Matthew 25 Management Corp Top Holdings and 13F Report (2024) → The Best AI Stock to Own in the World Today is Trading for Just $25 (From Banyan Hill Publishing) (Ad) About Matthew 25 Management CorpInvestment ActivityMatthew 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 $39,756,800FedEx $25,676,455The Goldman Sachs Group $19,288,500Amazon.com $17,852,950Park Hotels & Resorts $14,917,500 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 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 PortfolioSectorTSLATesla$39,756,800$2,857,520 ▼-6.7%160,00013.9%Auto/Tires/TrucksFDXFedEx$25,676,455$1,391,335 ▼-5.1%101,5009.0%TransportationGSThe Goldman Sachs Group$19,288,500$4,822,125 ▼-20.0%50,0006.7%FinanceAMZNAmazon.com$17,852,9500.0%117,5006.2%Retail/WholesalePKPark Hotels & Resorts$14,917,500$1,147,500 ▼-7.1%975,0005.2%FinanceNVDANVIDIA$14,361,380$14,361,380 ▲New Holding29,0005.0%Computer and TechnologyFIVEFive Below$13,961,980$106,580 ▲0.8%65,5004.9%Retail/WholesaleKKRKKR & Co. Inc.$13,670,250$3,603,975 ▼-20.9%165,0004.8%FinanceJPMJPMorgan Chase & Co.$13,608,000$850,500 ▼-5.9%80,0004.8%FinanceBRK.ABerkshire Hathaway$13,023,0010.0%244.6%FinanceAAPLApple$12,995,775$481,325 ▼-3.6%67,5004.5%Computer and TechnologyTILEInterface$12,304,500$631,000 ▼-4.9%975,0004.3%Consumer DiscretionaryAGMFederal Agricultural Mortgage$11,951,250$1,529,760 ▼-11.3%62,5004.2%FinanceAGM.AFederal Agricultural Mortgage$11,234,080$491,943 ▼-4.2%71,5003.9%FinancePENNPENN Entertainment$11,188,600$910,700 ▼-7.5%430,0003.9%Consumer DiscretionaryEWBCEast West Bancorp$10,792,500$359,750 ▼-3.2%150,0003.8%FinancePIIPolaris$9,713,9250.0%102,5003.4%Auto/Tires/TrucksVNOVornado Realty Trust$6,356,250$706,250 ▼-10.0%225,0002.2%FinanceDEDeere & Company$5,898,083$499,838 ▲9.3%14,7502.1%Industrial ProductsMAMastercard$4,265,1000.0%10,0001.5%Business ServicesUAUnder Armour$2,296,250$709,750 ▲44.7%275,0000.8%Consumer DiscretionaryUAAUnder Armour$900,975$944,925 ▼-51.2%102,5000.3%Consumer DiscretionaryMSFTMicrosoft$0$5,999,250 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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