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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| NVDA |
+29,000 | +$14,361 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| MSFT |
-19,000 | -$5,999 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| UA |
+85,000 | +$1,084 | | DE |
+1,250 | +$803 | | FIVE |
+500 | +$3,504 | | AMZN |
UNCH | +$2,916 | | BRK |
UNCH | +$268 | | PII |
UNCH | -$960 | | MA |
UNCH | +$306 | | AAPL |
-2,500 | +$1,011 | | JPM |
-5,000 | +$1,281 | | EWBC |
-5,000 | +$2,622 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| UAA |
-107,500 | -$537 | | PK |
-75,000 | +$1,982 | | TILE |
-50,000 | +$2,249 | | KKR |
-43,500 | +$826 | | PENN |
-35,000 | +$517 | | VNO |
-25,000 | +$686 | | GS |
-12,500 | -$935 | | TSLA |
-11,500 | -$3,156 | | AGM |
-11,131 | +$3,166 |
Size ($ in 1000's)
At 12/31/2023: $286,012
At 09/30/2023: $262,687
Matthew 25 Management Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Matthew 25 Management Corp 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Matthew 25 Management Corp to be as follows, presented in the
table below with each row detailing each Matthew 25 Management Corp position, ordered by largest to smallest position size.
The all-stocks-held-by-Matthew 25 Management Corp table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Matthew 25 Management Corp as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 |
|
|
$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 | | Under Armour Inc. Class A |
102,500 |
-107,500 |
$901 | | UAA | 102,500 | -107,500 | $901 | | Microsoft Corp |
0 |
-19,000 |
$0 (exited) | | MSFT | 0 | -19,000 | $0 |
See Summary: Matthew 25 Management Corp Top Holdings
See Details: Top 10 Stocks Held By Matthew 25 Management Corp
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