Filed: 2/4/2025ACC: 0001351431-25-000001
📋 What this filing means
MATTHEW 25 MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $315.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$315.47M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$245.00M77.7%
CLA$44.65M14.2%
CLC$11.82M3.7%
SHS$8.85M2.8%
SH BEN INT$5.15M1.6%
Portfolio Concentration
Top 3$110.34M35.0%
4–10$115.12M36.5%
11–25$90.01M28.5%
Top 3 weight
35.0%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
3.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
Nvidia Corp.
SOLEShares420K
TypeSH
Market value$56.40M
17.88%
Sole
420K
Shared
0.00
None
0.00
Amazon
SOLEShares140K
TypeSH
Market value$30.71M
9.74%
Sole
140K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares57.50K
TypeSH
Market value$23.22M
7.36%
Sole
57.50K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares13.10K
TypeSH
Market value$22.28M
7.06%
Sole
13.10K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares65.75K
TypeSH
Market value$15.76M
5.00%
Sole
65.75K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares27.50K
TypeSH
Market value$15.75M
4.99%
Sole
27.50K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares62.50K
TypeSH
Market value$15.65M
4.96%
Sole
62.50K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares1.10M
TypeSH
Market value$15.48M
4.91%
Sole
1.10M
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares102.50K
TypeSH
Market value$15.16M
4.81%
Sole
102.50K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares53.50K
TypeSH
Market value$15.05M
4.77%
Sole
53.50K
Shared
0.00
None
0.00
Interface, Inc.
SOLEShares609K
TypeSH
Market value$14.83M
4.70%
Sole
609K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares21.00
TypeSH
Market value$14.30M
4.53%
Sole
21.00
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares60K
TypeSH
Market value$11.82M
3.75%
Sole
60K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares79.48K
TypeSH
Market value$11.76M
3.73%
Sole
79.48K
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares122.50K
TypeSH
Market value$11.73M
3.72%
Sole
122.50K
Shared
0.00
None
0.00
Flutter Entertainment PLC
SOLEShares34.25K
TypeSH
Market value$8.85M
2.81%
Sole
34.25K
Shared
0.00
None
0.00
MGM Resorts International
SOLEShares235K
TypeSH
Market value$8.14M
2.58%
Sole
235K
Shared
0.00
None
0.00
Vornado Realty Trust
SOLEShares122.50K
TypeSH
Market value$5.15M
1.63%
Sole
122.50K
Shared
0.00
None
0.00
Mastercard Inc.
SOLEShares6.50K
TypeSH
Market value$3.42M
1.08%
Sole
6.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 420K | SH | $56.40M 17.88% | 420K | 0.00 | 0.00 |
AmazonSOLE | COM | 140K | SH | $30.71M 9.74% | 140K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 57.50K | SH | $23.22M 7.36% | 57.50K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 13.10K | SH | $22.28M 7.06% | 13.10K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 65.75K | SH | $15.76M 5.00% | 65.75K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 27.50K | SH | $15.75M 4.99% | 27.50K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 62.50K | SH | $15.65M 4.96% | 62.50K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 1.10M | SH | $15.48M 4.91% | 1.10M | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 102.50K | SH | $15.16M 4.81% | 102.50K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 53.50K | SH | $15.05M 4.77% | 53.50K | 0.00 | 0.00 |
Interface, Inc.SOLE | COM | 609K | SH | $14.83M 4.70% | 609K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 21.00 | SH | $14.30M 4.53% | 21.00 | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 60K | SH | $11.82M 3.75% | 60K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 79.48K | SH | $11.76M 3.73% | 79.48K | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 122.50K | SH | $11.73M 3.72% | 122.50K | 0.00 | 0.00 |
Flutter Entertainment PLCSOLE | SHS | 34.25K | SH | $8.85M 2.81% | 34.25K | 0.00 | 0.00 |
MGM Resorts InternationalSOLE | COM | 235K | SH | $8.14M 2.58% | 235K | 0.00 | 0.00 |
Vornado Realty TrustSOLE | SH BEN INT | 122.50K | SH | $5.15M 1.63% | 122.50K | 0.00 | 0.00 |
Mastercard Inc.SOLE | CLA | 6.50K | SH | $3.42M 1.08% | 6.50K | 0.00 | 0.00 |