S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Critical asset just had biggest fall on record (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Critical asset just had biggest fall on record (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Critical asset just had biggest fall on record (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
One year after buying a failed bank, New York Community Bancorp is struggling
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Friday, 3/1/2024
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Critical asset just had biggest fall on record (Ad)
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
A US appeals court ruling could allow mine development on Oak Flat, land sacred to Apaches

Matthew 25 Management Corp Top Holdings and 13F Report (2024)

About Matthew 25 Management Corp

Investment Activity

  • Matthew 25 Management Corp has $286.01 million in total holdings as of December 31, 2023.
  • Matthew 25 Management Corp owns shares of 22 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 5.48% of the portfolio was purchased this quarter.
  • About 9.34% of the portfolio was sold this quarter.
  • This quarter, Matthew 25 Management Corp has purchased 22 new stocks and bought additional shares in 3 stocks.
  • Matthew 25 Management Corp sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Tesla
$39,756,800
FedEx
$25,676,455
Amazon.com
$17,852,950

Largest New Holdings this Quarter

NVIDIA
$14,361,380 Holding

Largest Purchases this Quarter

NVIDIA
29,000 shares (about $14.36M)
Under Armour
85,000 shares (about $709.75K)
Deere & Company
1,250 shares (about $499.84K)
Five Below
500 shares (about $106.58K)

Largest Sales this Quarter

The Goldman Sachs Group
12,500 shares (about $4.82M)
KKR & Co. Inc.
43,500 shares (about $3.60M)
Tesla
11,500 shares (about $2.86M)
Federal Agricultural Mortgage
8,000 shares (about $1.53M)
FedEx
5,500 shares (about $1.39M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMatthew 25 Management Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Tesla, Inc. stock logo
TSLA
Tesla
$39,756,800$2,857,520 -6.7%160,00013.9%Auto/Tires/Trucks
FedEx Co. stock logo
FDX
FedEx
$25,676,455$1,391,335 -5.1%101,5009.0%Transportation
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$19,288,500$4,822,125 -20.0%50,0006.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,852,9500.0%117,5006.2%Retail/Wholesale
Park Hotels & Resorts Inc. stock logo
PK
Park Hotels & Resorts
$14,917,500$1,147,500 -7.1%975,0005.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$14,361,380$14,361,380 New Holding29,0005.0%Computer and Technology
Five Below, Inc. stock logo
FIVE
Five Below
$13,961,980$106,580 0.8%65,5004.9%Retail/Wholesale
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$13,670,250$3,603,975 -20.9%165,0004.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,608,000$850,500 -5.9%80,0004.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$13,023,0010.0%244.6%Finance
Apple Inc. stock logo
AAPL
Apple
$12,995,775$481,325 -3.6%67,5004.5%Computer and Technology
Interface, Inc. stock logo
TILE
Interface
$12,304,500$631,000 -4.9%975,0004.3%Consumer Discretionary
Federal Agricultural Mortgage Co. stock logo
AGM
Federal Agricultural Mortgage
$11,951,250$1,529,760 -11.3%62,5004.2%Finance
Federal Agricultural Mortgage Corp. stock logo
AGM.A
Federal Agricultural Mortgage
$11,234,080$491,943 -4.2%71,5003.9%Finance
PENN Entertainment, Inc. stock logo
PENN
PENN Entertainment
$11,188,600$910,700 -7.5%430,0003.9%Consumer Discretionary
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$10,792,500$359,750 -3.2%150,0003.8%Finance
Polaris Inc. stock logo
PII
Polaris
$9,713,9250.0%102,5003.4%Auto/Tires/Trucks
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$6,356,250$706,250 -10.0%225,0002.2%Finance
Deere & Company stock logo
DE
Deere & Company
$5,898,083$499,838 9.3%14,7502.1%Industrial Products
Mastercard Incorporated stock logo
MA
Mastercard
$4,265,1000.0%10,0001.5%Business Services
Under Armour, Inc. stock logo
UA
Under Armour
$2,296,250$709,750 44.7%275,0000.8%Consumer Discretionary
Under Armour, Inc. stock logo
UAA
Under Armour
$900,975$944,925 -51.2%102,5000.3%Consumer Discretionary
Microsoft Co. stock logo
MSFT
Microsoft
$0$5,999,250 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: