Matthew 25 Management Corp Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$315.5B
Holdings
19
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANvidia Corp. | 420,000 | $56.4B | 17.88% | |
| 2 | AMZNAmazon | 140,000 | $30.7B | 9.74% | |
| 3 | TSLATesla, Inc. | 57,500 | $23.2B | 7.36% | |
| 4 | MLB1Mercadolibre Inc | 13,100 | $22.3B | 7.06% | |
| 5 | JPMJP Morgan Chase & Co | 65,750 | $15.8B | 5.00% | |
| 6 | GSGoldman Sachs Group, Inc. | 27,500 | $15.7B | 4.99% | |
| 7 | AAPLApple, Inc. | 62,500 | $15.7B | 4.96% | |
| 8 | PKPark Hotels & Resorts Inc. | 1,100,000 | $15.5B | 4.91% | |
| 9 | KKRKKR & Co. LP | 102,500 | $15.2B | 4.81% | |
| 10 | FDXFedEx Corporation | 53,500 | $15.1B | 4.77% | |
| 11 | TILEInterface, Inc. | 609,000 | $14.8B | 4.70% | |
| 12 | BRK-BBerkshire Hathaway Inc. Class A | 21 | $14.3B | 4.53% | |
| 13 | AGMFederal Agric Mtg Corp | 60,000 | $11.8B | 3.75% | |
| 14 | AGM/AFederal Agric Mtg Corp | 79,484 | $11.8B | 3.73% | |
| 15 | EWBCEast West Bancorp, Inc. | 122,500 | $11.7B | 3.72% | |
| 16 | FLUTFlutter Entertainment PLC | 34,250 | $8.9B | 2.81% | |
| 17 | MGMMGM Resorts International | 235,000 | $8.1B | 2.58% | |
| 18 | VNOVornado Realty Trust | 122,500 | $5.1B | 1.63% | |
| 19 | MAMastercard Inc. | 6,500 | $3.4B | 1.08% |