The Analysis of Matthew 25 Management Corp's Holdings


Currently, Matthew 25 Management Corp holds 21 types of securities in its portfolio with a total value $327.0M. In the most recent quarter, they have increased their positions in NVDA (+425.0K shares, valued at $79.3M), TSM (+99.0K shares, valued at $30.1M), AMZN (+122.5K shares, valued at $28.3M); initiated new positions in NVDA (+425.0K shares, valued at $79.3M), TSM (+99.0K shares, valued at $30.1M), AMZN (+122.5K shares, valued at $28.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA Nvidia Corp.425.0K sharesnew addition2025-12-312026-02-03history
TSM Taiwan Semiconductor Manufacturing Co Ltd99.0K sharesnew addition2025-12-312026-02-03history
AMZN Amazon122.5K sharesnew addition2025-12-312026-02-03history
LLY Eli Lilly & Co25.5K sharesnew addition2025-12-312026-02-03history
AAPL Apple, Inc.57.5K sharesnew addition2025-12-312026-02-03history
GS Goldman Sachs Group, Inc.17.5K sharesnew addition2025-12-312026-02-03history
MELI Mercadolibre Inc7.6K sharesnew addition2025-12-312026-02-03history
TSLA Tesla, Inc.33.5K sharesnew addition2025-12-312026-02-03history
Sponsored
JPM JP Morgan Chase & Co46.5K sharesnew addition2025-12-312026-02-03history
AGM.A Federal Agric Mtg Corp98.5K shares479.28%2025-12-312026-02-03history
KKR & Co. LP KKR & Co. LP101.5K sharesnew addition2025-12-312026-02-03history
BRK.A Berkshire Hathaway Inc. Class A15 sharesnew addition2025-12-312026-02-03history
EWBC East West Bancorp, Inc.100.0K sharesnew addition2025-12-312026-02-03history
PK Park Hotels & Resorts Inc.765.0K sharesnew addition2025-12-312026-02-03history
CRCL Circle Internet Group, Inc.75.0K sharesnew addition2025-12-312026-02-03history
FDX FedEx Corporation20.0K sharesnew addition2025-12-312026-02-03history
Sponsored
TILE Interface, Inc.180.0K sharesnew addition2025-12-312026-02-03history
Solstice Advanced Materials Inc. Solstice Advanced Materials Inc.101.0K sharesnew addition2025-12-312026-02-03history
NUE Nucor Corp25.0K sharesnew addition2025-12-312026-02-03history
AGM Federal Agric Mtg Corp17.0K sharesnew addition2025-12-312026-02-03history
FNMA Federal National Mortgage Association8.0K sharesnew addition2025-12-312026-02-03history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available