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Matthew 25 Management Corp Top Holdings and 13F Report (2025)

About Matthew 25 Management Corp

Investment Activity

  • Matthew 25 Management Corp has $271.34 million in total holdings as of March 31, 2025.
  • Matthew 25 Management Corp owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 6.73% of the portfolio was purchased this quarter.
  • About 10.36% of the portfolio was sold this quarter.
  • This quarter, Matthew 25 Management Corp has purchased 19 new stocks and bought additional shares in 6 stocks.
  • Matthew 25 Management Corp sold shares of 10 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$47,524,630
Amazon.com
$27,587,700
MercadoLibre
$27,312,180
Apple
$13,660,995
Berkshire Hathaway
$13,573,507

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing
$3,320,000 Holding
670100205 - Novo Nordisk A/S
$2,881,760 Holding

Largest Purchases this Quarter

Flutter Entertainment PLC
24,250 shares (about $5.37M)
Taiwan Semiconductor Manufacturing
20,000 shares (about $3.32M)
Novo Nordisk A/S
41,500 shares (about $2.88M)
NVIDIA
18,500 shares (about $2.01M)
MercadoLibre
900 shares (about $1.76M)

Largest Sales this Quarter

Berkshire Hathaway
4 shares (about $3.19M)
JPMorgan Chase & Co.
10,750 shares (about $2.64M)
FedEx
8,500 shares (about $2.07M)
Tesla
7,500 shares (about $1.94M)
The Goldman Sachs Group
3,500 shares (about $1.91M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMatthew 25 Management Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$47,524,630$2,005,030 4.4%438,50017.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$27,587,700$951,300 3.6%145,00010.2%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$27,312,180$1,755,783 6.9%14,00010.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$13,660,995$222,130 -1.6%61,5005.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$13,573,507$3,193,766 -19.0%175.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,491,500$2,636,975 -16.3%55,0005.0%Finance
Park Hotels & Resorts Inc. stock logo
PK
Park Hotels & Resorts
$13,163,100$1,415,100 12.0%1,232,5004.9%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$13,110,960$1,912,015 -12.7%24,0004.8%Finance
Flutter Entertainment PLC
$12,960,675$5,372,588 70.8%58,5004.8%SHS
Tesla, Inc. stock logo
TSLA
Tesla
$12,958,000$1,943,700 -13.0%50,0004.8%Auto/Tires/Trucks
Federal Agricultural Mortgage Corp. stock logo
AGM.A
Federal Agricultural Mortgage
$11,926,200$559,988 4.9%83,4004.4%Finance
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$11,561,000$289,025 -2.4%100,0004.3%Finance
Interface, Inc. stock logo
TILE
Interface
$11,011,200$1,071,360 -8.9%555,0004.1%Consumer Discretionary
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$10,995,6000.0%122,5004.1%Finance
FedEx Co. stock logo
FDX
FedEx
$10,970,100$2,072,130 -15.9%45,0004.0%Transportation
Federal Agricultural Mortgage Co. stock logo
AGM
Federal Agricultural Mortgage
$10,313,050$937,550 -8.3%55,0003.8%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,320,000$3,320,000 New Holding20,0001.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$3,014,660$548,120 -15.4%5,5001.1%Business Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,881,760$2,881,760 New Holding41,5001.1%Medical
MGM Resorts International stock logo
MGM
MGM Resorts International
$0$8,142,750 -100.0%00.0%Consumer Discretionary
Vornado Realty Trust stock logo
VNO
Vornado Realty Trust
$0$5,149,900 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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