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, AAPL, and represent 55.44% of Matthew 25 Management Corp's stock portfolio.
- Added to shares of these 7 stocks: COHR, PLTR, CRCL, NVDA, FNMA, MELI, TSM.
- Reduced shares in these 10 stocks: SOLS, LLY, GS, EWBC, JPM, AGM, BRK.A, PK, AAPL, AMZN.
- Matthew 25 Management Corp was a net seller of stock by $-7.3M.
- Matthew 25 Management Corp has $346M in assets under management (AUM), dropping by 14.73%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.0 | $76M | 381k | 200.09 |
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| Taiwan Semiconductor Manufacturing Ads (TSM) | 13.7 | $47M | 99k | 477.57 |
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| Eli Lilly & Co. (LLY) | 8.5 | $29M | -10% | 25k | 1199.43 |
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| Amazon (AMZN) | 6.7 | $23M | 98k | 238.34 |
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| Apple (AAPL) | 4.5 | $16M | -2% | 54k | 289.36 |
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| Goldman Sachs (GS) | 4.4 | $15M | -11% | 15k | 1011.37 |
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| MercadoLibre (MELI) | 4.3 | $15M | +3% | 8.9k | 1697.39 |
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| Federal Agric Mtg Corp Cla (AGM.A) | 4.3 | $15M | 102k | 147.04 |
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| Coherent Corp (COHR) | 4.1 | $14M | +26% | 36k | 394.47 |
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| Tesla Motors (TSLA) | 4.0 | $14M | 33k | 420.60 |
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| JPMorgan Chase & Co. (JPM) | 4.0 | $14M | -9% | 42k | 327.33 |
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| Palantir Technologies Cla (PLTR) | 3.6 | $13M | +25% | 108k | 116.67 |
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| Park Hotels & Resorts Inc-wi (PK) | 3.4 | $12M | -5% | 830k | 14.25 |
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| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 3.0 | $11M | -6% | 14.00 | 748850.00 |
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| East West Ban (EWBC) | 2.7 | $9.4M | -17% | 73k | 129.09 |
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| KKR & Co Cla (KKR) | 2.7 | $9.2M | 100k | 91.78 |
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| Circle Internet Group (CRCL) | 1.5 | $5.2M | +32% | 83k | 62.63 |
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| Solstice Advanced Matls (SOLS) | 1.1 | $3.9M | -53% | 44k | 88.60 |
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| Federal National Mortgage Association (FNMA) | 0.8 | $2.8M | +28% | 423k | 6.51 |
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| Federal Agric Mtg Corp CLC (AGM) | 0.6 | $2.2M | -30% | 11k | 199.27 |
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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 Q2 filed Aug. 14, 2026
- 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