Matthew 25 Management Corp
20 holdingsFiling period: 2026-06-30Current AUM: $353.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | 380.5K | $76.1M | $82.6M | 23.34% | +4.5K | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 99.0K | $47.3M | $41.6M | 11.75% | +1.0K | 2026-06-30 |
| 3 | LLY | Eli Lilly & Co | 24.5K | $29.4M | $30.4M | 8.59% | -3,000 | 2026-06-30 |
| 4 | AMZN | Amazon | 97.5K | $23.2M | $25.6M | 7.23% | -750 | 2026-06-30 |
| 5 | AAPL | Apple, Inc. | 53.5K | $15.5M | $18.3M | 5.18% | -1,500 | 2026-06-30 |
| 6 | GS | Goldman Sachs Group, Inc. | 15.0K | $15.2M | $13.1M | 3.71% | -2,000 | 2026-06-30 |
| 7 | MELI | Mercadolibre Inc | 8.8K | $15.0M | $16.3M | 4.60% | +300 | 2026-06-30 |
| 8 | AGM/A | Federal Agric Mtg Corp | 102.0K | $15.0M | $15.0M | 4.24% | -250 | 2026-06-30 |
| 9 | COHR | Coherent Corp. | 35.5K | $14.0M | $8.2M | 2.33% | +7.5K | 2026-06-30 |
| 10 | TSLA | Tesla, Inc. | 32.5K | $13.7M | $12.0M | 3.38% | -- | 2026-06-30 |
| 11 | JPM | JP Morgan Chase & Co | 41.8K | $13.7M | $13.9M | 3.93% | -4,250 | 2026-06-30 |
| 12 | PLTR | Palantir Technologies Inc. | 107.5K | $12.5M | $20.9M | 5.90% | +22.0K | 2026-06-30 |
| 13 | PK | Park Hotels & Resorts Inc. | 830.0K | $11.8M | $13.4M | 3.78% | -52,500 | 2026-06-30 |
| 14 | BRK-A | Berkshire Hathaway Inc. Class A | 14 | $10.5M | $10.5M | 2.96% | -1 | 2026-06-30 |
| 15 | EWBC | East West Bancorp, Inc. | 72.5K | $9.4M | $9.1M | 2.57% | -15,000 | 2026-06-30 |
| 16 | KKR | KKR & Co. LP | 100.0K | $9.2M | $8.7M | 2.46% | -- | 2026-06-30 |
| 17 | CRCL | Circle Internet Group, Inc. | 83.0K | $5.2M | $6.8M | 1.91% | +20.5K | 2026-06-30 |
| 18 | SOLS | Solstice Advanced Materials Inc. | 44.0K | $3.9M | $2.7M | 0.75% | -51,000 | 2026-06-30 |
| 19 | FNMA | Federal National Mortgage Association | 423.0K | $2.8M | $2.8M | 0.78% | +93.5K | 2026-06-30 |
| 20 | AGM | Federal Agric Mtg Corp | 11.0K | $2.2M | $2.2M | 0.62% | -4,750 | 2026-06-30 |
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