Matthew 25 Management Corp Portfolio Holdings

Matthew 25 Management Corp

$286 Million
Q3 2024

Matthew 25 Management Corp has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $286 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $48.6M, Amazon Com Inc with a value of $25.2M, Mercadolibre Inc with a value of $25.1M, Fedex Corp with a value of $24.6M, and Tesla, Inc. with a value of $16.4M.

Examining the 13F form we can see an increase of $8.48M in the current position value, from $278M to 286M.

Below you can find more details about Matthew 25 Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $286 Million

Consumer Cyclical: $92.1 Million

Financial Services: $86.1 Million

Technology: $63.5 Million

Industrials: $24.6 Million

Real Estate: $20 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PK Park Hotels & Resorts Inc. Real Estate	$3.21B	$14.1 Million 4.93% of portfolio	1,000,000	Q3 2024 Added 2.56%
VNO Vornado Realty Trust Real Estate	$7.73B	$5.91 Million 2.06% of portfolio	150,000	Q3 2024 Reduced 25.0%

Summary

Portfolio
No. of Stocks 18
Current Value $286 Million
Prior Value $278 Million
Filing
Period Q3 2024
Filing Date November 06, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 0 stocks
Additional Purchases 5 stocks
Sold out of 0 stocks
Reduced holdings in 11 stocks

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Matthew 25 Management Corp Portfolio Holdings