Matthew 25 Management Corp Top Holdings and 13F Report (2025) About Matthew 25 Management CorpInvestment ActivityMatthew 25 Management Corp has $311.16 million in total holdings as of June 30, 2025.Matthew 25 Management Corp owns shares of 20 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 9.63% of the portfolio was sold this quarter.This quarter, Matthew 25 Management Corp has purchased 19 new stocks and bought additional shares in 3 stocks.Matthew 25 Management Corp sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $71,490,475MercadoLibre $35,284,005Amazon.com $31,263,075Flutter Entertainment PLC $15,716,800The Goldman Sachs Group $15,570,500 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $5,651,593 Holding446413106 - Huntington Ingalls Industries $1,207,300 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 43,000 shares (about $9.74M)Eli Lilly and Company 7,250 shares (about $5.65M)NVIDIA 14,000 shares (about $2.21M)Huntington Ingalls Industries 5,000 shares (about $1.21M)Federal Agricultural Mortgage 6,375 shares (about $908.44K) Largest Sales this Quarter Park Hotels & Resorts 1,131,000 shares (about $11.57M)Federal Agricultural Mortgage 24,000 shares (about $4.66M)Interface 130,000 shares (about $2.72M)Tesla 6,000 shares (about $1.91M)The Goldman Sachs Group 2,000 shares (about $1.42M) 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$71,490,475$2,211,860 ▲3.2%452,50023.0%Computer and TechnologyMELIMercadoLibre$35,284,005$1,306,815 ▼-3.6%13,50011.3%Retail/WholesaleAMZNAmazon.com$31,263,075$548,475 ▼-1.7%142,50010.0%Retail/WholesaleFlutter Entertainment PLC$15,716,800$1,000,160 ▼-6.0%55,0005.1%SHSGSThe Goldman Sachs Group$15,570,500$1,415,500 ▼-8.3%22,0005.0%FinanceJPMJPMorgan Chase & Co.$15,075,320$869,730 ▼-5.5%52,0004.8%FinanceTSMTaiwan Semiconductor Manufacturing$14,268,870$9,739,070 ▲215.0%63,0004.6%Computer and TechnologyTSLATesla$13,977,040$1,905,960 ▼-12.0%44,0004.5%Auto/Tires/TrucksKKRKKR & Co. Inc.$13,303,0000.0%100,0004.3%FinanceAGM.AFederal Agricultural Mortgage$12,792,938$908,438 ▲7.6%89,7754.1%FinanceAAPLApple$12,617,9550.0%61,5004.1%Computer and TechnologyBRK.ABerkshire Hathaway$12,389,6000.0%174.0%FinanceEWBCEast West Bancorp$12,117,600$252,450 ▼-2.0%120,0003.9%FinanceFDXFedEx$10,228,9500.0%45,0003.3%TransportationTILEInterface$8,895,250$2,720,900 ▼-23.4%425,0002.9%Consumer DiscretionaryAGMFederal Agricultural Mortgage$6,022,680$4,662,720 ▼-43.6%31,0001.9%FinanceLLYEli Lilly and Company$5,651,593$5,651,593 ▲New Holding7,2501.8%MedicalMAMastercard$2,247,760$842,910 ▼-27.3%4,0000.7%Business ServicesHIIHuntington Ingalls Industries$1,207,300$1,207,300 ▲New Holding5,0000.4%AerospacePKPark Hotels & Resorts$1,038,345$11,570,130 ▼-91.8%101,5000.3%FinanceNVONovo Nordisk A/S$0$2,881,760 ▼-100.0%00.0%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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