Filed: 5/14/2025ACC: 0001351431-25-000003
📋 What this filing means
MATTHEW 25 MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $271.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$271.34M
Total AUM (reported)
3.11M
Total Shares
Allocation by class
COM$201.79M74.4%
CLA$40.08M14.8%
SHS$12.96M4.8%
CLC$10.31M3.8%
ADS$3.32M1.2%
ADR$2.88M1.1%
Portfolio Concentration
Top 3$102.42M37.7%
4–10$92.92M34.2%
11–25$75.99M28.0%
Top 3 weight
37.7%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 3.11M
Sole
Full voting authority
3.11M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
Nvidia Corp.
SOLEShares438.50K
TypeSH
Market value$47.52M
17.51%
Sole
438.50K
Shared
0.00
None
0.00
Amazon
SOLEShares145K
TypeSH
Market value$27.59M
10.17%
Sole
145K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares14K
TypeSH
Market value$27.31M
10.07%
Sole
14K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares61.50K
TypeSH
Market value$13.66M
5.03%
Sole
61.50K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares17.00
TypeSH
Market value$13.57M
5.00%
Sole
17.00
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares55K
TypeSH
Market value$13.49M
4.97%
Sole
55K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares1.23M
TypeSH
Market value$13.16M
4.85%
Sole
1.23M
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares24K
TypeSH
Market value$13.11M
4.83%
Sole
24K
Shared
0.00
None
0.00
Flutter Entertainment PLC
SOLEShares58.50K
TypeSH
Market value$12.96M
4.78%
Sole
58.50K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares50K
TypeSH
Market value$12.96M
4.78%
Sole
50K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares83.40K
TypeSH
Market value$11.93M
4.40%
Sole
83.40K
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares100K
TypeSH
Market value$11.56M
4.26%
Sole
100K
Shared
0.00
None
0.00
Interface, Inc.
SOLEShares555K
TypeSH
Market value$11.01M
4.06%
Sole
555K
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares122.50K
TypeSH
Market value$11.00M
4.05%
Sole
122.50K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares45K
TypeSH
Market value$10.97M
4.04%
Sole
45K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares55K
TypeSH
Market value$10.31M
3.80%
Sole
55K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares20K
TypeSH
Market value$3.32M
1.22%
Sole
20K
Shared
0.00
None
0.00
Mastercard Inc.
SOLEShares5.50K
TypeSH
Market value$3.01M
1.11%
Sole
5.50K
Shared
0.00
None
0.00
Novo Nordisk A S
SOLEShares41.50K
TypeSH
Market value$2.88M
1.06%
Sole
41.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 438.50K | SH | $47.52M 17.51% | 438.50K | 0.00 | 0.00 |
AmazonSOLE | COM | 145K | SH | $27.59M 10.17% | 145K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 14K | SH | $27.31M 10.07% | 14K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 61.50K | SH | $13.66M 5.03% | 61.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 17.00 | SH | $13.57M 5.00% | 17.00 | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 55K | SH | $13.49M 4.97% | 55K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 1.23M | SH | $13.16M 4.85% | 1.23M | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 24K | SH | $13.11M 4.83% | 24K | 0.00 | 0.00 |
Flutter Entertainment PLCSOLE | SHS | 58.50K | SH | $12.96M 4.78% | 58.50K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 50K | SH | $12.96M 4.78% | 50K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 83.40K | SH | $11.93M 4.40% | 83.40K | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 100K | SH | $11.56M 4.26% | 100K | 0.00 | 0.00 |
Interface, Inc.SOLE | COM | 555K | SH | $11.01M 4.06% | 555K | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 122.50K | SH | $11.00M 4.05% | 122.50K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 45K | SH | $10.97M 4.04% | 45K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 55K | SH | $10.31M 3.80% | 55K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 20K | SH | $3.32M 1.22% | 20K | 0.00 | 0.00 |
Mastercard Inc.SOLE | CLA | 5.50K | SH | $3.01M 1.11% | 5.50K | 0.00 | 0.00 |
Novo Nordisk A SSOLE | ADR | 41.50K | SH | $2.88M 1.06% | 41.50K | 0.00 | 0.00 |