Holders — by stockHoldings — by fund
Matthew 25 Management Corp
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001351431
$345.5M
disclosed book value
20
positions
22%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANvidia Corp. | 380,500 | $76.1M | 22% |
| 2 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 99,000 | $47.3M | 13.7% |
| 3 | LLYEli Lilly & Co | 24,500 | $29.4M | 8.5% |
| 4 | AMZNAmazon | 97,500 | $23.2M | 6.7% |
| 5 | AAPLApple, Inc. | 53,500 | $15.5M | 4.5% |
| 6 | GSGoldman Sachs Group, Inc. | 15,000 | $15.2M | 4.4% |
| 7 | MELIMercadolibre Inc | 8,850 | $15.0M | 4.3% |
| 8 | AGM/AFederal Agric Mtg Corp | 102,000 | $15.0M | 4.3% |
| 9 | COHRCoherent Corp. | 35,500 | $14.0M | 4.1% |
| 10 | TSLATesla, Inc. | 32,500 | $13.7M | 4% |
| 11 | JPMJP Morgan Chase & Co | 41,750 | $13.7M | 4% |
| 12 | PLTRPalantir Technologies Inc. | 107,500 | $12.5M | 3.6% |
| 13 | PKPark Hotels & Resorts Inc. | 830,000 | $11.8M | 3.4% |
| 14 | BRK/ABerkshire Hathaway Inc. Class A | 14 | $10.5M | 3% |
| 15 | EWBCEast West Bancorp, Inc. | 72,500 | $9.4M | 2.7% |
| 16 | KKRKKR & Co. LP | 100,000 | $9.2M | 2.7% |
| 17 | CRCLCircle Internet Group, Inc. | 83,000 | $5.2M | 1.5% |
| 18 | SOLSSolstice Advanced Materials Inc. | 44,000 | $3.9M | 1.1% |
| 19 | FNMAFederal National Mortgage Association | 423,000 | $2.8M | 0.8% |
| 20 | AGMFederal Agric Mtg Corp | 11,000 | $2.2M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.