Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Matthew 25 Management Corp (CIK 1351431) reported $301.1M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($65.6M, 21.78%), TSM ($33.1M, 11.00%), LLY ($25.3M, 8.40%), AMZN ($20.5M, 6.80%), MELI ($14.8M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | $65.6M | 21.78% | 376,000 | Trimmed |
| 2 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $33.1M | 11.00% | 98,000 | Trimmed |
| 3 | LLY | Eli Lilly & Co | $25.3M | 8.40% | 27,500 | Added |
| 4 | AMZN | Amazon | $20.5M | 6.80% | 98,250 | Trimmed |
| 5 | MELI | Mercadolibre Inc | $14.8M | 4.91% | 8,550 | Added |
| 6 | GS | Goldman Sachs Group, Inc. | $14.4M | 4.78% | 17,000 | Trimmed |
| 7 | AAPL | Apple, Inc. | $14.0M | 4.64% | 55,000 | Trimmed |
| 8 | JPM | JP Morgan Chase & Co | $13.5M | 4.49% | 46,000 | Trimmed |
| 9 | PLTR | Palantir Technologies Inc. | $12.5M | 4.15% | 85,500 | New |
| 10 | AGM.A | Federal Agric Mtg Corp | $12.2M | 4.04% | 102,250 | Added |
| 11 | TSLA | Tesla, Inc. | $12.1M | 4.01% | 32,500 | Trimmed |
| 12 | BRK/A | Berkshire Hathaway Inc. Class A | $10.8M | 3.58% | 15 | Hold |
| 13 | EWBC | East West Bancorp, Inc. | $9.3M | 3.10% | 87,500 | Trimmed |
| 14 | PK | Park Hotels & Resorts Inc. | $9.3M | 3.09% | 882,500 | Added |
| 15 | KKR | KKR & Co. LP | $9.2M | 3.07% | 100,000 | Trimmed |
| 16 | Solstice Advanced Materials Inc. | $7.2M | 2.40% | 95,000 | Trimmed | |
| 17 | COHR | Coherent Corp. | $6.7M | 2.22% | 28,000 | New |
| 18 | CRCL | Circle Internet Group, Inc. | $6.0M | 1.98% | 62,500 | Trimmed |
| 19 | FNMA | Federal National Mortgage Association | $2.4M | 0.79% | 329,500 | Added |
| 20 | AGM | Federal Agric Mtg Corp | $2.3M | 0.78% | 15,750 | Trimmed |
| 21 | FDX | FedEx Corporation | $0 | 0.00% | 0 | Exited |
| 22 | TILE | Interface, Inc. | $0 | 0.00% | 0 | Exited |
| 23 | NUE | Nucor Corp | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31