Matthew 25 Management Corp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 19Value: $271.3MLatest: 2025Q1

Matthew 25 Management Corp is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 19 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AGM-A",
  "AGM",
  "PK",
  "MA",
  "KKR",
  "AAPL",
  "NVDA",
  "GS",
  "EWBC",
  null,
  "TSM",
  "TILE",
  "NVO",
  "AMZN",
  "MELI",
  "FDX",
  "BRK-A",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 19
Total Value: 271336817
Accession Number: 0001351431-25-000003
Form Type: 13F-HR
CIK: matthew-25-management
Manager Name: Matthew-25-Management

Data Enrichment

95% identified

18 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

19 positions • $271.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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NVIDIA CORP

NVDA|67066G104

Shares:438.5K

Value:$47.5M

% of Portfolio:17.5% ($47.5M/$271.3M)

AMAZON COM INC

AMZN|023135106

Shares:145.0K

Value:$27.6M

% of Portfolio:10.2% ($27.6M/$271.3M)

MERCADOLIBRE INC

MELI|58733R102

Shares:14.0K

Value:$27.3M

% of Portfolio:10.1% ($27.3M/$271.3M)

Apple Inc.

AAPL|037833100

Shares:61.5K

Value:$13.7M

% of Portfolio:5.0% ($13.7M/$271.3M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:17

Value:$13.6M

% of Portfolio:5.0% ($13.6M/$271.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:55.0K

Value:$13.5M

% of Portfolio:5.0% ($13.5M/$271.3M)

Park Hotels & Resorts Inc.

PK|700517105

Shares:1.2M

Value:$13.2M

% of Portfolio:4.9% ($13.2M/$271.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:24.0K

Value:$13.1M

% of Portfolio:4.8% ($13.1M/$271.3M)

G3643J108

Shares:58.5K

Value:$13.0M

% of Portfolio:4.8% ($13.0M/$271.3M)

Tesla, Inc.

TSLA|88160R101

Shares:50.0K

Value:$13.0M

% of Portfolio:4.8% ($13.0M/$271.3M)

FEDERAL AGRICULTURAL MORTGAGE CORP

AGM-A|313148108

Shares:83.4K

Value:$11.9M

% of Portfolio:4.4% ($11.9M/$271.3M)

KKR & Co. Inc.

KKR|48251W104

Shares:100.0K

Value:$11.6M

% of Portfolio:4.3% ($11.6M/$271.3M)

INTERFACE INC

TILE|458665304

Shares:555.0K

Value:$11.0M

% of Portfolio:4.1% ($11.0M/$271.3M)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:122.5K

Value:$11.0M

% of Portfolio:4.1% ($11.0M/$271.3M)

FEDEX CORP

FDX|31428X106

Shares:45.0K

Value:$11.0M

% of Portfolio:4.0% ($11.0M/$271.3M)

FEDERAL AGRICULTURAL MORTGAGE CORP

AGM|313148306

Shares:55.0K

Value:$10.3M

% of Portfolio:3.8% ($10.3M/$271.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:20.0K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$271.3M)

Mastercard Inc

MA|57636Q104

Shares:5.5K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$271.3M)

NOVO NORDISK A S

NVO|670100205

Shares:41.5K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$271.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	438.5K	QoQ +4.40% (-18.5K) YoY +1228.78% (+405.5K)	All Managers (Combined)	$47.5M	17.5% ($47.5M/$271.3M)	QoQ -15.73% (-$8.9M) YoY +59.38% (+$17.7M)
AMAZON COM INC(AMZNcusip023135106)	145.0K	QoQ +3.57% (-5.0K) YoY +23.40% (+27.5K)	All Managers (Combined)	$27.6M	10.2% ($27.6M/$271.3M)	QoQ -10.18% (-$3.1M) YoY +30.16% (+$6.4M)
MERCADOLIBRE INC(MELIcusip58733R102)	14.0K	QoQ +6.87% (+900) YoY NEW(+14.0K)	All Managers (Combined)	$27.3M	10.1% ($27.3M/$271.3M)	QoQ +22.60% (+$5.0M) YoY NEW(+$27.3M)
Apple Inc.(AAPLcusip037833100)	61.5K	QoQ -1.60% (-1.0K) YoY -8.88% (-6.0K)	All Managers (Combined)	$13.7M	5.0% ($13.7M/$271.3M)	QoQ -12.71% (-$2.0M) YoY +18.02% (-$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	17	QoQ -19.04% (-4) YoY -22.72% (-5)	All Managers (Combined)	$13.6M	5.0% ($13.6M/$271.3M)	QoQ -5.07% (-$725.8K) YoY -2.75% (-$384.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	55.0K	QoQ -16.34% (-10.8K) YoY -25.17% (-18.5K)	All Managers (Combined)	$13.5M	5.0% ($13.5M/$271.3M)	QoQ -14.39% (-$2.3M) YoY -8.35% (-$1.2M)
Park Hotels & Resorts Inc.(PKcusip700517105)	1.2M	QoQ +12.04% (-132.5K) YoY +47.16% (-395.0K)	All Managers (Combined)	$13.2M	4.9% ($13.2M/$271.3M)	QoQ -14.95% (-$2.3M) YoY -10.13% (-$1.5M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	24.0K	QoQ -12.72% (-3.5K) YoY -49.47% (-23.5K)	All Managers (Combined)	$13.1M	4.8% ($13.1M/$271.3M)	QoQ -16.74% (-$2.6M) YoY -33.91% (-$6.7M)
(cusipG3643J108)✕	58.5K	QoQ +70.80% (+24.3K) YoY NEW(+58.5K)	All Managers (Combined)	$13.0M	4.8% ($13.0M/$271.3M)	QoQ +46.41% (+$4.1M) YoY NEW(+$13.0M)
Tesla, Inc.(TSLAcusip88160R101)	50.0K	QoQ -13.04% (-7.5K) YoY -62.54% (-83.5K)	All Managers (Combined)	$13.0M	4.8% ($13.0M/$271.3M)	QoQ -44.19% (-$10.3M) YoY -44.78% (-$10.5M)
FEDERAL AGRICULTURAL MORTGAGE CORP(AGM-Acusip313148108)	83.4K	QoQ +4.92% (+3.9K) YoY +16.64% (+11.9K)	All Managers (Combined)	$11.9M	4.4% ($11.9M/$271.3M)	QoQ +1.38% (+$162.6K) YoY +6.84% (+$764.3K)
KKR & Co. Inc.(KKRcusip48251W104)	100.0K	QoQ -2.43% (-2.5K) YoY -30.79% (-44.5K)	All Managers (Combined)	$11.6M	4.3% ($11.6M/$271.3M)	QoQ -23.74% (-$3.6M) YoY -20.45% (-$3.0M)
INTERFACE INC(TILEcusip458665304)	555.0K	QoQ -8.86% (-54.0K) YoY -35.54% (-306.1K)	All Managers (Combined)	$11.0M	4.1% ($11.0M/$271.3M)	QoQ -25.74% (-$3.8M) YoY -23.97% (-$3.5M)
EAST WEST BANCORP INC(EWBCcusip27579R104)	122.5K	QoQ 0.00% (-0) YoY -18.33% (-27.5K)	All Managers (Combined)	$11.0M	4.1% ($11.0M/$271.3M)	QoQ -6.26% (-$735.0K) YoY -7.33% (-$870.9K)
FEDEX CORP(FDXcusip31428X106)	45.0K	QoQ -15.88% (-8.5K) YoY -55.66% (-56.5K)	All Managers (Combined)	$11.0M	4.0% ($11.0M/$271.3M)	QoQ -27.11% (-$4.1M) YoY -62.69% (-$18.4M)
FEDERAL AGRICULTURAL MORTGAGE CORP(AGMcusip313148306)	55.0K	QoQ -8.33% (-5.0K) YoY -12.00% (-7.5K)	All Managers (Combined)	$10.3M	3.8% ($10.3M/$271.3M)	QoQ -12.72% (-$1.5M) YoY -16.18% (-$2.0M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$271.3M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
Mastercard Inc(MAcusip57636Q104)	5.5K	QoQ -15.38% (-1.0K) YoY -45.00% (-4.5K)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$271.3M)	QoQ -11.92% (-$408.0K) YoY -37.39% (-$1.8M)
NOVO NORDISK A S(NVOcusip670100205)	41.5K	QoQ NEW(+41.5K) YoY NEW(+41.5K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$271.3M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)