Matthew 25 Management Corp Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Matthew 25 Management CorpInvestment ActivityMatthew 25 Management Corp has $293.92 million in total holdings as of March 31, 2024.Matthew 25 Management Corp owns shares of 22 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.40% of the portfolio was purchased this quarter.About 5.85% of the portfolio was sold this quarter.This quarter, Matthew 25 Management Corp has purchased 22 new stocks and bought additional shares in 4 stocks.Matthew 25 Management Corp sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $29,817,480FedEx $29,408,610Tesla $23,467,965Amazon.com $21,194,650The Goldman Sachs Group $19,840,275 Largest Purchases this Quarter NVIDIA 4,000 shares (about $3.61M)Five Below 10,250 shares (about $1.86M)Under Armour 117,500 shares (about $867.15K)Deere & Company 1,750 shares (about $718.80K) Largest Sales this Quarter Tesla 26,500 shares (about $4.66M)PENN Entertainment 140,000 shares (about $2.55M)Park Hotels & Resorts 137,500 shares (about $2.40M)KKR & Co. Inc. 20,500 shares (about $2.06M)Interface 113,900 shares (about $1.92M) 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$29,817,480$3,614,240 ▲13.8%33,00010.1%Computer and TechnologyFDXFedEx$29,408,6100.0%101,50010.0%TransportationTSLATesla$23,467,965$4,658,435 ▼-16.6%133,5008.0%Auto/Tires/TrucksAMZNAmazon.com$21,194,6500.0%117,5007.2%Retail/WholesaleGSThe Goldman Sachs Group$19,840,275$1,044,225 ▼-5.0%47,5006.8%FinanceJPMJPMorgan Chase & Co.$14,722,050$1,301,950 ▼-8.1%73,5005.0%FinancePKPark Hotels & Resorts$14,647,875$2,404,875 ▼-14.1%837,5005.0%FinanceKKRKKR & Co. Inc.$14,533,810$2,061,890 ▼-12.4%144,5004.9%FinanceTILEInterface$14,483,702$1,915,798 ▼-11.7%861,1004.9%Consumer DiscretionaryBRK.ABerkshire Hathaway$13,957,680$1,268,880 ▼-8.3%224.7%FinanceFIVEFive Below$13,739,535$1,859,145 ▲15.6%75,7504.7%Retail/WholesaleAGMFederal Agricultural Mortgage$12,305,0000.0%62,5004.2%FinanceEWBCEast West Bancorp$11,866,5000.0%150,0004.0%FinanceAAPLApple$11,574,9000.0%67,5003.9%Computer and TechnologyAGM.AFederal Agricultural Mortgage$11,161,8650.0%71,5003.8%FinancePIIPolaris$10,262,3000.0%102,5003.5%Auto/Tires/TrucksDEDeere & Company$6,777,210$718,795 ▲11.9%16,5002.3%Industrial ProductsVNOVornado Realty Trust$6,473,2500.0%225,0002.2%FinancePENNPENN Entertainment$5,280,900$2,549,400 ▼-32.6%290,0001.8%Consumer DiscretionaryMAMastercard$4,815,7000.0%10,0001.6%Business ServicesUAUnder Armour$1,963,5000.0%275,0000.7%Consumer DiscretionaryUAAUnder Armour$1,623,600$867,150 ▲114.6%220,0000.6%Consumer DiscretionaryShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. 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