Matthew 25 Management Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$301.1M
Q ending 2026-03-31
Prior quarter
$327.0M
Q ending 2025-12-31
Change
-7.9% QoQ · +10.1% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp. | NVDA | Shares | $65.6M | 376K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $33.1M | 98K |
| Eli Lilly & Co | LLY | Shares | $25.3M | 28K |
| Amazon | AMZN | Shares | $20.5M | 98K |
| Mercadolibre Inc | MELI | Shares | $14.8M | 9K |
| Goldman Sachs Group, Inc. | GS | Shares | $14.4M | 17K |
| Apple, Inc. | AAPL | Shares | $14.0M | 55K |
| Jp Morgan Chase & Co | JPM | Shares | $13.5M | 46K |
| Palantir Technologies Inc. | PLTR | Shares | $12.5M | 86K |
| Federal Agric Mtg Corp | AGM/A | Shares | $12.2M | 102K |
| Tesla, Inc. | TSLA | Shares | $12.1M | 33K |
| Berkshire Hathaway Inc. Class A | BRK/A | Shares | $10.8M | 15 |
| East West Bancorp, Inc. | EWBC | Shares | $9.3M | 88K |
| Park Hotels & Resorts Inc. | PK | Shares | $9.3M | 883K |
| Kkr & Co. Lp | KKR | Shares | $9.3M | 100K |
| Solstice Advanced Materials Inc. | SOLS | Shares | $7.2M | 95K |
| Coherent Corp. | COHR | Shares | $6.7M | 28K |
| Circle Internet Group, Inc. | CRCL | Shares | $6.0M | 63K |
| Federal National Mortgage Associat | FNMA | Shares | $2.4M | 330K |
| Federal Agric Mtg Corp | AGM | Shares | $2.3M | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.