Matthew 25 Management Corp
Net seller this quarter
$345M
20
-$7.25M
76.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $76.1M | 22.04% | 0.00% | +1.2% | Q4 2023 |
 TSM | $47.3M | 13.69% | 0.00% | +1.0% | Q2 2025 |
 LLY | $29.4M | 8.51% | 0.00% | -10.9% | Q2 2025 |
 AMZN | $23.2M | 6.73% | 0.00% | -0.8% | Q1 2020 |
 AAPL | $15.5M | 4.48% | 0.00% | -2.7% | Q2 2013 |
 GS | $15.2M | 4.39% | 0.01% | -11.8% | Q2 2013 |
 MELI | $15M | 4.35% | 0.02% | +3.5% | Q2 2024 |
 AGM.A | $15M | 4.34% | Not reported | -0.2% | Q1 2016 |
 COHR | $14M | 4.05% | 0.02% | +26.8% | Q1 2026 |
 TSLA | $13.7M | 3.96% | 0.00% | Not reported | Q2 2022 |
 JPM | $13.7M | 3.96% | 0.00% | -9.2% | Q2 2013 |
 PLTR | $12.5M | 3.63% | 0.00% | +25.7% | Q1 2026 |
 PK | $11.8M | 3.42% | 0.41% | -6.0% | Q4 2021 |
 BRK.A | $10.5M | 3.03% | Not reported | -6.7% | Q2 2013 |
 EWBC | $9.36M | 2.71% | 0.05% | -17.1% | Q2 2013 |
 KKR | $9.18M | 2.66% | 0.01% | Not reported | Q2 2013 |
 CRCL | $5.2M | 1.50% | Not reported | +32.8% | Q4 2025 |
 SOLS | $3.9M | 1.13% | 0.03% | -53.7% | Q4 2025 |
| FNMA | $2.75M | 0.80% | 0.04% | +28.4% | Q4 2025 |
 AGM | $2.19M | 0.63% | Not reported | -30.2% | Q2 2016 |
| Q1 2026 | |||||
| NVDA | $65.6M | 21.78% | 0.00% | -11.5% | Q4 2023 |
| TSM | $33.1M | 11.00% | 0.00% | -1.0% | Q2 2025 |
| LLY | $25.3M | 8.40% | 0.00% | +7.8% | Q2 2025 |
| AMZN | $20.5M | 6.80% | 0.00% | -19.8% | Q1 2020 |
| MELI | $14.8M | 4.91% | 0.02% | +12.1% | Q2 2024 |
| GS | $14.4M | 4.78% | 0.01% | -2.9% | Q2 2013 |
| AAPL | $14M | 4.64% | 0.00% | -4.4% | Q2 2013 |
| JPM | $13.5M | 4.49% | 0.00% | -1.1% | Q2 2013 |
| PLTR | $12.5M | 4.15% | 0.00% | New | Q1 2026 |
| AGM.A | $12.2M | 4.04% | Not reported | +3.8% | Q1 2016 |
| TSLA | $12.1M | 4.01% | 0.00% | -3.0% | Q2 2022 |
| BRK.A | $10.8M | 3.58% | Not reported | Not reported | Q2 2013 |
| EWBC | $9.34M | 3.10% | 0.06% | -12.5% | Q2 2013 |
| PK | $9.29M | 3.09% | 0.44% | +15.4% | Q4 2021 |
| KKR | $9.25M | 3.07% | 0.01% | -1.5% | Q2 2013 |
| SOLS | $7.24M | 2.40% | 0.06% | -5.9% | Q4 2025 |
| COHR | $6.67M | 2.22% | 0.01% | New | Q1 2026 |
| CRCL | $5.96M | 1.98% | Not reported | -16.7% | Q4 2025 |
| FNMA | $2.39M | 0.79% | 0.03% | +4018.8% | Q4 2025 |
| AGM | $2.34M | 0.78% | Not reported | -7.4% | Q2 2016 |
| Q4 2025 | |||||
| NVDA | $79.3M | 24.24% | 0.00% | -3.0% | Q4 2023 |
| TSM | $30.1M | 9.20% | 0.00% | +44.5% | Q2 2025 |
| AMZN | $28.3M | 8.65% | 0.00% | -14.8% | Q1 2020 |
| LLY | $27.4M | 8.38% | 0.00% | +64.5% | Q2 2025 |
| AAPL | $15.6M | 4.78% | 0.00% | -6.5% | Q2 2013 |
| GS | $15.4M | 4.70% | 0.01% | -12.5% | Q2 2013 |
| MELI | $15.4M | 4.70% | 0.02% | -41.4% | Q2 2024 |
| TSLA | $15.1M | 4.61% | 0.00% | -8.7% | Q2 2022 |
| JPM | $15M | 4.58% | 0.00% | -7.0% | Q2 2013 |
| AGM.A | $13.2M | 4.05% | Not reported | +0.5% | Q1 2016 |
| KKR | $12.9M | 3.96% | 0.01% | +3.6% | Q2 2013 |
| BRK.A | $11.3M | 3.46% | Not reported | -11.8% | Q2 2013 |
| EWBC | $11.2M | 3.44% | 0.07% | -7.0% | Q2 2013 |
| PK | $8M | 2.45% | 0.38% | +61.1% | Q4 2021 |
| CRCL | $5.95M | 1.82% | Not reported | New | Q4 2025 |
 FDX | $5.78M | 1.77% | 0.01% | -9.1% | Q2 2013 |
 TILE | $5.03M | 1.54% | 0.31% | -20.0% | Q1 2020 |
| SOLS | $4.91M | 1.50% | 0.06% | New | Q4 2025 |
 NUE | $4.08M | 1.25% | 0.01% | New | Q4 2025 |
| AGM | $2.98M | 0.91% | Not reported | Not reported | Q2 2016 |
| FNMA | $85.8K | 0.03% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $81.7M | 25.17% | 0.00% | -3.2% | Q4 2023 |
| AMZN | $31.6M | 9.72% | 0.00% | +0.9% | Q1 2020 |
| MELI | $30.4M | 9.36% | 0.03% | -3.7% | Q2 2024 |
| TSM | $19.1M | 5.89% | 0.00% | +8.7% | Q2 2025 |
| TSLA | $16.3M | 5.03% | 0.00% | -16.6% | Q2 2022 |
| GS | $15.9M | 4.91% | 0.01% | -9.1% | Q2 2013 |
| JPM | $15.8M | 4.86% | 0.00% | -3.9% | Q2 2013 |
| AAPL | $15.7M | 4.82% | 0.00% | Not reported | Q2 2013 |
 FLUT | $15.5M | 4.77% | 0.03% | +10.9% | Q4 2024 |
| BRK.A | $12.8M | 3.95% | Not reported | Not reported | Q2 2013 |
| KKR | $12.7M | 3.92% | 0.01% | -2.0% | Q2 2013 |
| AGM.A | $12.2M | 3.74% | Not reported | +9.2% | Q1 2016 |
| LLY | $11.8M | 3.64% | 0.00% | +113.8% | Q2 2025 |
| EWBC | $11.4M | 3.52% | 0.08% | -10.4% | Q2 2013 |
| TILE | $6.51M | 2.01% | 0.39% | -47.1% | Q1 2020 |
| PK | $5.26M | 1.62% | 0.24% | +368.0% | Q4 2021 |
| FDX | $5.19M | 1.60% | 0.01% | -51.1% | Q2 2013 |
| AGM | $2.86M | 0.88% | Not reported | -45.2% | Q2 2016 |
 HII | $1.94M | 0.60% | 0.02% | +35.0% | Q2 2025 |