M2
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Matthew 25 Management Corp13F | |
| Matthew 25 Management Corp | |
| Last update 2025-05-14 | 19 Stocks (2 new) |
| Value $271.00 Mil | Turnover 7 % |
Matthew 25 Management Corp Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 438,500 | 47,524.6 | +4.40% | 17.510 | +0.74% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AMZN | Amazon.com Inc | 145,000 | 27,587.7 | +3.57% | 10.170 | +0.35% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
MELI | MercadoLibre Inc | 14,000 | 27,312.2 | +6.87% | 10.070 | +0.65% | 0.030 | +29.22% | +47.85% | 127,455.7 | Retail - Cyclical | |
AAPL | Apple Inc | 61,500 | 13,661.0 | -1.60% | 5.030 | -0.08% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
BRK.A | Berkshire Hathaway Inc | 17 | 13,573.5 | -19.05% | 5.000 | -0.86% | 0.000 | -8.44% | +6.83% | 1,046,283.1 | Insurance | |
JPM | JPMorgan Chase & Co | 55,000 | 13,491.5 | -16.35% | 4.970 | -0.82% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
PK | Park Hotels & Resorts Inc | 1,232,500 | 13,163.1 | +12.05% | 4.850 | +0.52% | 0.620 | +14.23% | -19.23% | 2,166.8 | REITs | |
GS | The Goldman Sachs Group Inc | 24,000 | 13,111.0 | -12.73% | 4.830 | -0.64% | 0.010 | +42.26% | +27.64% | 222,054.8 | Capital Markets | |
FLUT | Flutter Entertainment PLC | 58,500 | 12,960.7 | +70.80% | 4.780 | +1.98% | 0.030 | +29.15% | +8.74% | 49,566.9 | Travel & Leisure | |
TSLA | Tesla Inc | 50,000 | 12,958.0 | -13.04% | 4.780 | -0.96% | 0.000 | +17.98% | -21.91% | 1,015,728.5 | Vehicles & Parts |
Matthew 25 Management Corp's Historical Top Holdings Breakdowns
Matthew 25 Management Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MGM | MGM Resorts International | 2025-03-31 | Sold Out Sold Out | -2.58% | 29.64 ($33.6) 40.37 | $37.59 | 11.88% | Sold Out | 0 | -235,000 | |
FLUT | Flutter Entertainment PLC | 2025-03-31 | Add Add | +1.98% | 221.55 ($259.01) 298.81 | $281.05 | 8.51% | Add 70.8% | 58,500 | 24,250 | |
VNO | Vornado Realty Trust | 2025-03-31 | Sold Out Sold Out | -1.63% | 35.4 ($40.23) 43.26 | $37.76 | -6.14% | Sold Out | 0 | -122,500 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | New Buy New Buy | +1.22% | 165.25 ($194.34) 224.62 | $234.80 | 20.82% | New holding | 20,000 | 20,000 | |
NVO | Novo Nordisk AS | 2025-03-31 | New Buy New Buy | +1.06% | 69.3 ($82.59) 90.95 | $69.17 | -16.25% | New holding | 41,500 | 41,500 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.96% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | Reduce -13.04% | 50,000 | -7,500 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.86% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | Reduce -19.05% | 17 | -4 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.82% | 225.19 ($254.94) 279.95 | $296.00 | 16.11% | Reduce -16.35% | 55,000 | -10,750 | |
FDX | FedEx Corp | 2025-03-31 | Reduce Reduce | -0.76% | 230.33 ($259.24) 281.53 | $241.23 | -6.95% | Reduce -15.89% | 45,000 | -8,500 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.74% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 4.4% | 438,500 | 18,500 |
Matthew 25 Management Corp Total Holding History ($B)
Matthew 25 Management Corp's Asset Allocation
Matthew 25 Management Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Matthew 25 Management Corp's Hypothetical Growth since 2025-03-31
Matthew 25 Management Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Matthew 25 Management Corp's Holdings Heat Map
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Matthew 25 Management Corp's Holdings Bubble Chart
Matthew 25 Management Corp News
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