Matthew 25 Management Corp Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$271.3B

Holdings

19

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (19 positions)

#StockSharesValue% PortfolioType
1
NVDANvidia Corp.
438,500$47.5B17.51%
2
AMZNAmazon
145,000$27.6B10.17%
3
MLB1Mercadolibre Inc
14,000$27.3B10.07%
4
AAPLApple, Inc.
61,500$13.7B5.03%
5
BRK-BBerkshire Hathaway Inc. Class A
17$13.6B5.00%
6
JPMJP Morgan Chase & Co
55,000$13.5B4.97%
7
PKPark Hotels & Resorts Inc.
1,232,500$13.2B4.85%
8
GSGoldman Sachs Group, Inc.
24,000$13.1B4.83%
9
FLUTFlutter Entertainment PLC
58,500$13.0B4.78%
10
TSLATesla, Inc.
50,000$13.0B4.78%
11
AGM/AFederal Agric Mtg Corp
83,400$11.9B4.40%
12
KKRKKR & Co. LP
100,000$11.6B4.26%
13
TILEInterface, Inc.
555,000$11.0B4.06%
14
EWBCEast West Bancorp, Inc.
122,500$11.0B4.05%
15
FDXFedEx Corporation
45,000$11.0B4.04%
16
AGMFederal Agric Mtg Corp
55,000$10.3B3.80%
17
TSMTaiwan Semiconductor Manufacturing Co Ltd
20,000$3.3B1.22%
18
MAMastercard Inc.
5,500$3.0B1.11%
19
NVONovo Nordisk A S
41,500$2.9B1.06%