Matthew 25 Management Corp
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Matthew 25 Management Corp reported 18 stock positions worth $297.8 million. Its top holding was Nvidia (NVDA) at 16.3% of the portfolio, followed by Amazon.com (AMZN, 8.4%) and MercadoLibre (MELI, 8.4%). Compared with Q2 2024, it sold out of 2, added to 5 and reduced 11. The biggest buy was MercadoLibre (MELI, shares +53%) and the biggest sale an exit from Polaris (PII).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001351431
- Portfolio Value
- $297.8M (Q3 2024)
- SEC Filing
- 0001351431-24-000007 ↗ filed Nov 7, 2024
Holdings Value
Holdings 18 stocks · $297.8M
| NVDA Nvidia Corp. | 16.31% | 400,000 | $48.6M | Add +6.7% |
| AMZN Amazon.com Inc. | 8.45% | 135,000 | $25.2M | Add +14.9% |
| MELI MercadoLibre Inc. | 8.44% | 12,250 | $25.1M | Add +53.1% |
| FDX FedEx Corp. | 8.27% | 90,000 | $24.6M | Reduce -13.0% |
| TSLA Tesla Inc. | 5.49% | 62,500 | $16.4M | Reduce -13.8% |
| AAPL Apple Inc. | 5.01% | 64,000 | $14.9M | Reduce -3.8% |
| KKR KKR & Co. Inc. | 4.93% | 112,500 | $14.7M | Reduce -11.8% |
| GS Goldman Sachs Group Inc. | 4.90% | 29,500 | $14.6M | Reduce -28.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.87% | 21 | $14.5M | Reduce -4.5% |
| TILE Interface Inc. | 4.87% | 765,000 | $14.5M | Reduce -7.3% |
| PK Park Hotels & Resorts Inc. | 4.73% | 1,000,000 | $14.1M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 4.66% | 65,750 | $13.9M | Reduce -6.1% |
| EWBC East West Bancorp Inc. | 4.03% | 145,000 | $12.0M | No change |
| AGM Federal Agric MTG Corp. Class C | 3.87% | 61,500 | $11.5M | Reduce -4.7% |
| AGM.A Federal Agric MTG Corp. Class A | 3.84% | 79,775 | $11.4M | Reduce -2.5% |
| MGM MGM Resorts International | 3.68% | 280,000 | $10.9M | Add +40.0% |
| VNO Vornado Realty Trust | 1.98% | 150,000 | $5.9M | Reduce -25.0% |
| MA Mastercard Inc. Class A | 1.66% | 10,000 | $4.9M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| PII Polaris Inc. | Sold out | 0.00% | −2.78 |
| FDX FedEx Corp. | Reduce -13.0% | 8.27% | −2.50 |
| GS Goldman Sachs Group Inc. | Reduce -28.1% | 4.90% | −1.53 |
| DE Deere & Co. | Sold out | 0.00% | −0.39 |
| JPM JPMorgan Chase & Co. | Reduce -6.1% | 4.66% | −0.26 |
| AGM Federal Agric MTG Corp. Class C | Reduce -4.7% | 3.87% | −0.18 |
| AAPL Apple Inc. | Reduce -3.8% | 5.01% | +0.15 |
| VNO Vornado Realty Trust | Reduce -25.0% | 1.98% | +0.16 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -4.5% | 4.87% | +0.20 |
| AGM.A Federal Agric MTG Corp. Class A | Reduce -2.5% | 3.84% | +0.24 |
| KKR KKR & Co. Inc. | Reduce -11.8% | 4.93% | +0.28 |
| TSLA Tesla Inc. | Reduce -13.8% | 5.49% | +0.51 |
| TILE Interface Inc. | Reduce -7.3% | 4.87% | +0.67 |
Portfolio Buys Q2 2024 → Q3 2024
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 |