Matthew 25 Management Corp
An institutional investment manager in AMBLER, PA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1351431.
- Reported value$345.5m
- Positions20
Holdings: 20 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Nvidia Corp.NVDA | COM | 67066G104 | 76.1 | 22.0% | 380,500 | Added+4,500 | |
| Taiwan Semiconductor Manufacturing Co LtdTSM | ADS | 874039100 | 47.3 | 13.7% | 99,000 | Added+1,000 | |
| Eli Lilly & CoLLY | COM | 532457108 | 29.4 | 8.5% | 24,500 | Reduced−3,000 | |
| AmazonAMZN | COM | 023135106 | 23.2 | 6.7% | 97,500 | Reduced−750 | |
| Apple, Inc.AAPL | COM | 037833100 | 15.5 | 4.5% | 53,500 | Reduced−1,500 | |
| Goldman Sachs Group, Inc.GS | COM | 38141G104 | 15.2 | 4.4% | 15,000 | Reduced−2,000 | |
| Mercadolibre IncMELI | COM | 58733R102 | 15.0 | 4.3% | 8,850 | Added+300 | |
| Federal Agric Mtg CorpAGM | CLA | 313148108 | 15.0 | 4.3% | 102,000 | Reduced−250 | |
| Coherent Corp.COHR | COM | 19247G107 | 14.0 | 4.1% | 35,500 | Added+7,500 | |
| Tesla, Inc.TSLA | COM | 88160R101 | 13.7 | 4.0% | 32,500 | Unchanged | |
| JP Morgan Chase & CoJPM | COM | 46625H100 | 13.7 | 4.0% | 41,750 | Reduced−4,250 | |
| Palantir Technologies Inc.PLTR | CLA | 69608A108 | 12.5 | 3.6% | 107,500 | Added+22,000 | |
| Park Hotels & Resorts Inc.PK | COM | 700517105 | 11.8 | 3.4% | 830,000 | Reduced−52,500 | |
| Berkshire Hathaway Inc. Class ABRK-B | CLA | 084670108 | 10.5 | 3.0% | 14 | Reduced−1 | |
| East West Bancorp, Inc.EWBC | COM | 27579R104 | 9.4 | 2.7% | 72,500 | Reduced−15,000 | |
| KKR & Co. LPKKR | CLA | 48251W104 | 9.2 | 2.7% | 100,000 | Unchanged | |
| Circle Internet Group, Inc.CRCL | COM | 172573107 | 5.2 | 1.5% | 83,000 | Added+20,500 | |
| Solstice Advanced Materials Inc.SOLS | COM | 83443Q103 | 3.9 | 1.1% | 44,000 | Reduced−51,000 | |
| Federal National Mortgage AssociationFNMA | COM | 313586109 | 2.8 | 0.8% | 423,000 | Added+93,500 | |
| Federal Agric Mtg CorpAGM | CLC | 313148306 | 2.2 | 0.6% | 11,000 | Reduced−4,750 |
Source: SEC EDGAR, Form 13F-HR, accession 0001351431-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.