Matthew 25 Management Corp Top Holdings and 13F Report (2026) About Matthew 25 Management CorpInvestment ActivityMatthew 25 Management Corp has $345.48 million in total holdings as of June 30, 2026.Matthew 25 Management Corp owns shares of 20 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.69% of the portfolio was purchased this quarter.About 4.79% of the portfolio was sold this quarter.This quarter, Matthew 25 Management Corp has purchased 20 new stocks and bought additional shares in 7 stocks.Matthew 25 Management Corp sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $76,134,245Taiwan Semiconductor Manufacturing $47,279,430Eli Lilly and Company $29,386,035Amazon.com $23,238,150Apple $15,480,760 Largest Purchases this Quarter Coherent 7,500 shares (about $2.96M)Palantir Technologies Inc. 22,000 shares (about $2.57M)Circle Internet Group, Inc. 20,500 shares (about $1.28M)NVIDIA 4,500 shares (about $900.41K)Fannie Mae 93,500 shares (about $608.69K) Largest Sales this Quarter Solstice Advanced Materials Inc. 51,000 shares (about $4.52M)Eli Lilly and Company 3,000 shares (about $3.60M)The Goldman Sachs Group 2,000 shares (about $2.02M)East West Bancorp 15,000 shares (about $1.94M)JPMorgan Chase & Co. 4,250 shares (about $1.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMatthew 25 Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$76,134,245$900,405 â–²1.2%380,50022.0%TechnologyTSMTaiwan Semiconductor Manufacturing$47,279,430$477,570 â–²1.0%99,00013.7%TechnologyLLYEli Lilly and Company$29,386,035$3,598,290 â–¼-10.9%24,5008.5%HealthcareAMZNAmazon.com$23,238,150$178,755 â–¼-0.8%97,5006.7%Consumer DiscretionaryAAPLApple$15,480,760$434,040 â–¼-2.7%53,5004.5%TechnologyGSThe Goldman Sachs Group$15,170,550$2,022,740 â–¼-11.8%15,0004.4%FinanceMELIMercadoLibre$15,021,902$509,217 â–²3.5%8,8504.3%Consumer DiscretionaryAGM.AFederal Agricultural Mortgage$14,998,080$36,760 â–¼-0.2%102,0004.3%FinanceCOHRCoherent$14,003,685$2,958,525 â–²26.8%35,5004.1%TechnologyTSLATesla$13,669,5000.0%32,5004.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$13,666,028$1,391,153 â–¼-9.2%41,7504.0%FinancePalantir Technologies Inc.$12,542,025$2,566,740 â–²25.7%107,5003.6%CLAPKPark Hotels & Resorts$11,827,500$748,125 â–¼-5.9%830,0003.4%Real EstateBRK.ABerkshire Hathaway$10,483,900$748,850 â–¼-6.7%143.0%FinanceEWBCEast West Bancorp$9,359,025$1,936,350 â–¼-17.1%72,5002.7%FinanceKKRKKR & Co. Inc.$9,178,0000.0%100,0002.7%FinanceCircle Internet Group, Inc.$5,198,290$1,283,915 â–²32.8%83,0001.5%COMSolstice Advanced Materials Inc.$3,898,400$4,518,600 â–¼-53.7%44,0001.1%COMFNMAFannie Mae$2,753,730$608,685 â–²28.4%423,0000.8%FinanceAGMFederal Agricultural Mortgage$2,191,970$946,533 â–¼-30.2%11,0000.6%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
