Matthew 25 Management Corp Portfolio Holdings by Sector
Matthew 25 Management Corp
- $286 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$50,274
17.56% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$48,572
16.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM EWBC 2 stocks |
$25,861
9.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$24,631
8.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AGM MA 2 stocks |
$16,463
5.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$16,353
5.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$14,905
5.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$14,690
5.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$14,605
5.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE 1 stocks |
$14,519
5.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$14,498
5.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
PK 1 stocks |
$14,110
4.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$10,945
3.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
VNO 1 stocks |
$5,910
2.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|