Filed: 11/13/2025ACC: 0001351431-25-000008
📋 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 $324.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$324.71M
Total AUM (reported)
1.96M
Total Shares
Allocation by class
COM$249.52M76.8%
CLA$37.71M11.6%
ADS$19.13M5.9%
SHS$15.49M4.8%
CLC$2.86M0.9%
Portfolio Concentration
Top 3$143.67M44.2%
4–10$111.13M34.2%
11–25$69.92M21.5%
Top 3 weight
44.2%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 1.96M
Sole
Full voting authority
1.96M
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.
SOLEShares438K
TypeSH
Market value$81.72M
25.17%
Sole
438K
Shared
0.00
None
0.00
Amazon
SOLEShares143.75K
TypeSH
Market value$31.56M
9.72%
Sole
143.75K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares13K
TypeSH
Market value$30.38M
9.36%
Sole
13K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares68.50K
TypeSH
Market value$19.13M
5.89%
Sole
68.50K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares36.70K
TypeSH
Market value$16.32M
5.03%
Sole
36.70K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares20K
TypeSH
Market value$15.93M
4.91%
Sole
20K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares50K
TypeSH
Market value$15.77M
4.86%
Sole
50K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares61.50K
TypeSH
Market value$15.66M
4.82%
Sole
61.50K
Shared
0.00
None
0.00
Flutter Entertainment PLC
SOLEShares61K
TypeSH
Market value$15.49M
4.77%
Sole
61K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares17.00
TypeSH
Market value$12.82M
3.95%
Sole
17.00
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares98K
TypeSH
Market value$12.74M
3.92%
Sole
98K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares97.99K
TypeSH
Market value$12.15M
3.74%
Sole
97.99K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares15.50K
TypeSH
Market value$11.83M
3.64%
Sole
15.50K
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares107.50K
TypeSH
Market value$11.44M
3.52%
Sole
107.50K
Shared
0.00
None
0.00
Interface, Inc.
SOLEShares225K
TypeSH
Market value$6.51M
2.01%
Sole
225K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares475K
TypeSH
Market value$5.26M
1.62%
Sole
475K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares22K
TypeSH
Market value$5.19M
1.60%
Sole
22K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares17K
TypeSH
Market value$2.86M
0.88%
Sole
17K
Shared
0.00
None
0.00
Huntington Ingalls Industries, Inc.
SOLEShares6.75K
TypeSH
Market value$1.94M
0.60%
Sole
6.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 438K | SH | $81.72M 25.17% | 438K | 0.00 | 0.00 |
AmazonSOLE | COM | 143.75K | SH | $31.56M 9.72% | 143.75K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 13K | SH | $30.38M 9.36% | 13K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 68.50K | SH | $19.13M 5.89% | 68.50K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 36.70K | SH | $16.32M 5.03% | 36.70K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 20K | SH | $15.93M 4.91% | 20K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 50K | SH | $15.77M 4.86% | 50K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 61.50K | SH | $15.66M 4.82% | 61.50K | 0.00 | 0.00 |
Flutter Entertainment PLCSOLE | SHS | 61K | SH | $15.49M 4.77% | 61K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 17.00 | SH | $12.82M 3.95% | 17.00 | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 98K | SH | $12.74M 3.92% | 98K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 97.99K | SH | $12.15M 3.74% | 97.99K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 15.50K | SH | $11.83M 3.64% | 15.50K | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 107.50K | SH | $11.44M 3.52% | 107.50K | 0.00 | 0.00 |
Interface, Inc.SOLE | COM | 225K | SH | $6.51M 2.01% | 225K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 475K | SH | $5.26M 1.62% | 475K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 22K | SH | $5.19M 1.60% | 22K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 17K | SH | $2.86M 0.88% | 17K | 0.00 | 0.00 |
Huntington Ingalls Industries, Inc.SOLE | COM | 6.75K | SH | $1.94M 0.60% | 6.75K | 0.00 | 0.00 |