13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001351431-25-000004
Total Value
$311.2M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 452,500 | $71.5M | 22.98% |
| 2 | Mercadolibre Inc | MELI | 13,500 | $35.3M | 11.34% |
| 3 | Amazon | AMZN | 142,500 | $31.3M | 10.05% |
| 4 | Flutter Entertainment PLC | G3643J108 | 55,000 | $15.7M | 5.05% |
| 5 | Goldman Sachs Group, Inc. | GSCE | 22,000 | $15.6M | 5.00% |
| 6 | JP Morgan Chase & Co | VYLD | 52,000 | $15.1M | 4.84% |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 63,000 | $14.3M | 4.59% |
| 8 | Tesla, Inc. | TSLA | 44,000 | $14.0M | 4.49% |
| 9 | KKR & Co. LP | KKRT | 100,000 | $13.3M | 4.28% |
| 10 | Federal Agric Mtg Corp | 313148108 | 89,775 | $12.8M | 4.11% |
| 11 | Apple, Inc. | AAPL | 61,500 | $12.6M | 4.06% |
| 12 | Berkshire Hathaway Inc. Class A | BRK-A | 17 | $12.4M | 3.98% |
| 13 | East West Bancorp, Inc. | EWBC | 120,000 | $12.1M | 3.89% |
| 14 | FedEx Corporation | FDX | 45,000 | $10.2M | 3.29% |
| 15 | Interface, Inc. | TILE | 425,000 | $8.9M | 2.86% |
| 16 | Federal Agric Mtg Corp | 313148306 | 31,000 | $6.0M | 1.94% |
| 17 | Eli Lilly & Co | LLY | 7,250 | $5.7M | 1.82% |
| 18 | Mastercard Inc. | MA | 4,000 | $2.2M | 0.72% |
| 19 | Huntington Ingalls Industries, Inc. | 446413106 | 5,000 | $1.2M | 0.39% |
| 20 | Park Hotels & Resorts Inc. | PK | 101,500 | $1.0M | 0.33% |