Matthew 25 Management
Latest statistics and disclosures from Matthew 25 Management Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, MELI, TSM, TSLA, and represent 55.16% of Matthew 25 Management Corp's stock portfolio.
- Added to shares of these 7 stocks: LLY (+$6.3M), PK, TSM, FLUT, AGM.A, HII, AMZN.
- Reduced shares in these 10 stocks: TILE (-$5.8M), FDX (-$5.4M), TSLA, NVDA, AGM, , GS, EWBC, MELI, JPM.
- Sold out of its position in MA.
- Matthew 25 Management Corp was a net seller of stock by $-12M.
- Matthew 25 Management Corp has $325M in assets under management (AUM), dropping by 4.35%.
- Central Index Key (CIK): 0001351431
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Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 25.2 | $82M | -3% | 438k | 186.58 |
|
| Amazon (AMZN) | 9.7 | $32M | 144k | 219.57 |
|
|
| MercadoLibre (MELI) | 9.4 | $30M | -3% | 13k | 2336.94 |
|
| Taiwan Semiconductor Manufacturing Ads (TSM) | 5.9 | $19M | +8% | 69k | 279.29 |
|
| Tesla Motors (TSLA) | 5.0 | $16M | -16% | 37k | 444.72 |
|
| Goldman Sachs (GS) | 4.9 | $16M | -9% | 20k | 796.35 |
|
| JPMorgan Chase & Co. (JPM) | 4.9 | $16M | -3% | 50k | 315.43 |
|
| Apple (AAPL) | 4.8 | $16M | 62k | 254.63 |
|
|
| Flutter Entertainment SHS (FLUT) | 4.8 | $16M | +10% | 61k | 254.00 |
|
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 3.9 | $13M | 17.00 | 754200.00 |
|
|
| KKR & Co Cla (KKR) | 3.9 | $13M | -2% | 98k | 129.95 |
|
| Federal Agric Mtg Corp Cla (AGM.A) | 3.7 | $12M | +9% | 98k | 124.00 |
|
| Eli Lilly & Co. (LLY) | 3.6 | $12M | +113% | 16k | 763.00 |
|
| East West Ban (EWBC) | 3.5 | $11M | -10% | 108k | 106.45 |
|
| Interface (TILE) | 2.0 | $6.5M | -47% | 225k | 28.94 |
|
| Park Hotels & Resorts Inc-wi (PK) | 1.6 | $5.3M | +367% | 475k | 11.08 |
|
| FedEx Corporation (FDX) | 1.6 | $5.2M | -51% | 22k | 235.81 |
|
| Federal Agric Mtg Corp CLC (AGM) | 0.9 | $2.9M | -45% | 17k | 167.98 |
|
| Huntington Ingalls Inds (HII) | 0.6 | $1.9M | +35% | 6.8k | 287.91 |
|
Past Filings by Matthew 25 Management Corp
SEC 13F filings are viewable for Matthew 25 Management Corp going back to 2012
- Matthew 25 Management Corp 2025 Q3 filed Nov. 13, 2025
- Matthew 25 Management Corp 2025 Q2 filed Aug. 6, 2025
- Matthew 25 Management Corp 2025 Q1 filed May 14, 2025
- Matthew 25 Management Corp 2024 Q4 filed Feb. 4, 2025
- Matthew 25 Management Corp 2024 Q3 filed Nov. 7, 2024
- Matthew 25 Management Corp 2024 Q2 filed Aug. 6, 2024
- Matthew 25 Management Corp 2024 Q1 filed May 14, 2024
- Matthew 25 Management Corp 2023 Q4 filed Feb. 1, 2024
- Matthew 25 Management Corp 2023 Q3 filed Nov. 9, 2023
- Matthew 25 Management Corp 2023 Q2 filed Aug. 4, 2023
- Matthew 25 Management Corp 2023 Q1 filed May 9, 2023
- Matthew 25 Management Corp 2022 Q4 filed Feb. 14, 2023
- Matthew 25 Management Corp 2022 Q3 filed Nov. 2, 2022
- Matthew 25 Management Corp 2022 Q2 filed Aug. 5, 2022
- Matthew 25 Management Corp 2022 Q1 filed May 16, 2022
- Matthew 25 Management Corp 2021 Q4 filed Feb. 15, 2022