels & Resorts 25,000 shares (about $352.50K) Largest Sales this Quarter The Goldman Sachs Group 11,500 shares (about $5.69M)FedEx 13,500 shares (about $3.69M)Tesla 10,000 shares (about $2.62M)Vornado Realty Trust 50,000 shares (about $1.97M)KKR & Co. Inc. 15,000 shares (about $1.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMatthew 25 Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$48,576,000$3,036,000 ▲6.7%400,00016.3%Computer and TechnologyAMZNAmazon.com$25,154,550$3,260,775 ▲14.9%135,0008.4%Retail/WholesaleMELIMercadoLibre$25,136,510$8,720,830 ▲53.1%12,2508.4%Retail/WholesaleFDXFedEx$24,631,200$3,694,680 ▼-13.0%90,0008.3%TransportationTSLATesla$16,351,875$2,616,300 ▼-13.8%62,5005.5%Auto/Tires/TrucksAAPLApple$14,912,000$582,500 ▼-3.8%64,0005.0%Computer and TechnologyKKRKKR & Co. Inc.$14,690,250$1,958,700 ▼-11.8%112,5004.9%FinanceGSThe Goldman Sachs Group$14,605,745$5,693,765 ▼-28.0%29,5004.9%FinanceBRK.ABerkshire Hathaway$14,514,780$691,180 ▼-4.5%214.9%FinanceTILEInterface$14,512,050$1,138,200 ▼-7.3%765,0004.9%Consumer DiscretionaryPKPark Hotels & Resorts$14,100,000$352,500 ▲2.6%1,000,0004.7%FinanceJPMJPMorgan Chase & Co.$13,864,045$896,155 ▼-6.1%65,7504.7%FinanceEWBCEast West Bancorp$11,997,3000.0%145,0004.0%FinanceAGMFederal Agricultural Mortgage$11,525,715$562,230 ▼-4.7%61,5003.9%FinanceAGM.AFederal Agricultural Mortgage$11,428,567$295,975 ▼-2.5%79,7753.8%FinanceMGMMGM Resorts International$10,945,200$3,127,200 ▲40.0%280,0003.7%Consumer DiscretionaryVNOVornado Realty Trust$5,910,000$1,970,000 ▼-25.0%150,0002.0%FinanceMAMastercard$4,938,0000.0%10,0001.7%Business ServicesPIIPolaris$0$8,026,775 ▼-100.0%00.0%Auto/Tires/TrucksDEDeere & Company$0$1,120,890 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
