Matthew 25 Management Corp
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Matthew 25 Management Corp reported 19 stock positions worth $315.5 million. Its top holding was Nvidia (NVDA) at 17.9% of the portfolio, followed by Amazon.com (AMZN, 9.7%) and Tesla (TSLA, 7.4%). Compared with Q3 2024, it opened 1 new position, added to 4 and reduced 12. The biggest buy was a new position in Flutter Entertainment PLC-Di (FLUT) and the biggest sale FedEx (FDX, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001351431
- Portfolio Value
- $315.5M (Q4 2024)
- SEC Filing
- 0001351431-25-000001 ↗ filed Feb 4, 2025
Holdings Value
Holdings 19 stocks · $315.5M
| NVDA Nvidia Corp. | 17.88% | 420,000 | $56.4M | Add +5.0% |
| AMZN Amazon.com Inc. | 9.74% | 140,000 | $30.7M | Add +3.7% |
| TSLA Tesla Inc. | 7.36% | 57,500 | $23.2M | Reduce -8.0% |
| MELI MercadoLibre Inc. | 7.06% | 13,100 | $22.3M | Add +6.9% |
| JPM JPMorgan Chase & Co. | 5.00% | 65,750 | $15.8M | No change |
| GS Goldman Sachs Group Inc. | 4.99% | 27,500 | $15.7M | Reduce -6.8% |
| AAPL Apple Inc. | 4.96% | 62,500 | $15.7M | Reduce -2.3% |
| PK Park Hotels & Resorts Inc. | 4.91% | 1,100,000 | $15.5M | Add +10.0% |
| KKR KKR & Co. Inc. | 4.81% | 102,500 | $15.2M | Reduce -8.9% |
| FDX FedEx Corp. | 4.77% | 53,500 | $15.1M | Reduce -40.6% |
| TILE Interface Inc. | 4.70% | 609,000 | $14.8M | Reduce -20.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.53% | 21 | $14.3M | No change |
| AGM Federal Agric MTG Corp. Class C | 3.75% | 60,000 | $11.8M | Reduce -2.4% |
| AGM.A Federal Agric MTG Corp. Class A | 3.73% | 79,484 | $11.8M | Reduce -0.4% |
| EWBC East West Bancorp Inc. | 3.72% | 122,500 | $11.7M | Reduce -15.5% |
| FLUT Flutter Entertainment PLC-Di | 2.81% | 34,250 | $8.9M | New |
| MGM MGM Resorts International | 2.58% | 235,000 | $8.1M | Reduce -16.1% |
| VNO Vornado Realty Trust | 1.63% | 122,500 | $5.1M | Reduce -18.3% |
| MA Mastercard Inc. Class A | 1.08% | 6,500 | $3.4M | Reduce -35.0% |
Portfolio Sells Q3 2024 → Q4 2024
| FDX FedEx Corp. | Reduce -40.6% | 4.77% | −3.50 |
| MGM MGM Resorts International | Reduce -16.1% | 2.58% | −1.09 |
| MA Mastercard Inc. Class A | Reduce -35.0% | 1.08% | −0.57 |
| VNO Vornado Realty Trust | Reduce -18.3% | 1.63% | −0.35 |
| EWBC East West Bancorp Inc. | Reduce -15.5% | 3.72% | −0.31 |
| TILE Interface Inc. | Reduce -20.4% | 4.70% | −0.17 |
| KKR KKR & Co. Inc. | Reduce -8.9% | 4.81% | −0.13 |
| AGM Federal Agric MTG Corp. Class C | Reduce -2.4% | 3.75% | −0.12 |
| AGM.A Federal Agric MTG Corp. Class A | Reduce -0.4% | 3.73% | −0.11 |
| AAPL Apple Inc. | Reduce -2.3% | 4.96% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -6.8% | 4.99% | +0.09 |
| TSLA Tesla Inc. | Reduce -8.0% | 7.36% | +1.87 |
Portfolio Buys Q3 2024 → Q4 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 |