Matthew 25 Management Corp Portfolio Holdings by Sector

Matthew 25 Management Corp

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM 2 stocks	$100,853 33.95% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$61,943 20.85% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM EWBC 2 stocks	$27,214 9.16% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$16,321 5.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$15,927 5.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$15,659 5.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$12,821 4.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$12,735 4.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$11,826 3.98% of portfolio	1	-	-	-	0 Calls 0 Puts

Furnishings, Fixtures & Appliances \| Consumer Cyclical TILE 1 stocks	$6,511 2.19% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate PK 1 stocks	$5,263 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$5,187 1.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AGM 1 stocks	$2,855 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII 1 stocks	$1,943 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts

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