Matthew 25 Management Corp just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.
Largest position changes
Per our estimates, the biggest moves in the fund's portfolio this period were:
$PK
Increased by 100,000 shares · est. $1,377,000
+$1.38M
▲ 10.00%
$MELI
Increased by 850 shares · est. $2,860,746
+$2.86M
▲ 6.94%
$FDX
Decreased by 36,500 shares · est. $9,580,045
−$9.58M
▼ 40.56%
$MA
Decreased by 3,500 shares · est. $1,515,295
−$1.52M
▼ 35.00%
$NVDA
Increased by 20,000 shares · est. $7,825,800
+$7.83M
▲ 5.00%
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
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