Matthew 25 Management Corp as of March 31, 2026
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 | 376k | 174.40 | |
| Taiwan Semiconductor Manufacturing Ads (TSM) | 11.0 | $33M | 98k | 337.95 | |
| Eli Lilly & Co. (LLY) | 8.4 | $25M | 28k | 919.77 | |
| Amazon (AMZN) | 6.8 | $21M | 98k | 208.27 | |
| MercadoLibre (MELI) | 4.9 | $15M | 8.6k | 1729.02 | |
| Goldman Sachs (GS) | 4.8 | $14M | 17k | 845.99 | |
| Apple (AAPL) | 4.6 | $14M | 55k | 253.79 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $14M | 46k | 294.16 | |
| Palantir Technologies Cla (PLTR) | 4.2 | $13M | 86k | 146.28 | |
| Federal Agric Mtg Corp Cla (AGM.A) | 4.0 | $12M | 102k | 119.00 | |
| Tesla Motors (TSLA) | 4.0 | $12M | 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 | 88k | 106.76 | |
| Park Hotels & Resorts Inc-wi (PK) | 3.1 | $9.3M | 883k | 10.53 | |
| KKR & Co Cla (KKR) | 3.1 | $9.3M | 100k | 92.50 | |
| Solstice Advanced Matls (SOLS) | 2.4 | $7.2M | 95k | 76.16 | |
| Coherent Corp (COHR) | 2.2 | $6.7M | 28k | 238.21 | |
| Circle Internet Group (CRCL) | 2.0 | $6.0M | 63k | 95.41 | |
| Federal National Mortgage Association (FNMA) | 0.8 | $2.4M | 330k | 7.26 | |
| Federal Agric Mtg Corp CLC (AGM) | 0.8 | $2.3M | 16k | 148.35 |
