The Analysis of Matthew 25 Management Corp's Holdings


Currently, Matthew 25 Management Corp holds 19 types of securities in its portfolio with a total value $324.7M. In the most recent quarter, they have increased their positions in LLY (+8.3K shares, valued at $6.3M), PK (+373.5K shares, valued at $4.1M), TSM (+5.5K shares, valued at $1.5M); decreased their positions in TILE (-200.0K shares, valued at $5.8M), FDX (-23.0K shares, valued at $5.4M), TSLA (-7.3K shares, valued at $3.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA Nvidia Corp.438.0K shares-3.20%2025-09-302025-11-13history
AMZN Amazon143.8K shares0.88%2025-09-302025-11-13history
MELI Mercadolibre Inc13.0K shares-3.70%2025-09-302025-11-13history
TSM Taiwan Semiconductor Manufacturing Co Ltd68.5K shares8.73%2025-09-302025-11-13history
TSLA Tesla, Inc.36.7K shares-16.59%2025-09-302025-11-13history
GS Goldman Sachs Group, Inc.20.0K shares-9.09%2025-09-302025-11-13history
JPM JP Morgan Chase & Co50.0K shares-3.85%2025-09-302025-11-13history
AAPL Apple, Inc.61.5K shares0.00%2025-09-302025-11-13history
Sponsored
FLUT Flutter Entertainment PLC61.0K shares10.91%2025-09-302025-11-13history
BRK.A Berkshire Hathaway Inc. Class A17 shares0.00%2025-09-302025-11-13history
KKR KKR & Co. LP98.0K shares-2.00%2025-09-302025-11-13history
AGM.A Federal Agric Mtg Corp98.0K shares9.15%2025-09-302025-11-13history
LLY Eli Lilly & Co15.5K shares113.79%2025-09-302025-11-13history
EWBC East West Bancorp, Inc.107.5K shares-10.42%2025-09-302025-11-13history
TILE Interface, Inc.225.0K shares-47.06%2025-09-302025-11-13history
PK Park Hotels & Resorts Inc.475.0K shares367.98%2025-09-302025-11-13history
Sponsored
FDX FedEx Corporation22.0K shares-51.11%2025-09-302025-11-13history
AGM Federal Agric Mtg Corp17.0K shares-45.16%2025-09-302025-11-13history
HII Huntington Ingalls Industries, Inc.6.8K shares35.00%2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available