Filed: 8/14/2026ACC: 0001351431-26-000004
📋 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 $345.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$345.48M
Total AUM (reported)
2.56M
Total Shares
Allocation by class
COM$248.81M72.0%
ADS$47.28M13.7%
CLA$47.20M13.7%
CLC$2.19M0.6%
Portfolio Concentration
Top 3$152.80M44.2%
4–10$111.58M32.3%
11–25$81.10M23.5%
Top 3 weight
44.2%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Sole
Full voting authority
2.56M
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.
SOLEShares380.50K
TypeSH
Market value$76.13M
22.04%
Sole
380.50K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Co Ltd
SOLEShares99K
TypeSH
Market value$47.28M
13.69%
Sole
99K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares24.50K
TypeSH
Market value$29.39M
8.51%
Sole
24.50K
Shared
0.00
None
0.00
Amazon
SOLEShares97.50K
TypeSH
Market value$23.24M
6.73%
Sole
97.50K
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares53.50K
TypeSH
Market value$15.48M
4.48%
Sole
53.50K
Shared
0.00
None
0.00
Goldman Sachs Group, Inc.
SOLEShares15K
TypeSH
Market value$15.17M
4.39%
Sole
15K
Shared
0.00
None
0.00
Mercadolibre Inc
SOLEShares8.85K
TypeSH
Market value$15.02M
4.35%
Sole
8.85K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares102K
TypeSH
Market value$15.00M
4.34%
Sole
102K
Shared
0.00
None
0.00
Coherent Corp.
SOLEShares35.50K
TypeSH
Market value$14.00M
4.05%
Sole
35.50K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares32.50K
TypeSH
Market value$13.67M
3.96%
Sole
32.50K
Shared
0.00
None
0.00
JP Morgan Chase & Co
SOLEShares41.75K
TypeSH
Market value$13.67M
3.96%
Sole
41.75K
Shared
0.00
None
0.00
Palantir Technologies Inc.
SOLEShares107.50K
TypeSH
Market value$12.54M
3.63%
Sole
107.50K
Shared
0.00
None
0.00
Park Hotels & Resorts Inc.
SOLEShares830K
TypeSH
Market value$11.83M
3.42%
Sole
830K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class A
SOLEShares14.00
TypeSH
Market value$10.48M
3.03%
Sole
14.00
Shared
0.00
None
0.00
East West Bancorp, Inc.
SOLEShares72.50K
TypeSH
Market value$9.36M
2.71%
Sole
72.50K
Shared
0.00
None
0.00
KKR & Co. LP
SOLEShares100K
TypeSH
Market value$9.18M
2.66%
Sole
100K
Shared
0.00
None
0.00
Circle Internet Group, Inc.
SOLEShares83K
TypeSH
Market value$5.20M
1.50%
Sole
83K
Shared
0.00
None
0.00
Solstice Advanced Materials Inc.
SOLEShares44K
TypeSH
Market value$3.90M
1.13%
Sole
44K
Shared
0.00
None
0.00
Federal National Mortgage Association
SOLEShares423K
TypeSH
Market value$2.75M
0.80%
Sole
423K
Shared
0.00
None
0.00
Federal Agric Mtg Corp
SOLEShares11K
TypeSH
Market value$2.19M
0.63%
Sole
11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp.SOLE | COM | 380.50K | SH | $76.13M 22.04% | 380.50K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | ADS | 99K | SH | $47.28M 13.69% | 99K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 24.50K | SH | $29.39M 8.51% | 24.50K | 0.00 | 0.00 |
AmazonSOLE | COM | 97.50K | SH | $23.24M 6.73% | 97.50K | 0.00 | 0.00 |
Apple, Inc.SOLE | COM | 53.50K | SH | $15.48M 4.48% | 53.50K | 0.00 | 0.00 |
Goldman Sachs Group, Inc.SOLE | COM | 15K | SH | $15.17M 4.39% | 15K | 0.00 | 0.00 |
Mercadolibre IncSOLE | COM | 8.85K | SH | $15.02M 4.35% | 8.85K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLA | 102K | SH | $15.00M 4.34% | 102K | 0.00 | 0.00 |
Coherent Corp.SOLE | COM | 35.50K | SH | $14.00M 4.05% | 35.50K | 0.00 | 0.00 |
Tesla, Inc.SOLE | COM | 32.50K | SH | $13.67M 3.96% | 32.50K | 0.00 | 0.00 |
JP Morgan Chase & CoSOLE | COM | 41.75K | SH | $13.67M 3.96% | 41.75K | 0.00 | 0.00 |
Palantir Technologies Inc.SOLE | CLA | 107.50K | SH | $12.54M 3.63% | 107.50K | 0.00 | 0.00 |
Park Hotels & Resorts Inc.SOLE | COM | 830K | SH | $11.83M 3.42% | 830K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class ASOLE | CLA | 14.00 | SH | $10.48M 3.03% | 14.00 | 0.00 | 0.00 |
East West Bancorp, Inc.SOLE | COM | 72.50K | SH | $9.36M 2.71% | 72.50K | 0.00 | 0.00 |
KKR & Co. LPSOLE | CLA | 100K | SH | $9.18M 2.66% | 100K | 0.00 | 0.00 |
Circle Internet Group, Inc.SOLE | COM | 83K | SH | $5.20M 1.50% | 83K | 0.00 | 0.00 |
Solstice Advanced Materials Inc.SOLE | COM | 44K | SH | $3.90M 1.13% | 44K | 0.00 | 0.00 |
Federal National Mortgage AssociationSOLE | COM | 423K | SH | $2.75M 0.80% | 423K | 0.00 | 0.00 |
Federal Agric Mtg CorpSOLE | CLC | 11K | SH | $2.19M 0.63% | 11K | 0.00 | 0.00 |