Matthew 25 Management Corp Portfolio Holdings by Sector

Matthew 25 Management Corp

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$54,899 22.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$50,844 20.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM EWBC 2 stocks	$24,486 9.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,660 5.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$13,573 5.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AGM MA 2 stocks	$13,327 5.41% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate PK 1 stocks	$13,163 5.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$13,110 5.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$12,958 5.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$11,561 4.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TILE 1 stocks	$11,011 4.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$10,970 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$2,881 1.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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