Matthew 25 Management Corp as of Dec. 31, 2025
Portfolio Holdings for Matthew 25 Management Corp
Matthew 25 Management Corp holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 24.2 | $79M | 425k | 186.50 | |
| Taiwan Semiconductor Manufacturing Ads (TSM) | 9.2 | $30M | 99k | 303.89 | |
| Amazon (AMZN) | 8.6 | $28M | 123k | 230.82 | |
| Eli Lilly & Co. (LLY) | 8.4 | $27M | 26k | 1074.68 | |
| Apple (AAPL) | 4.8 | $16M | 58k | 271.86 | |
| Goldman Sachs (GS) | 4.7 | $15M | 18k | 879.00 | |
| MercadoLibre (MELI) | 4.7 | $15M | 7.6k | 2014.26 | |
| Tesla Motors (TSLA) | 4.6 | $15M | 34k | 449.72 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $15M | 47k | 322.22 | |
| Federal Agric Mtg Corp Cla (AGM.A) | 4.1 | $13M | 99k | 134.50 | |
| KKR & Co Cla (KKR) | 4.0 | $13M | 102k | 127.48 | |
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 3.5 | $11M | 15.00 | 754800.00 | |
| East West Ban (EWBC) | 3.4 | $11M | 100k | 112.39 | |
| Park Hotels & Resorts Inc-wi (PK) | 2.4 | $8.0M | 765k | 10.46 | |
| Circle Internet Group (CRCL) | 1.8 | $5.9M | 75k | 79.30 | |
| FedEx Corporation (FDX) | 1.8 | $5.8M | 20k | 288.86 | |
| Interface (TILE) | 1.5 | $5.0M | 180k | 27.92 | |
| Solstice Advanced Matls (SOLS) | 1.5 | $4.9M | 101k | 48.58 | |
| Nucor Corporation (NUE) | 1.2 | $4.1M | 25k | 163.11 | |
| Federal Agric Mtg Corp CLC (AGM) | 0.9 | $3.0M | 17k | 175.57 | |
| Federal National Mortgage Association (FNMA) | 0.0 | $86k | 8.0k | 10.73 |
