Filed: 5/12/2026ACC: 0001351431-26-000003
📋 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 $301.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$301.11M
Total AUM (reported)
2.55M
Total Shares
Allocation by class
COM$220.96M73.4%
CLA$44.70M14.8%
ADS$33.12M11.0%
CLC$2.34M0.8%
Portfolio Concentration
Top 3$123.99M41.2%
4–10$101.79M33.8%
11–25$75.34M25.0%
Top 3 weight
41.2%
Top 10 weight
75.0%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Sole
Full voting authority
2.55M
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.
SOLEShares376K
TypeSH
Market value$65.57M
21.78%
Sole
376K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares98K
TypeSH
Market value$33.12M
11.00%
Sole
98K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares27.50K
TypeSH
Market value$25.29M
8.40%
Sole
27.50K
Shared
0.00
None
0.00
Amazon
SOLEShares98.25K
TypeSH
Market value$20.46M
6.80%
Sole
98.25K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares8.55K
TypeSH
Market value$14.78M
4.91%
Sole
8.55K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares17K
TypeSH
Market value$14.38M
4.78%
Sole
17K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares55K
TypeSH
Market value$13.96M
4.64%
Sole
55K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares46K
TypeSH
Market value$13.53M
4.49%
Sole
46K
Shared
0.00
None
0.00
Palantir Technologies Inc.
SOLEShares85.50K
TypeSH
Market value$12.51M
4.15%
Sole
85.50K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares102.25K
TypeSH
Market value$12.17M
4.04%
Sole
102.25K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares32.50K
TypeSH
Market value$12.08M
4.01%
Sole
32.50K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares15.00
TypeSH
Market value$10.77M
3.58%
Sole
15.00
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares87.50K
TypeSH
Market value$9.34M
3.10%
Sole
87.50K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares882.50K
TypeSH
Market value$9.29M
3.09%
Sole
882.50K
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares100K
TypeSH
Market value$9.25M
3.07%
Sole
100K
Shared
0.00
None
0.00
Solstice Advanced Materials Inc.
SOLEShares95K
TypeSH
Market value$7.24M
2.40%
Sole
95K
Shared
0.00
None
0.00
Coherent Corp.
SOLEShares28K
TypeSH
Market value$6.67M
2.22%
Sole
28K
Shared
0.00
None
0.00
Circle Internet Group, Inc.
SOLEShares62.50K
TypeSH
Market value$5.96M
1.98%
Sole
62.50K
Shared
0.00
None
0.00
Federal National Mortgage Association
SOLEShares329.50K
TypeSH
Market value$2.39M
0.79%
Sole
329.50K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares15.75K
TypeSH
Market value$2.34M
0.78%
Sole
15.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 376K | SH | $65.57M 21.78% | 376K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 98K | SH | $33.12M 11.00% | 98K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 27.50K | SH | $25.29M 8.40% | 27.50K | 0.00 | 0.00 |
AmazonSOLE | COM | 98.25K | SH | $20.46M 6.80% | 98.25K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 8.55K | SH | $14.78M 4.91% | 8.55K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 17K | SH | $14.38M 4.78% | 17K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 55K | SH | $13.96M 4.64% | 55K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 46K | SH | $13.53M 4.49% | 46K | 0.00 | 0.00 |
Palantir Technologies Inc.SOLE | CLA | 85.50K | SH | $12.51M 4.15% | 85.50K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 102.25K | SH | $12.17M 4.04% | 102.25K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 32.50K | SH | $12.08M 4.01% | 32.50K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 15.00 | SH | $10.77M 3.58% | 15.00 | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 87.50K | SH | $9.34M 3.10% | 87.50K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 882.50K | SH | $9.29M 3.09% | 882.50K | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 100K | SH | $9.25M 3.07% | 100K | 0.00 | 0.00 |
Solstice Advanced Materials Inc.SOLE | COM | 95K | SH | $7.24M 2.40% | 95K | 0.00 | 0.00 |
Coherent Corp.SOLE | COM | 28K | SH | $6.67M 2.22% | 28K | 0.00 | 0.00 |
Circle Internet Group, Inc.SOLE | COM | 62.50K | SH | $5.96M 1.98% | 62.50K | 0.00 | 0.00 |
Federal National Mortgage AssociationSOLE | COM | 329.50K | SH | $2.39M 0.79% | 329.50K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 15.75K | SH | $2.34M 0.78% | 15.75K | 0.00 | 0.00 |