Matthew 25 Management Corp as of June 30, 2026
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 | |
| Taiwan Semiconductor Manufacturing Ads (TSM) | 13.7 | $47M | 99k | 477.57 | |
| Eli Lilly & Co. (LLY) | 8.5 | $29M | 25k | 1199.43 | |
| Amazon (AMZN) | 6.7 | $23M | 98k | 238.34 | |
| Apple (AAPL) | 4.5 | $16M | 54k | 289.36 | |
| Goldman Sachs (GS) | 4.4 | $15M | 15k | 1011.37 | |
| MercadoLibre (MELI) | 4.3 | $15M | 8.9k | 1697.39 | |
| Federal Agric Mtg Corp Cla (AGM.A) | 4.3 | $15M | 102k | 147.04 | |
| Coherent Corp (COHR) | 4.1 | $14M | 36k | 394.47 | |
| Tesla Motors (TSLA) | 4.0 | $14M | 33k | 420.60 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $14M | 42k | 327.33 | |
| Palantir Technologies Cla (PLTR) | 3.6 | $13M | 108k | 116.67 | |
| Park Hotels & Resorts Inc-wi (PK) | 3.4 | $12M | 830k | 14.25 | |
| Berkshire Hathaway Inc. Class A Cla (BRK.A) | 3.0 | $11M | 14.00 | 748850.00 | |
| East West Ban (EWBC) | 2.7 | $9.4M | 73k | 129.09 | |
| KKR & Co Cla (KKR) | 2.7 | $9.2M | 100k | 91.78 | |
| Circle Internet Group (CRCL) | 1.5 | $5.2M | 83k | 62.63 | |
| Solstice Advanced Matls (SOLS) | 1.1 | $3.9M | 44k | 88.60 | |
| Federal National Mortgage Association (FNMA) | 0.8 | $2.8M | 423k | 6.51 | |
| Federal Agric Mtg Corp CLC (AGM) | 0.6 | $2.2M | 11k | 199.27 |
