13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001351431-25-000008
Total Value
$324.7M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 438,000 | $81.7M | 25.17% |
| 2 | Amazon | AMZN | 143,750 | $31.6M | 9.72% |
| 3 | Mercadolibre Inc | MELI | 13,000 | $30.4M | 9.36% |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 68,500 | $19.1M | 5.89% |
| 5 | Tesla, Inc. | TSLA | 36,700 | $16.3M | 5.03% |
| 6 | Goldman Sachs Group, Inc. | GSCE | 20,000 | $15.9M | 4.91% |
| 7 | JP Morgan Chase & Co | VYLD | 50,000 | $15.8M | 4.86% |
| 8 | Apple, Inc. | AAPL | 61,500 | $15.7M | 4.82% |
| 9 | Flutter Entertainment PLC | G3643J108 | 61,000 | $15.5M | 4.77% |
| 10 | Berkshire Hathaway Inc. Class A | BRK-A | 17 | $12.8M | 3.95% |
| 11 | KKR & Co. LP | KKRT | 98,000 | $12.7M | 3.92% |
| 12 | Federal Agric Mtg Corp | 313148108 | 97,989 | $12.2M | 3.74% |
| 13 | Eli Lilly & Co | LLY | 15,500 | $11.8M | 3.64% |
| 14 | East West Bancorp, Inc. | EWBC | 107,500 | $11.4M | 3.52% |
| 15 | Interface, Inc. | TILE | 225,000 | $6.5M | 2.01% |
| 16 | Park Hotels & Resorts Inc. | PK | 475,000 | $5.3M | 1.62% |
| 17 | FedEx Corporation | FDX | 22,000 | $5.2M | 1.60% |
| 18 | Federal Agric Mtg Corp | 313148306 | 17,000 | $2.9M | 0.88% |
| 19 | Huntington Ingalls Industries, Inc. | 446413106 | 6,750 | $1.9M | 0.60% |