Filed: 2/3/2026ACC: 0001351431-26-000002
📋 What this filing means
MATTHEW 25 MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $327.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$327.00M
Total AUM (reported)
2.33M
Total Shares
Allocation by class
COM$256.43M78.4%
CLA$37.51M11.5%
ADS$30.09M9.2%
CLC$2.98M0.9%
Portfolio Concentration
Top 3$137.62M42.1%
4–10$117.07M35.8%
11–25$72.31M22.1%
Top 3 weight
42.1%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Sole
Full voting authority
2.33M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
Nvidia Corp.
SOLEShares425K
TypeSH
Market value$79.26M
24.24%
Sole
425K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares99K
TypeSH
Market value$30.09M
9.20%
Sole
99K
Shared
0.00
None
0.00
Amazon
SOLEShares122.50K
TypeSH
Market value$28.28M
8.65%
Sole
122.50K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares25.50K
TypeSH
Market value$27.40M
8.38%
Sole
25.50K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares57.50K
TypeSH
Market value$15.63M
4.78%
Sole
57.50K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares17.50K
TypeSH
Market value$15.38M
4.70%
Sole
17.50K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares7.63K
TypeSH
Market value$15.36M
4.70%
Sole
7.63K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares33.50K
TypeSH
Market value$15.07M
4.61%
Sole
33.50K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares46.50K
TypeSH
Market value$14.98M
4.58%
Sole
46.50K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares98.48K
TypeSH
Market value$13.25M
4.05%
Sole
98.48K
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares101.50K
TypeSH
Market value$12.94M
3.96%
Sole
101.50K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares15.00
TypeSH
Market value$11.32M
3.46%
Sole
15.00
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares100K
TypeSH
Market value$11.24M
3.44%
Sole
100K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares765K
TypeSH
Market value$8.00M
2.45%
Sole
765K
Shared
0.00
None
0.00
Circle Internet Group, Inc.
SOLEShares75K
TypeSH
Market value$5.95M
1.82%
Sole
75K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares20K
TypeSH
Market value$5.78M
1.77%
Sole
20K
Shared
0.00
None
0.00
Interface, Inc.
SOLEShares180K
TypeSH
Market value$5.03M
1.54%
Sole
180K
Shared
0.00
None
0.00
Solstice Advanced Materials Inc.
SOLEShares101K
TypeSH
Market value$4.91M
1.50%
Sole
101K
Shared
0.00
None
0.00
Nucor Corp
SOLEShares25K
TypeSH
Market value$4.08M
1.25%
Sole
25K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares17K
TypeSH
Market value$2.98M
0.91%
Sole
17K
Shared
0.00
None
0.00
Federal National Mortgage Association
SOLEShares8K
TypeSH
Market value$85.8K
0.03%
Sole
8K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 425K | SH | $79.26M 24.24% | 425K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 99K | SH | $30.09M 9.20% | 99K | 0.00 | 0.00 |
AmazonSOLE | COM | 122.50K | SH | $28.28M 8.65% | 122.50K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 25.50K | SH | $27.40M 8.38% | 25.50K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 57.50K | SH | $15.63M 4.78% | 57.50K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 17.50K | SH | $15.38M 4.70% | 17.50K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 7.63K | SH | $15.36M 4.70% | 7.63K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 33.50K | SH | $15.07M 4.61% | 33.50K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 46.50K | SH | $14.98M 4.58% | 46.50K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 98.48K | SH | $13.25M 4.05% | 98.48K | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 101.50K | SH | $12.94M 3.96% | 101.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 15.00 | SH | $11.32M 3.46% | 15.00 | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 100K | SH | $11.24M 3.44% | 100K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 765K | SH | $8.00M 2.45% | 765K | 0.00 | 0.00 |
Circle Internet Group, Inc.SOLE | COM | 75K | SH | $5.95M 1.82% | 75K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 20K | SH | $5.78M 1.77% | 20K | 0.00 | 0.00 |
Interface, Inc.SOLE | COM | 180K | SH | $5.03M 1.54% | 180K | 0.00 | 0.00 |
Solstice Advanced Materials Inc.SOLE | COM | 101K | SH | $4.91M 1.50% | 101K | 0.00 | 0.00 |
Nucor CorpSOLE | COM | 25K | SH | $4.08M 1.25% | 25K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 17K | SH | $2.98M 0.91% | 17K | 0.00 | 0.00 |
Federal National Mortgage AssociationSOLE | COM | 8K | SH | $85.8K 0.03% | 8K | 0.00 | 0.00 |