Matthew 25 Management Corp Portfolio Holdings

Matthew 25 Management Corp

  • $283 Million
  • Q2 2025

Matthew 25 Management Corp has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71.5M, Mercadolibre Inc with a value of $35.3M, Amazon Com Inc with a value of $31.3M, Goldman Sachs Group Inc with a value of $15.6M, and Jpmorgan Chase & CO with a value of $15.1M.

Examining the 13F form we can see an increase of $36.2M in the current position value, from $246M to 283M.

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

Portfolio value $283 Million
Technology: $98.4 Million
Consumer Cyclical: $89.4 Million
Financial Services: $76.7 Million
Industrials: $11.4 Million
Healthcare: $5.65 Million
Real Estate: $1.04 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$450B
$71.5 Million 25.29% of portfolio
452,500
Q2 2025 Added 3.19%
$2.27T
$31.3 Million 11.06% of portfolio
142,500
Q2 2025 Reduced 1.72%
$246B
$15.6 Million 5.51% of portfolio
22,000
Q2 2025 Reduced 8.33%
$842B
$15.1 Million 5.33% of portfolio
52,000
Q2 2025 Reduced 5.45%
$1.26T
$14.3 Million 5.05% of portfolio
63,000
Q2 2025 Added 215.0%
$1.02T
$14 Million 4.95% of portfolio
44,000
Q2 2025 Reduced 12.0%
$3.54T
$12.6 Million 4.46% of portfolio
61,500
Q1 2025 Reduced 1.6%
$420B
$12.4 Million 4.38% of portfolio
17
Q1 2025 Reduced 19.05%
$609B
$5.65 Million 2.0% of portfolio
7,250
Q2 2025 New
$535B
$2.25 Million 0.8% of portfolio
4,000
Q2 2025 Reduced 27.27%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $283 Million
  • Prior Value $246 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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