- New Purchases: VST,
- Added Positions: PFE, AMZN, QCOM, PII, MSGE, TILE, FDX,
- Reduced Positions: GS, AAPL, KSU, BDN, AGM, KKR, FB, FNMA, AGM.A,
For the details of Matthew 25 Management Corp's stock buys and sells, go to https://www.gurufocus.com/guru/matthew+25+management+corp/current-portfolio/portfolio
These are the top 5 holdings of Matthew 25 Management Corp- Goldman Sachs Group Inc (GS) - 147,500 shares, 15.30% of the total portfolio. Shares reduced by 7.81%
- FedEx Corp (FDX) - 128,000 shares, 10.43% of the total portfolio. Shares added by 2.40%
- Facebook Inc (FB) - 92,500 shares, 8.79% of the total portfolio. Shares reduced by 2.63%
- Polaris Inc (PII) - 196,000 shares, 7.34% of the total portfolio. Shares added by 5.95%
- KKR & Co Inc (KKR) - 325,000 shares, 5.26% of the total portfolio. Shares reduced by 9.72%
Matthew 25 Management Corp initiated holding in Vistra Corp. The purchase prices were between $15.92 and $18.81, with an estimated average price of $17.26. The stock is now traded at around $18.045000. The impact to a portfolio due to this purchase was 1.58%. The holding were 312,500 shares as of 2021-06-30.
Added: Pfizer Inc (PFE)Matthew 25 Management Corp added to a holding in Pfizer Inc by 107.69%. The purchase prices were between $35.91 and $40.68, with an estimated average price of $38.81. The stock is now traded at around $49.960300. The impact to a portfolio due to this purchase was 1.5%. The holding were 270,000 shares as of 2021-06-30.
Added: Amazon.com Inc (AMZN)Matthew 25 Management Corp added to a holding in Amazon.com Inc by 23.81%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3241.850000. The impact to a portfolio due to this purchase was 0.71%. The holding were 3,900 shares as of 2021-06-30.
Added: Madison Square Garden Entertainment Corp (MSGE)Matthew 25 Management Corp added to a holding in Madison Square Garden Entertainment Corp by 28.57%. The purchase prices were between $81.52 and $92.74, with an estimated average price of $88.37. The stock is now traded at around $63.125000. The impact to a portfolio due to this purchase was 0.3%. The holding were 58,500 shares as of 2021-06-30.
Here is the complete portfolio of Matthew 25 Management Corp. Also check out:
1. Matthew 25 Management Corp's Undervalued Stocks
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3. Matthew 25 Management Corp's High Yield stocks
4. Stocks that Matthew 25 Management Corp keeps buying
