Matthew 25 Management Corp holdings history

71 is the total number of securities Matthew 25 Management Corp has owned. The longest Matthew 25 Management Corp has owned a single stock is 42 quarters.

Matthew 25 Management Corp historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
GS Goldman Sachs Group, Inc.42425.06%11.31%17.62%Q2 2013Q3 202342
AAPL Apple, Inc.42424.56%9.29%15.65%Q2 2013Q3 202342
FDX FedEx Corporation42425.03%8.26%11.74%Q2 2013Q3 202342
PII Polaris Industries, Inc.42424.06%6.56%8.41%Q2 2013Q3 202342
JPM JP Morgan Chase & Co42420.30%6.06%8.55%Q2 2013Q3 202342
BRKA Berkshire Hathaway Inc...42424.53%5.35%7.36%Q2 2013Q3 202342
MA Mastercard, Inc.42421.00%3.03%5.74%Q2 2013Q3 202342
BDN Brandywine Realty Trust40401.15%6.24%8.34%Q2 2013Q1 202340
KSU Kansas City Southern34342.02%4.31%9.01%Q2 2013Q3 202134
AGMA Federal Agric Mtg Corp31310.01%1.62%3.54%Q1 2016Q3 202331
AGM Federal Agric Mtg Corp30300.26%2.33%4.56%Q2 2016Q3 202330
FB Meta Platforms, Inc.26260.29%5.14%9.73%Q2 2016Q3 202226
EWBC East West Bancorp, Inc.15100.57%3.11%4.31%Q2 2013Q3 202325
KKR KKR & Co. LP21214.62%6.66%10.98%Q2 2013Q2 201821
KKR KKR & Co. LP21214.11%6.46%10.98%Q3 2018Q3 202321
JPMWS JP Morgan Chase & Co.21210.18%1.22%4.74%Q2 2013Q2 201821
SNI Scripps Networks Inter...19194.90%6.62%8.98%Q2 2013Q4 201719
BWP Boardwalk Pipeline Par...18180.57%4.79%7.71%Q1 2014Q2 201818
CAB Cabelas, Inc.17171.96%6.60%8.50%Q2 2013Q2 201717
TOL Toll Brothers16160.93%4.62%6.27%Q1 2016Q4 201916
AMZN Amazon15152.28%3.87%5.69%Q1 2020Q3 202315
TILE Interface, Inc.15150.20%3.07%4.48%Q1 2020Q3 202315
RRC Range Resources Corpor...1020.07%1.73%3.87%Q4 2014Q2 201912
QCOM QUALCOMM Incorporated10100.52%4.62%6.17%Q4 2020Q1 202310
PK Park Hotels & Resorts ...991.45%4.14%5.08%Q3 2021Q3 20239
CAA Calatlantic Group, Inc.991.60%3.61%4.63%Q4 2015Q4 20179
GOOGL Google, Inc.990.40%3.24%5.46%Q2 2013Q2 20159
MSGE Madison Square Garden ...990.78%2.58%5.05%Q3 2020Q3 20229
KELYA Kelly Services, Inc.990.87%1.91%2.60%Q2 2013Q2 20159
KELYB Kelly Services, Inc.990.02%0.03%0.03%Q2 2013Q2 20159
KMI Kinder Morgan, Inc.880.50%1.21%2.44%Q2 2013Q1 20158
BH Biglari Holdings, Inc880.90%1.10%1.24%Q2 2013Q1 20158
KMIWS Kinder Morgan Inc. War...880.03%0.07%0.12%Q2 2013Q1 20158
CAT Caterpillar, Inc.773.57%4.00%4.87%Q2 2013Q4 20147
CUBI Customers Bancorp, Inc.770.50%2.92%5.00%Q3 2018Q1 20207
PENN Penn National Gaming, ...771.04%2.59%4.06%Q1 2022Q3 20237
HAL Halliburton Co.771.37%2.55%3.28%Q2 2013Q4 20147
DHI DR Horton Inc.770.63%2.25%3.31%Q2 2014Q4 20157
LRN K12, Inc.770.23%0.58%0.97%Q4 2013Q2 20157
TSLA Tesla, Inc.661.00%9.22%16.34%Q2 2022Q3 20236
TEF Telefonica SA664.25%4.95%5.50%Q2 2013Q3 20146
FIVE Five Below, Inc.662.20%3.27%3.99%Q2 2022Q3 20236
RYL Ryland Group Inc.660.67%2.69%4.65%Q2 2014Q3 20156
DVN Devon Energy Corporation661.80%2.01%2.35%Q2 2013Q3 20146
TFM The Fresh Market, Inc.660.40%1.07%1.57%Q1 2014Q2 20156
PFE Pfizer Inc.551.41%2.79%3.46%Q1 2021Q1 20225
GOOG Google, Inc.551.74%2.26%2.49%Q2 2014Q2 20155
BHF Brighthouse Financial,...550.48%1.34%1.96%Q2 2018Q2 20195
FNMA Federal National Mortg...550.41%0.68%1.01%Q2 2020Q2 20215
VNO Vornado Realty Trust441.45%1.77%2.16%Q4 2022Q3 20234
CMI Cummins Inc.440.78%1.54%1.88%Q3 2018Q2 20194
PNC The PNC Financial Serv...441.39%1.53%1.69%Q3 2013Q2 20144
VST Vistra Energy Corp.310.42%1.50%2.36%Q2 2017Q4 20214
SJM Smuckers J M441.04%1.26%1.56%Q2 2013Q1 20144
BBCN BBCN Bancorp, Inc.440.56%0.94%1.44%Q4 2014Q3 20154
UAA Under Armour, Inc. Cla...440.04%0.31%0.55%Q4 2022Q3 20234
UA Under Armour, Inc. Cla...440.04%0.28%0.46%Q4 2022Q3 20234
DISCK Discovery Inc. Class C332.20%2.90%3.51%Q1 2018Q3 20183
SWN Southwestern Energy Co.331.54%1.74%1.99%Q2 2013Q4 20133
CP Canadian Pacific Railw...330.48%1.24%1.71%Q4 2021Q2 20223
NSP Insperity, Inc.330.13%0.69%1.08%Q1 2020Q3 20203
MSFT Microsoft Corp221.89%2.09%2.28%Q2 2023Q3 20232
DE Deere & Co221.47%1.71%1.94%Q2 2023Q3 20232
SYK Stryker Corp.220.85%1.04%1.22%Q2 2013Q3 20132
BHI Baker Hughes Incorporated220.55%0.92%1.29%Q4 2014Q1 20152
HTLD Heartland Express, Inc.220.51%0.55%0.59%Q2 2022Q3 20222
CTVA Corteva, Inc.220.24%0.36%0.48%Q4 2021Q1 20222
CRC California Resources C...220.02%0.07%0.11%Q2 2015Q3 20152
ESRX Express Scripts Holdings110.27%0.27%0.27%Q2 2013Q2 20131
MSG The Madison Square Gar...110.13%0.13%0.13%Q3 2015Q3 20151
AOUT American Outdoor Brand...110.06%0.06%0.06%Q1 2022Q1 20221

The securities at the top of the list , including Goldman Sachs Group, Inc., Apple, Inc., and FedEx Corporation, are the highest-conviction holdings of Matthew 25 Management Corp.

The conviction is calculated by counting the number of quarters a security has been reported by Matthew 25 Management Corp. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Matthew 25 Management Corp owns currently or has owned in the past.