Matthew 25 Management Corp Portfolio Holdings

Matthew 25 Management Corp

  • $297 Million
  • Q3 2025

Matthew 25 Management Corp has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $81.7M, Amazon Com Inc with a value of $31.6M, Mercadolibre Inc with a value of $30.4M, Taiwan Semiconductor Manufacturing CO LTD with a value of $19.1M, and Tesla, Inc. with a value of $16.3M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $283M to 297M.

Below you can find more details about Matthew 25 Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $297 Million
Technology: $117 Million
Consumer Cyclical: $84.8 Million
Financial Services: $71.6 Million
Healthcare: $11.8 Million
Industrials: $7.13 Million
Real Estate: $5.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$81.7 Million 27.51% of portfolio
438,000
Q3 2025 Reduced 3.2%
$2.39T
$31.6 Million 10.63% of portfolio
143,750
Q3 2025 Added 0.88%
$103B
$30.4 Million 10.23% of portfolio
13,000
Q3 2025 Reduced 3.7%
$1.46T
$19.1 Million 6.44% of portfolio
68,500
Q3 2025 Added 8.73%
$1.29T
$16.3 Million 5.49% of portfolio
36,700
Q3 2025 Reduced 16.59%
$265B
$15.9 Million 5.36% of portfolio
20,000
Q3 2025 Reduced 9.09%
$881B
$15.8 Million 5.31% of portfolio
50,000
Q3 2025 Reduced 3.85%
$4.3T
$15.7 Million 5.27% of portfolio
61,500
Q1 2025 Reduced 1.6%
$453B
$12.8 Million 4.32% of portfolio
17
Q1 2025 Reduced 19.05%
$103B
$12.7 Million 4.29% of portfolio
98,000
Q3 2025 Reduced 2.0%
$971B
$11.8 Million 3.98% of portfolio
15,500
Q3 2025 Added 113.79%
$14.5B
$11.4 Million 3.85% of portfolio
107,500
Q3 2025 Reduced 10.42%
$1.52B
$6.51 Million 2.19% of portfolio
225,000
Q3 2025 Reduced 47.06%
$2.35B
$5.26 Million 1.77% of portfolio
475,000
Q3 2025 Added 367.98%
$68.9B
$5.19 Million 1.75% of portfolio
22,000
Q3 2025 Reduced 51.11%
$1.52B
$2.86 Million 0.96% of portfolio
17,000
Q3 2025 Reduced 45.16%
Flutter Entertainment PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.91%
Federal Agric Mtg Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 9.15%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $297 Million
  • Prior Value $283 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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