Matthew 25 Management Corp
20 holdingsFiling period: 2026-03-31Current AUM: $341.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | 376.0K | $65.6M | $75.5M | 22.11% | -49,000 | 2026-03-31 |
| 2 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 98.0K | $33.1M | $39.6M | 11.61% | -1,000 | 2026-03-31 |
| 3 | LLY | Eli Lilly & Co | 27.5K | $25.3M | $31.6M | 9.26% | +2.0K | 2026-03-31 |
| 4 | AMZN | Amazon | 98.3K | $20.5M | $26.7M | 7.82% | -24,250 | 2026-03-31 |
| 5 | MELI | Mercadolibre Inc | 8.6K | $14.8M | $16.1M | 4.70% | +925 | 2026-03-31 |
| 6 | GS | Goldman Sachs Group, Inc. | 17.0K | $14.4M | $17.3M | 5.07% | -500 | 2026-03-31 |
| 7 | AAPL | Apple, Inc. | 55.0K | $14.0M | $17.0M | 4.98% | -2,500 | 2026-03-31 |
| 8 | JPM | JP Morgan Chase & Co | 46.0K | $13.5M | $16.2M | 4.74% | -500 | 2026-03-31 |
| 9 | PLTR | Palantir Technologies Inc. | 85.5K | $12.5M | $10.5M | 3.08% | -- | 2026-03-31 |
| 10 | AGM/A | Federal Agric Mtg Corp | 102.3K | $12.2M | $12.2M | 3.56% | +3.8K | 2026-03-31 |
| 11 | TSLA | Tesla, Inc. | 32.5K | $12.1M | $10.1M | 2.96% | -1,000 | 2026-03-31 |
| 12 | BRK-A | Berkshire Hathaway Inc. Class A | 15 | $10.8M | $10.8M | 3.16% | -- | 2026-03-31 |
| 13 | EWBC | East West Bancorp, Inc. | 87.5K | $9.3M | $11.5M | 3.36% | -12,500 | 2026-03-31 |
| 14 | PK | Park Hotels & Resorts Inc. | 882.5K | $9.3M | $13.3M | 3.89% | +117.5K | 2026-03-31 |
| 15 | KKR | KKR & Co. LP | 100.0K | $9.3M | $10.1M | 2.97% | -1,500 | 2026-03-31 |
| 16 | SOLS | Solstice Advanced Materials Inc. | 95.0K | $7.2M | $5.7M | 1.67% | -6,000 | 2026-03-31 |
| 17 | COHR | Coherent Corp. | 28.0K | $6.7M | $7.4M | 2.16% | -- | 2026-03-31 |
| 18 | CRCL | Circle Internet Group, Inc. | 62.5K | $6.0M | $3.9M | 1.15% | -12,500 | 2026-03-31 |
| 19 | FNMA | Federal National Mortgage Association | 329.5K | $2.4M | $2.4M | 0.70% | +321.5K | 2026-03-31 |
| 20 | AGM | Federal Agric Mtg Corp | 15.8K | $2.3M | $3.6M | 1.05% | -1,250 | 2026-03-31 |
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