Matthew 25 Management
Latest statistics and disclosures from Matthew 25 Management Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, TSM, LLY, AMZN, MELI, and represent 52.88% of Matthew 25 Management Corp's stock portfolio.
- Added to shares of these 7 stocks: PLTR (+$13M), COHR (+$6.7M), FNMA, LLY, MELI, PK, AGM.A.
- Started 2 new stock positions in PLTR, COHR.
- Reduced shares in these 10 stocks: NVDA (-$8.5M), , AMZN (-$5.1M), TILE (-$5.0M), NUE, EWBC, CRCL, AAPL, SOLS, GS.
- Sold out of its positions in FDX, TILE, NUE.
- Matthew 25 Management Corp was a net seller of stock by $-7.1M.
- Matthew 25 Management Corp has $301M in assets under management (AUM), dropping by -7.92%.
- Central Index Key (CIK): 0001351431
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Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 21.8 | $66M | -11% | 376k | 174.40 |
|
| Taiwan Semiconductor Manufacturing Ads (TSM) | 11.0 | $33M | 98k | 337.95 |
|
|
| Eli Lilly & Co. (LLY) | 8.4 | $25M | +7% | 28k | 919.77 |
|
| Amazon (AMZN) | 6.8 | $21M | -19% | 98k | 208.27 |
|
| MercadoLibre (MELI) | 4.9 | $15M | +12% | 8.6k | 1729.02 |
|
| Goldman Sachs (GS) | 4.8 | $14M | -2% | 17k | 845.99 |
|
| Apple (AAPL) | 4.6 | $14M | -4% | 55k | 253.79 |
|
| JPMorgan Chase & Co. (JPM) | 4.5 | $14M | 46k | 294.16 |
|
|
| Palantir Technologies Cla (PLTR) | 4.2 | $13M | NEW | 86k | 146.28 |
|
| Federal Agric Mtg Corp Cla (AGM.A) | 4.0 | $12M | +3% | 102k | 119.00 |
|
| Tesla Motors (TSLA) | 4.0 | $12M | -2% | 33k | 371.75 |
|
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 3.6 | $11M | 15.00 | 718140.00 |
|
|
| East West Ban (EWBC) | 3.1 | $9.3M | -12% | 88k | 106.76 |
|
| Park Hotels & Resorts Inc-wi (PK) | 3.1 | $9.3M | +15% | 883k | 10.53 |
|
| KKR & Co Cla (KKR) | 3.1 | $9.3M | 100k | 92.50 |
|
|
| Solstice Advanced Matls (SOLS) | 2.4 | $7.2M | -5% | 95k | 76.16 |
|
| Coherent Corp (COHR) | 2.2 | $6.7M | NEW | 28k | 238.21 |
|
| Circle Internet Group (CRCL) | 2.0 | $6.0M | -16% | 63k | 95.41 |
|
| Federal National Mortgage Association (FNMA) | 0.8 | $2.4M | +4018% | 330k | 7.26 |
|
| Federal Agric Mtg Corp CLC (AGM) | 0.8 | $2.3M | -7% | 16k | 148.35 |
|
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 2026 Q1 filed May 12, 2026
- Matthew 25 Management Corp 2025 Q4 filed Feb. 3, 2026
- 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