# Matthew 25 Management Corp: Form 13F holdings

An institutional investment manager in AMBLER, PA. SEC CIK 1351431.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $345.5m
- Positions: 20 (20 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1351431/000135143126000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Nvidia Corp. (NVDA)](/companies/nvda.md) | COM | $76.1m | 22.0% | 380,500 |  | Added +4,500 |
| [Taiwan Semiconductor Manufacturing Co Ltd (TSM)](/companies/tsm.md) | ADS | $47.3m | 13.7% | 99,000 |  | Added +1,000 |
| [Eli Lilly & Co (LLY)](/companies/lly.md) | COM | $29.4m | 8.5% | 24,500 |  | Reduced −3,000 |
| [Amazon (AMZN)](/companies/amzn.md) | COM | $23.2m | 6.7% | 97,500 |  | Reduced −750 |
| [Apple, Inc. (AAPL)](/companies/aapl.md) | COM | $15.5m | 4.5% | 53,500 |  | Reduced −1,500 |
| [Goldman Sachs Group, Inc. (GS)](/companies/gs.md) | COM | $15.2m | 4.4% | 15,000 |  | Reduced −2,000 |
| [Mercadolibre Inc (MELI)](/companies/meli.md) | COM | $15.0m | 4.3% | 8,850 |  | Added +300 |
| [Federal Agric Mtg Corp (AGM)](/companies/agm.md) | CLA | $15.0m | 4.3% | 102,000 |  | Reduced −250 |
| [Coherent Corp. (COHR)](/companies/cohr.md) | COM | $14.0m | 4.1% | 35,500 |  | Added +7,500 |
| [Tesla, Inc. (TSLA)](/companies/tsla.md) | COM | $13.7m | 4.0% | 32,500 |  | Unchanged |
| [JP Morgan Chase & Co (JPM)](/companies/jpm.md) | COM | $13.7m | 4.0% | 41,750 |  | Reduced −4,250 |
| [Palantir Technologies Inc. (PLTR)](/companies/pltr.md) | CLA | $12.5m | 3.6% | 107,500 |  | Added +22,000 |
| [Park Hotels & Resorts Inc. (PK)](/companies/pk.md) | COM | $11.8m | 3.4% | 830,000 |  | Reduced −52,500 |
| [Berkshire Hathaway Inc. Class A (BRK-B)](/companies/brk-b.md) | CLA | $10.5m | 3.0% | 14 |  | Reduced −1 |
| [East West Bancorp, Inc. (EWBC)](/companies/ewbc.md) | COM | $9.4m | 2.7% | 72,500 |  | Reduced −15,000 |
| [KKR & Co. LP (KKR)](/companies/kkr.md) | CLA | $9.2m | 2.7% | 100,000 |  | Unchanged |
| [Circle Internet Group, Inc. (CRCL)](/companies/crcl.md) | COM | $5.2m | 1.5% | 83,000 |  | Added +20,500 |
| [Solstice Advanced Materials Inc. (SOLS)](/companies/sols.md) | COM | $3.9m | 1.1% | 44,000 |  | Reduced −51,000 |
| [Federal National Mortgage Association (FNMA)](/companies/fnma.md) | COM | $2.8m | 0.8% | 423,000 |  | Added +93,500 |
| [Federal Agric Mtg Corp (AGM)](/companies/agm.md) | CLC | $2.2m | 0.6% | 11,000 |  | Reduced −4,750 |

Source: SEC EDGAR, Form 13F-HR, accession 0001351431-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.