Matthew 25 Management Corp

AMBLER, PA · CIK 1351431 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1995 · corporation

Assets managed$315.9m
Staff1 · 1 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Form ADV · 2026-03-09SEC adviser record

Kindmutual funds
Others nearbyAmbler, PA

$345.5m reported value +14.7% vs Q1 2026

20positions

76.5%in top 10

0 new 7 added 11 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	380,500	$76.1m22.04%	22.04%	Added +4.5k	+4,500 1.2%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	99,000	$47.3m13.69%	13.69%	Added +1.0k	+1,000 1.0%
3	ELI LILLY & CO COM LLY	LLY	24,500	$29.4m8.51%	8.51%	Reduced -3.0k	-3,000 -10.9%
4	AMAZON COM INC COM AMZN	AMZN	97,500	$23.2m6.73%	6.73%	Reduced -750	-750 -0.8%
5	APPLE INC COM AAPL	AAPL	53,500	$15.5m4.48%	4.48%	Reduced -1.5k	-1,500 -2.7%
6	GOLDMAN SACHS GROUP INC COM GS	GS	15,000	$15.2m4.39%	4.39%	Reduced -2.0k	-2,000 -11.8%
7	MERCADOLIBRE INC COM MELI	MELI	8,850	$15.0m4.35%	4.35%	Added +300	+300 3.5%
8	FEDERAL AGRIC MTG CORP CL A AGM.A	AGM.A	102,000	$15.0m4.34%	4.34%	Reduced -250	-250 -0.2%
9	COHERENT CORP COM COHR	COHR	35,500	$14.0m4.05%	4.05%	Added +7.5k	+7,500 26.8%
10	TESLA INC COM TSLA	TSLA	32,500	$13.7m3.96%	3.96%	Unchanged
11	JPMORGAN CHASE & CO COM JPM	JPM	41,750	$13.7m3.96%	3.96%	Reduced -4.2k	-4,250 -9.2%
12	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	107,500	$12.5m3.63%	3.63%	Added +22.0k	+22,000 25.7%
13	PARK HOTELS & RESORTS INC COM PK	PK	830,000	$11.8m3.42%	3.42%	Reduced -52.5k	-52,500 -6.0%
14	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	14	$10.5m3.03%	3.03%	Reduced -1	-1 -6.7%
15	EAST WEST BANCORP INC COM EWBC	EWBC	72,500	$9.4m2.71%	2.71%	Reduced -15.0k	-15,000 -17.1%
16	KKR & CO INC COM KKR	KKR	100,000	$9.2m2.66%	2.66%	Unchanged
17	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	83,000	$5.2m1.50%	1.50%	Added +20.5k	+20,500 32.8%
18	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	44,000	$3.9m1.13%	1.13%	Reduced -51.0k	-51,000 -53.7%
19	FEDERAL NATL MTG ASSN COM FNMA	FNMA	423,000	$2.8m0.80%	0.80%	Added +93.5k	+93,500 28.4%
20	FEDERAL AGRIC MTG CORP CL C AGM	AGM	11,000	$2.2m0.63%	0.63%	Reduced -4.8k	-4,750 -30.2%

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
FEDERAL AGRIC MTG CORP AGM.A · 13G · filed 2026-10-05	AGM.A	10.1%≈ $15.3m	+0.5 pts	13G	2026-10-05