Filed: 8/6/2025ACC: 0001351431-25-000004
📋 What this filing means
MATTHEW 25 MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $311.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$311.16M
Total AUM (reported)
1.83M
Total Shares
Allocation by class
COM$234.42M75.3%
CLA$40.73M13.1%
SHS$15.72M5.1%
ADS$14.27M4.6%
CLC$6.02M1.9%
Portfolio Concentration
Top 3$138.04M44.4%
4–10$100.70M32.4%
11–25$72.42M23.3%
Top 3 weight
44.4%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 1.83M
Sole
Full voting authority
1.83M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
Nvidia Corp.
SOLEShares452.50K
TypeSH
Market value$71.49M
22.98%
Sole
452.50K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares13.50K
TypeSH
Market value$35.28M
11.34%
Sole
13.50K
Shared
0.00
None
0.00
Amazon
SOLEShares142.50K
TypeSH
Market value$31.26M
10.05%
Sole
142.50K
Shared
0.00
None
0.00
Flutter Entertainment PLC
SOLEShares55K
TypeSH
Market value$15.72M
5.05%
Sole
55K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares22K
TypeSH
Market value$15.57M
5.00%
Sole
22K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares52K
TypeSH
Market value$15.08M
4.84%
Sole
52K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares63K
TypeSH
Market value$14.27M
4.59%
Sole
63K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares44K
TypeSH
Market value$13.98M
4.49%
Sole
44K
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares100K
TypeSH
Market value$13.30M
4.28%
Sole
100K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares89.78K
TypeSH
Market value$12.79M
4.11%
Sole
89.78K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares61.50K
TypeSH
Market value$12.62M
4.06%
Sole
61.50K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares17.00
TypeSH
Market value$12.39M
3.98%
Sole
17.00
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares120K
TypeSH
Market value$12.12M
3.89%
Sole
120K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares45K
TypeSH
Market value$10.23M
3.29%
Sole
45K
Shared
0.00
None
0.00
Interface, Inc.
SOLEShares425K
TypeSH
Market value$8.90M
2.86%
Sole
425K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares31K
TypeSH
Market value$6.02M
1.94%
Sole
31K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares7.25K
TypeSH
Market value$5.65M
1.82%
Sole
7.25K
Shared
0.00
None
0.00
Mastercard Inc.
SOLEShares4K
TypeSH
Market value$2.25M
0.72%
Sole
4K
Shared
0.00
None
0.00
Huntington Ingalls Industries, Inc.
SOLEShares5K
TypeSH
Market value$1.21M
0.39%
Sole
5K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares101.50K
TypeSH
Market value$1.04M
0.33%
Sole
101.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 452.50K | SH | $71.49M 22.98% | 452.50K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 13.50K | SH | $35.28M 11.34% | 13.50K | 0.00 | 0.00 |
AmazonSOLE | COM | 142.50K | SH | $31.26M 10.05% | 142.50K | 0.00 | 0.00 |
Flutter Entertainment PLCSOLE | SHS | 55K | SH | $15.72M 5.05% | 55K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 22K | SH | $15.57M 5.00% | 22K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 52K | SH | $15.08M 4.84% | 52K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 63K | SH | $14.27M 4.59% | 63K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 44K | SH | $13.98M 4.49% | 44K | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 100K | SH | $13.30M 4.28% | 100K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 89.78K | SH | $12.79M 4.11% | 89.78K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 61.50K | SH | $12.62M 4.06% | 61.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 17.00 | SH | $12.39M 3.98% | 17.00 | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 120K | SH | $12.12M 3.89% | 120K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 45K | SH | $10.23M 3.29% | 45K | 0.00 | 0.00 |
Interface, Inc.SOLE | COM | 425K | SH | $8.90M 2.86% | 425K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 31K | SH | $6.02M 1.94% | 31K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 7.25K | SH | $5.65M 1.82% | 7.25K | 0.00 | 0.00 |
Mastercard Inc.SOLE | CLA | 4K | SH | $2.25M 0.72% | 4K | 0.00 | 0.00 |
Huntington Ingalls Industries, Inc.SOLE | COM | 5K | SH | $1.21M 0.39% | 5K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 101.50K | SH | $1.04M 0.33% | 101.50K | 0.00 | 0.00 |