Q3 2025 · 13F-HR
Matthew 25 Management Corpholdings as filed
Filed 2025-11-13 · accession 0001351431-25-000008
$324.7M
Reported value
19
Positions
2025-09-30
Period end
The Brief · Matthew 25 Management Corp · Q3 2025
AI · grounded in 13F
Matthew 25 Management Corp established a new position in NVDA valued at $81.7M. The fund also initiated new stakes in AMZN for $31.6M and MELI for $30.4M. Additional new positions include TSM, TSLA, and GS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | Nvidia Corp. | $81.7M | 25.2% | 438,000 | Common | SOLE |
| 023135106 | AMZN | Amazon | $31.6M | 9.72% | 143,750 | Common | SOLE |
| 58733R102 | MELI | Mercadolibre Inc | $30.4M | 9.36% | 13,000 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $19.1M | 5.89% | 68,500 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $16.3M | 5.03% | 36,700 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group, Inc. | $15.9M | 4.91% | 20,000 | Common | SOLE |
| 46625H100 | JPM | JP Morgan Chase & Co | $15.8M | 4.86% | 50,000 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $15.7M | 4.82% | 61,500 | Common | SOLE |
| G3643J108 | FLUT | Flutter Entertainment PLC | $15.5M | 4.77% | 61,000 | Common | SOLE |
| 084670108 | BRK/A | Berkshire Hathaway Inc. Class A | $12.8M | 3.95% | 17 | Common | SOLE |
| 48251W104 | KKR | KKR & Co. LP | $12.7M | 3.92% | 98,000 | Common | SOLE |
| 313148108 | AGM/A | Federal Agric Mtg Corp | $12.2M | 3.74% | 97,989 | Common | SOLE |
| 532457108 | LLY | Eli Lilly & Co | $11.8M | 3.64% | 15,500 | Common | SOLE |
| 27579R104 | EWBC | East West Bancorp, Inc. | $11.4M | 3.52% | 107,500 | Common | SOLE |
| 458665304 | TILE | Interface, Inc. | $6.5M | 2.01% | 225,000 | Common | SOLE |
| 700517105 | PK | Park Hotels & Resorts Inc. | $5.3M | 1.62% | 475,000 | Common | SOLE |
| 31428X106 | FDX | FedEx Corporation | $5.2M | 1.60% | 22,000 | Common | SOLE |
| 313148306 | AGM | Federal Agric Mtg Corp | $2.9M | 0.88% | 17,000 | Common | SOLE |
| 446413106 | HII | Huntington Ingalls Industries, Inc. | $1.9M | 0.60% | 6,750 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.