Matthew 25 Management Corp
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Matthew 25 Management Corp reported 20 stock positions worth $288.2 million. Its top holding was Nvidia (NVDA) at 16.1% of the portfolio, followed by FedEx (FDX, 10.8%) and Amazon.com (AMZN, 7.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 4, added to 5 and reduced 9. The biggest buy was Nvidia (NVDA, shares +14%) and the biggest sale an exit from Five Below (FIVE).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001351431
- Portfolio Value
- $288.2M (Q2 2024)
- SEC Filing
- 0001351431-24-000004 ↗ filed Aug 6, 2024
Holdings Value
Holdings 20 stocks · $288.2M
| NVDA Nvidia Corp. | 16.07% | 375,000 | $46.3M | Add +13.6% |
| FDX FedEx Corp. | 10.77% | 103,500 | $31.0M | Add +2.0% |
| AMZN Amazon.com Inc. | 7.88% | 117,500 | $22.7M | No change |
| GS Goldman Sachs Group Inc. | 6.43% | 41,000 | $18.5M | Reduce -13.7% |
| PK Park Hotels & Resorts Inc. | 5.07% | 975,000 | $14.6M | Add +16.4% |
| TSLA Tesla Inc. | 4.98% | 72,500 | $14.3M | Reduce -45.7% |
| JPM JPMorgan Chase & Co. | 4.91% | 70,000 | $14.2M | Reduce -4.8% |
| AAPL Apple Inc. | 4.86% | 66,500 | $14.0M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.67% | 22 | $13.5M | No change |
| KKR KKR & Co. Inc. | 4.66% | 127,500 | $13.4M | Reduce -11.8% |
| MELI MercadoLibre Inc. | 4.56% | 8,000 | $13.1M | New |
| TILE Interface Inc. | 4.20% | 825,000 | $12.1M | Reduce -4.2% |
| AGM Federal Agric MTG Corp. Class C | 4.05% | 64,500 | $11.7M | Add +3.2% |
| EWBC East West Bancorp Inc. | 3.68% | 145,000 | $10.6M | Reduce -3.3% |
| AGM.A Federal Agric MTG Corp. Class A | 3.60% | 81,841 | $10.4M | Add +14.5% |
| MGM MGM Resorts International | 3.08% | 200,000 | $8.9M | New |
| PII Polaris Inc. | 2.78% | 102,500 | $8.0M | No change |
| VNO Vornado Realty Trust | 1.82% | 200,000 | $5.3M | Reduce -11.1% |
| MA Mastercard Inc. Class A | 1.53% | 10,000 | $4.4M | No change |
| DE Deere & Co. | 0.39% | 3,000 | $1.1M | Reduce -81.8% |
Portfolio Sells Q1 2024 → Q2 2024
| FIVE Five Below | Sold out | 0.00% | −4.67 |
| TSLA Tesla Inc. | Reduce -45.7% | 4.98% | −3.01 |
| DE Deere & Co. | Reduce -81.8% | 0.39% | −1.92 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −1.80 |
| TILE Interface Inc. | Reduce -4.2% | 4.20% | −0.73 |
| UA Under Armour Inc. Class C | Sold out | 0.00% | −0.67 |
| UAA Under Armour Inc. Class A | Sold out | 0.00% | −0.55 |
| VNO Vornado Realty Trust | Reduce -11.1% | 1.82% | −0.38 |
| EWBC East West Bancorp Inc. | Reduce -3.3% | 3.68% | −0.35 |
| GS Goldman Sachs Group Inc. | Reduce -13.7% | 6.43% | −0.32 |
| KKR KKR & Co. Inc. | Reduce -11.8% | 4.66% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -4.8% | 4.91% | −0.10 |
| AAPL Apple Inc. | Reduce -1.5% | 4.86% | +0.92 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +13.6% | 16.07% | +5.93 |
| MELI MercadoLibre Inc. | New | 4.56% | +4.56 |
| MGM MGM Resorts International | New | 3.08% | +3.08 |
| FDX FedEx Corp. | Add +2.0% | 10.77% | +0.76 |
| PK Park Hotels & Resorts Inc. | Add +16.4% | 5.07% | +0.08 |
| AGM Federal Agric MTG Corp. Class C | Add +3.2% | 4.05% | −0.14 |
| AGM.A Federal Agric MTG Corp. Class A | Add +14.5% | 3.60% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $345.5M | NVDA, TSM, LLY, AMZN, AAPL |
| Q1 2026 | 20 | $301.1M | NVDA, TSM, LLY, AMZN, MELI |
| Q4 2025 | 21 | $327.0M | NVDA, TSM, AMZN, LLY, AAPL |
| Q3 2025 | 19 | $324.7M | NVDA, AMZN, MELI, TSM, TSLA |
| Q2 2025 | 20 | $311.2M | NVDA, MELI, AMZN, FLUT, GS |
| Q1 2025 | 19 | $271.3M | NVDA, AMZN, MELI, AAPL, BRK.A |
| Q4 2024 | 19 | $315.5M | NVDA, AMZN, TSLA, MELI, JPM |
| Q3 2024 | 18 | $297.8M | NVDA, AMZN, MELI, FDX, TSLA |
| Q2 2024 | 20 | $288.2M | NVDA, FDX, AMZN, GS, PK |
| Q1 2024 | 22 | $293.9M | NVDA, FDX, TSLA, AMZN, GS |