Matthew 25 Management Corp Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$324.7B
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANvidia Corp. | 438,000 | $81.7B | 25.17% | |
| 2 | AMZNAmazon | 143,750 | $31.6B | 9.72% | |
| 3 | MLB1Mercadolibre Inc | 13,000 | $30.4B | 9.36% | |
| 4 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 68,500 | $19.1B | 5.89% | |
| 5 | TSLATesla, Inc. | 36,700 | $16.3B | 5.03% | |
| 6 | GSGoldman Sachs Group, Inc. | 20,000 | $15.9B | 4.91% | |
| 7 | JPMJP Morgan Chase & Co | 50,000 | $15.8B | 4.86% | |
| 8 | AAPLApple, Inc. | 61,500 | $15.7B | 4.82% | |
| 9 | FLUTFlutter Entertainment PLC | 61,000 | $15.5B | 4.77% | |
| 10 | BRK-BBerkshire Hathaway Inc. Class A | 17 | $12.8B | 3.95% | |
| 11 | KKRKKR & Co. LP | 98,000 | $12.7B | 3.92% | |
| 12 | AGM/AFederal Agric Mtg Corp | 97,989 | $12.2B | 3.74% | |
| 13 | LLYEli Lilly & Co | 15,500 | $11.8B | 3.64% | |
| 14 | EWBCEast West Bancorp, Inc. | 107,500 | $11.4B | 3.52% | |
| 15 | TILEInterface, Inc. | 225,000 | $6.5B | 2.01% | |
| 16 | PKPark Hotels & Resorts Inc. | 475,000 | $5.3B | 1.62% | |
| 17 | FDXFedEx Corporation | 22,000 | $5.2B | 1.60% | |
| 18 | AGMFederal Agric Mtg Corp | 17,000 | $2.9B | 0.88% | |
| 19 | HIIHuntington Ingalls Industries, Inc. | 6,750 | $1.9B | 0.60% |