13F HOLDINGS REPORT
Matthew 25 Management Corp
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001351431-26-000002
Total Value
$327.0M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corp. | NVDA | 425,000 | $79.3M | 24.24% |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 99,000 | $30.1M | 9.20% |
| 3 | Amazon | AMZN | 122,500 | $28.3M | 8.65% |
| 4 | Eli Lilly & Co | LLY | 25,500 | $27.4M | 8.38% |
| 5 | Apple, Inc. | AAPL | 57,500 | $15.6M | 4.78% |
| 6 | Goldman Sachs Group, Inc. | GSCE | 17,500 | $15.4M | 4.70% |
| 7 | Mercadolibre Inc | MELI | 7,625 | $15.4M | 4.70% |
| 8 | Tesla, Inc. | TSLA | 33,500 | $15.1M | 4.61% |
| 9 | JP Morgan Chase & Co | VYLD | 46,500 | $15.0M | 4.58% |
| 10 | Federal Agric Mtg Corp | 313148108 | 98,477 | $13.2M | 4.05% |
| 11 | KKR & Co. LP | KKRT | 101,500 | $12.9M | 3.96% |
| 12 | Berkshire Hathaway Inc. Class A | BRK-A | 15 | $11.3M | 3.46% |
| 13 | East West Bancorp, Inc. | EWBC | 100,000 | $11.2M | 3.44% |
| 14 | Park Hotels & Resorts Inc. | PK | 765,000 | $8.0M | 2.45% |
| 15 | Circle Internet Group, Inc. | CRCL | 75,000 | $5.9M | 1.82% |
| 16 | FedEx Corporation | FDX | 20,000 | $5.8M | 1.77% |
| 17 | Interface, Inc. | TILE | 180,000 | $5.0M | 1.54% |
| 18 | Solstice Advanced Materials Inc. | 83443Q103 | 101,000 | $4.9M | 1.50% |
| 19 | Nucor Corp | NUE | 25,000 | $4.1M | 1.25% |
| 20 | Federal Agric Mtg Corp | 313148306 | 17,000 | $3.0M | 0.91% |
| 21 | Federal National Mortgage Association | 313586109 | 8,000 | $85,840 | 0.03% |