Matthew 25 Management Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Matthew 25 Management Corp reported 19 stock positions worth $271.3 million. Its top holding was Nvidia (NVDA) at 17.5% of the portfolio, followed by Amazon.com (AMZN, 10.2%) and MercadoLibre (MELI, 10.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 6 and reduced 10. The biggest buy was MercadoLibre (MELI, shares +7%) and the biggest sale Tesla (TSLA, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001351431
- Portfolio Value
- $271.3M (Q1 2025)
- SEC Filing
- 0001351431-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 19 stocks · $271.3M
| NVDA Nvidia Corp. | 17.52% | 438,500 | $47.5M | Add +4.4% |
| AMZN Amazon.com Inc. | 10.17% | 145,000 | $27.6M | Add +3.6% |
| MELI MercadoLibre Inc. | 10.07% | 14,000 | $27.3M | Add +6.9% |
| AAPL Apple Inc. | 5.03% | 61,500 | $13.7M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.00% | 17 | $13.6M | Reduce -19.1% |
| JPM JPMorgan Chase & Co. | 4.97% | 55,000 | $13.5M | Reduce -16.4% |
| PK Park Hotels & Resorts Inc. | 4.85% | 1,232,500 | $13.2M | Add +12.1% |
| GS Goldman Sachs Group Inc. | 4.83% | 24,000 | $13.1M | Reduce -12.7% |
| FLUT Flutter Entertainment PLC-Di | 4.78% | 58,500 | $13.0M | Add +70.8% |
| TSLA Tesla Inc. | 4.78% | 50,000 | $13.0M | Reduce -13.0% |
| AGM.A Federal Agric MTG Corp. Class A | 4.40% | 83,400 | $11.9M | Add +4.9% |
| KKR KKR & Co. Inc. | 4.26% | 100,000 | $11.6M | Reduce -2.4% |
| TILE Interface Inc. | 4.06% | 555,000 | $11.0M | Reduce -8.9% |
| EWBC East West Bancorp Inc. | 4.05% | 122,500 | $11.0M | No change |
| FDX FedEx Corp. | 4.04% | 45,000 | $11.0M | Reduce -15.9% |
| AGM Federal Agric MTG Corp. Class C | 3.80% | 55,000 | $10.3M | Reduce -8.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.22% | 20,000 | $3.3M | New |
| MA Mastercard Inc. Class A | 1.11% | 5,500 | $3.0M | Reduce -15.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.06% | 41,500 | $2.9M | New |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -13.0% | 4.78% | −2.59 |
| MGM MGM Resorts International | Sold out | 0.00% | −2.58 |
| VNO Vornado Realty Trust | Sold out | 0.00% | −1.63 |
| FDX FedEx Corp. | Reduce -15.9% | 4.04% | −0.73 |
| TILE Interface Inc. | Reduce -8.9% | 4.06% | −0.64 |
| KKR KKR & Co. Inc. | Reduce -2.4% | 4.26% | −0.55 |
| GS Goldman Sachs Group Inc. | Reduce -12.7% | 4.83% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -16.4% | 4.97% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -15.4% | 1.11% | +0.03 |
| AGM Federal Agric MTG Corp. Class C | Reduce -8.3% | 3.80% | +0.06 |
| AAPL Apple Inc. | Reduce -1.6% | 5.03% | +0.07 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -19.1% | 5.00% | +0.47 |
Portfolio Buys Q4 2024 → Q1 2025
| MELI MercadoLibre Inc. | Add +6.9% | 10.07% | +3.00 |
| FLUT Flutter Entertainment PLC-Di | Add +70.8% | 4.78% | +1.97 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.22% | +1.22 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.06% | +1.06 |
| AGM.A Federal Agric MTG Corp. Class A | Add +4.9% | 4.40% | +0.67 |
| AMZN Amazon.com Inc. | Add +3.6% | 10.17% | +0.43 |
| PK Park Hotels & Resorts Inc. | Add +12.1% | 4.85% | −0.05 |
| NVDA Nvidia Corp. | Add +4.4% | 17.52% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $345.5M | NVDA, TSM, LLY, AMZN, AAPL |
| Q1 2026 | 20 | $301.1M | NVDA, TSM, LLY, AMZN, MELI |
| Q4 2025 | 21 | $327.0M | NVDA, TSM, AMZN, LLY, AAPL |
| Q3 2025 | 19 | $324.7M | NVDA, AMZN, MELI, TSM, TSLA |
| Q2 2025 | 20 | $311.2M | NVDA, MELI, AMZN, FLUT, GS |
| Q1 2025 | 19 | $271.3M | NVDA, AMZN, MELI, AAPL, BRK.A |
| Q4 2024 | 19 | $315.5M | NVDA, AMZN, TSLA, MELI, JPM |
| Q3 2024 | 18 | $297.8M | NVDA, AMZN, MELI, FDX, TSLA |
| Q2 2024 | 20 | $288.2M | NVDA, FDX, AMZN, GS, PK |
| Q1 2024 | 22 | $293.9M | NVDA, FDX, TSLA, AMZN, GS |