Q2 2025 · 13F-HR
Matthew 25 Management Corpholdings as filed
Filed 2025-08-06 · accession 0001351431-25-000004
$311.2M
Reported value
20
Positions
2025-06-30
Period end
The Brief · Matthew 25 Management Corp · Q2 2025
AI · grounded in 13F
Matthew 25 Management Corp established a new position in NVDA valued at $71.49M. The fund also initiated new stakes in MELI for $35.28M and AMZN for $31.26M. Additional new positions include FLUT, GS, and JPM. Total assets under management stand at $311.16M across 20 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | Nvidia Corp. | $71.5M | 23.0% | 452,500 | Common | SOLE |
| 58733R102 | MELI | Mercadolibre Inc | $35.3M | 11.3% | 13,500 | Common | SOLE |
| 023135106 | AMZN | Amazon | $31.3M | 10.0% | 142,500 | Common | SOLE |
| G3643J108 | FLUT | Flutter Entertainment PLC | $15.7M | 5.05% | 55,000 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group, Inc. | $15.6M | 5.00% | 22,000 | Common | SOLE |
| 46625H100 | JPM | JP Morgan Chase & Co | $15.1M | 4.84% | 52,000 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $14.3M | 4.59% | 63,000 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $14.0M | 4.49% | 44,000 | Common | SOLE |
| 48251W104 | KKR | KKR & Co. LP | $13.3M | 4.28% | 100,000 | Common | SOLE |
| 313148108 | AGM/A | Federal Agric Mtg Corp | $12.8M | 4.11% | 89,775 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $12.6M | 4.06% | 61,500 | Common | SOLE |
| 084670108 | BRK/A | Berkshire Hathaway Inc. Class A | $12.4M | 3.98% | 17 | Common | SOLE |
| 27579R104 | EWBC | East West Bancorp, Inc. | $12.1M | 3.89% | 120,000 | Common | SOLE |
| 31428X106 | FDX | FedEx Corporation | $10.2M | 3.29% | 45,000 | Common | SOLE |
| 458665304 | TILE | Interface, Inc. | $8.9M | 2.86% | 425,000 | Common | SOLE |
| 313148306 | AGM | Federal Agric Mtg Corp | $6.0M | 1.94% | 31,000 | Common | SOLE |
| 532457108 | LLY | Eli Lilly & Co | $5.7M | 1.82% | 7,250 | Common | SOLE |
| 57636Q104 | MA | Mastercard Inc. | $2.2M | 0.72% | 4,000 | Common | SOLE |
| 446413106 | HII | Huntington Ingalls Industries, Inc. | $1.2M | 0.39% | 5,000 | Common | SOLE |
| 700517105 | PK | Park Hotels & Resorts Inc. | $1.0M | 0.33% | 101,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.