Matthew 25 Management Corp
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Matthew 25 Management Corp reported 19 stock positions worth $324.7 million. Its top holding was Nvidia (NVDA) at 25.2% of the portfolio, followed by Amazon.com (AMZN, 9.7%) and MercadoLibre (MELI, 9.4%). Compared with Q2 2025, it sold out of 1, added to 7 and reduced 10. The biggest buy was Eli Lilly (LLY, shares +114%) and the biggest sale MercadoLibre (MELI, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001351431
- Portfolio Value
- $324.7M (Q3 2025)
- SEC Filing
- 0001351431-25-000008 ↗ filed Nov 13, 2025
Holdings Value
Holdings 19 stocks · $324.7M
| NVDA Nvidia Corp. | 25.17% | 438,000 | $81.7M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 9.72% | 143,750 | $31.6M | Add +0.9% |
| MELI MercadoLibre Inc. | 9.36% | 13,000 | $30.4M | Reduce -3.7% |
| TSM Taiwan Semiconductor-SP ADR | 5.89% | 68,500 | $19.1M | Add +8.7% |
| TSLA Tesla Inc. | 5.03% | 36,700 | $16.3M | Reduce -16.6% |
| GS Goldman Sachs Group Inc. | 4.91% | 20,000 | $15.9M | Reduce -9.1% |
| JPM JPMorgan Chase & Co. | 4.86% | 50,000 | $15.8M | Reduce -3.9% |
| AAPL Apple Inc. | 4.82% | 61,500 | $15.7M | No change |
| FLUT Flutter Entertainment PLC-Di | 4.77% | 61,000 | $15.5M | Add +10.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.95% | 17 | $12.8M | No change |
| KKR KKR & Co. Inc. | 3.92% | 98,000 | $12.7M | Reduce -2.0% |
| AGM.A Federal Agric MTG Corp. Class A | 3.74% | 97,989 | $12.2M | Add +9.2% |
| LLY Eli Lilly & Co. | 3.64% | 15,500 | $11.8M | Add +113.8% |
| EWBC East West Bancorp Inc. | 3.52% | 107,500 | $11.4M | Reduce -10.4% |
| TILE Interface Inc. | 2.01% | 225,000 | $6.5M | Reduce -47.1% |
| PK Park Hotels & Resorts Inc. | 1.62% | 475,000 | $5.3M | Add +368.0% |
| FDX FedEx Corp. | 1.60% | 22,000 | $5.2M | Reduce -51.1% |
| AGM Federal Agric MTG Corp. Class C | 0.88% | 17,000 | $2.9M | Reduce -45.2% |
| HII Huntington Ingalls Industrie | 0.60% | 6,750 | $1.9M | Add +35.0% |
Portfolio Sells Q2 2025 → Q3 2025
| MELI MercadoLibre Inc. | Reduce -3.7% | 9.36% | −1.98 |
| FDX FedEx Corp. | Reduce -51.1% | 1.60% | −1.69 |
| AGM Federal Agric MTG Corp. Class C | Reduce -45.2% | 0.88% | −1.06 |
| TILE Interface Inc. | Reduce -47.1% | 2.01% | −0.85 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.72 |
| EWBC East West Bancorp Inc. | Reduce -10.4% | 3.52% | −0.37 |
| KKR KKR & Co. Inc. | Reduce -2.0% | 3.92% | −0.35 |
| GS Goldman Sachs Group Inc. | Reduce -9.1% | 4.91% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -3.9% | 4.86% | +0.01 |
| TSLA Tesla Inc. | Reduce -16.6% | 5.03% | +0.53 |
| NVDA Nvidia Corp. | Reduce -3.2% | 25.17% | +2.19 |
Portfolio Buys Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Add +113.8% | 3.64% | +1.83 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.7% | 5.89% | +1.31 |
| PK Park Hotels & Resorts Inc. | Add +368.0% | 1.62% | +1.29 |
| HII Huntington Ingalls Industrie | Add +35.0% | 0.60% | +0.21 |
| FLUT Flutter Entertainment PLC-Di | Add +10.9% | 4.77% | −0.28 |
| AMZN Amazon.com Inc. | Add +0.9% | 9.72% | −0.33 |
| AGM.A Federal Agric MTG Corp. Class A | Add +9.2% | 3.74% | −0.37 |
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 |