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Matthew 25 Management Corp
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $345,035,216
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Nvidia Corp. · COM · 67066G104 · shares: $87,926,300
- Taiwan Semiconductor Manufacturing Co Ltd · ADS · 874039100 · shares: $38,091,865
- Eli Lilly & Co · COM · 532457108 · shares: $25,455,760
- Amazon · COM · 023135106 · shares: $23,918,400
- Palantir Technologies Inc. · CLA · 69608A108 · shares: $17,489,175
- Apple, Inc. · COM · 037833100 · shares: $17,317,040
- Mercadolibre Inc · COM · 58733R102 · shares: $16,464,248
- Coherent Corp. · COM · 19247G107 · shares: $15,858,331
- Federal Agric Mtg Corp · CLA · 313148108 · shares: $14,855,922
- JP Morgan Chase & Co · COM · 46625H100 · shares: $13,894,860
Reported holdings
20 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Nvidia Corp. | COM | 67066G104 | — | 385,000 shares | $87,926,300 |
| Taiwan Semiconductor Manufacturing Co Ltd | ADS | 874039100 | — | 83,500 shares | $38,091,865 |
| Eli Lilly & Co | COM | 532457108 | — | 22,000 shares | $25,455,760 |
| Amazon | COM | 023135106 | — | 96,000 shares | $23,918,400 |
| Palantir Technologies Inc. | CLA | 69608A108 | — | 93,500 shares | $17,489,175 |
| Apple, Inc. | COM | 037833100 | — | 52,000 shares | $17,317,040 |
| Mercadolibre Inc | COM | 58733R102 | — | 9,525 shares | $16,464,248 |
| Coherent Corp. | COM | 19247G107 | — | 55,100 shares | $15,858,331 |
| Federal Agric Mtg Corp | CLA | 313148108 | — | 104,296 shares | $14,855,922 |
| JP Morgan Chase & Co | COM | 46625H100 | — | 42,000 shares | $13,894,860 |
| Park Hotels & Resorts Inc. | COM | 700517105 | — | 880,000 shares | $13,569,600 |
| Goldman Sachs Group, Inc. | COM | 38141G104 | — | 15,000 shares | $13,505,400 |
| Tesla, Inc. | COM | 88160R101 | — | 33,250 shares | $11,797,433 |
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | — | 14 shares | $10,458,070 |
| KKR & Co. LP | CLA | 48251W104 | — | 100,000 shares | $9,130,000 |
| East West Bancorp, Inc. | COM | 27579R104 | — | 70,000 shares | $8,675,100 |
| Federal National Mortgage Association | COM | 313586109 | — | 550,000 shares | $2,315,500 |
| Circle Internet Group, Inc. | COM | 172573107 | — | 21,000 shares | $1,725,570 |
| Federal Agric Mtg Corp | CLC | 313148306 | — | 7,376 shares | $1,526,242 |
| Dutch Bros Inc. | CLA | 26701L100 | — | 27,500 shares | $1,060,400 |