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Size ($ in 1000's)
At 12/31/2023: $286,012 At 09/30/2023: $262,687
Matthew 25 Management Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Matthew 25 Management Corp 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Matthew 25 Management Corp top holdings by largest position size, as per the latest 13f filing made by Matthew 25 Management Corp.
In the Matthew 25 Management Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Matthew 25 Management Corp in that top holding, then the share count change between reporting periods, and finally the Matthew 25 Management Corp top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
Tesla Inc. |
160,000 |
-11,500 |
$39,757 | TSLA | 160,000 | -11,500 | $39,757 | FedEx Corporation |
101,500 |
-5,500 |
$25,676 | FDX | 101,500 | -5,500 | $25,676 | Federal Agric Mtg Corp |
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$23,185 | AGM | 62,500 | -8,000 | $11,951 | AGM.A | 71,500 | -3,131 | $11,234 | Goldman Sachs Group Inc. |
50,000 |
-12,500 |
$19,288 | GS | 50,000 | -12,500 | $19,288 | Amazon |
117,500 |
UNCH |
$17,853 | AMZN | 117,500 | UNCH | $17,853 | Park Hotels & Resorts Inc. |
975,000 |
-75,000 |
$14,918 | PK | 975,000 | -75,000 | $14,918 | Nvidia Corp. |
29,000 |
+29,000 |
$14,361 | NVDA | 29,000 | +29,000 | $14,361 | Five Below Inc. |
65,500 |
+500 |
$13,962 | FIVE | 65,500 | +500 | $13,962 | KKR & Co. LP |
165,000 |
-43,500 |
$13,670 | KKR | 165,000 | -43,500 | $13,670 | JP Morgan Chase & Co |
80,000 |
-5,000 |
$13,608 | JPM | 80,000 | -5,000 | $13,608 | Berkshire Hathaway Inc. Class A |
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$13,023 | BRK.A | 24 | UNCH | $13,023 | Apple Inc. |
67,500 |
-2,500 |
$12,996 | AAPL | 67,500 | -2,500 | $12,996 | Interface Inc. |
975,000 |
-50,000 |
$12,304 | TILE | 975,000 | -50,000 | $12,304 | Penn National Gaming Inc. |
430,000 |
-35,000 |
$11,189 | PENN | 430,000 | -35,000 | $11,189 | East West Bancorp Inc. |
150,000 |
-5,000 |
$10,792 | EWBC | 150,000 | -5,000 | $10,792 | Polaris Industries Inc. |
102,500 |
UNCH |
$9,714 | PII | 102,500 | UNCH | $9,714 | Vornado Realty Trust |
225,000 |
-25,000 |
$6,356 | VNO | 225,000 | -25,000 | $6,356 | Deere & Co |
14,750 |
+1,250 |
$5,898 | DE | 14,750 | +1,250 | $5,898 | Mastercard Inc. |
10,000 |
UNCH |
$4,265 | MA | 10,000 | UNCH | $4,265 | Under Armour Inc. Class C |
275,000 |
+85,000 |
$2,296 | UA | 275,000 | +85,000 | $2,296 |
See Full List: All Stocks Held By Matthew 25 Management Corp
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Matthew 25 Management Corp
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