Matthew 25 Management Corp 13F Holdings

CIK 0001351431 · JENKINTOWN, PA

As of Sep 30, 2025, Matthew 25 Management Corp reported 19 positions worth $324.7M in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology438,000$81.7M25.17%
AMAZON.COM INCAMZNEquity143,750$31.6M9.72%
MERCADOLIBRE INCMELIConsumer Cyclical13,000$30.4M9.36%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology68,500 9.1M5.89%
TESLA INCTSLAConsumer Cyclical36,700 6.3M5.03%
GOLDMAN SACHS GROUP INCGSFinancial Services20,000 5.9M4.91%
JPMORGAN CHASE & COJPMFinancial Services50,000 5.8M4.86%
APPLE INCAAPLTechnology61,500 5.7M4.82%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical61,000 5.5M4.77%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services17 2.8M3.95%
KKR & CO INCKKRFinancial Services98,000 2.7M3.92%
FEDERAL AGRIC MTG CORPAGM.AFinancial Services97,989 2.2M3.74%
ELI LILLY & COLLYHealthcare15,500 1.8M3.64%
EAST WEST BANCORP INCEWBCFinancial Services107,500 1.4M3.52%
INTERFACE INCTILEBasic Materials225,000$6.5M2.01%
PARK HOTELS & RESORTS INCPKReal Estate475,000$5.3M1.62%
FEDEX CORPFDXIndustrials22,000$5.2M1.60%
FEDERAL AGRICULTURAL MORTGAGE CORPAGMFinancial Services17,000$2.9M0.88%
HUNTINGTON INGALLS INDUSTRIES INCHIIIndustrials6,750 .9M0.60%