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Matthew 25 Management Corp

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13F filer, CIK 1351431, AMBLER, PA

Matthew 25 Management Corp reported $273,490,039 across 19 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 71.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001351431-25-000003

Period
2025-03-31
Reported value
$273M
Holdings
19
Top 10 weight
71.99%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLUTadded+24,250$5.37M
TSMnew+20,000$3.32M
NVOnew+41,500$2.88M
NVDAadded+18,500$2.01M
MELIadded+900$1.76M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MGMexited-235,000-$8.14M
VNOexited-122,500-$5.15M
BRK-Areduced-4-$3.19M
JPMreduced-10,750-$2.64M
FDXreduced-8,500-$2.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001351431-25-000003, largest first. % of portfolio is the value over $271,336,817, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 420,000 shares; 2025Q1: 438,500 shares 438,500$47.5M17.51%+18,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 140,000 shares; 2025Q1: 145,000 shares 145,000$27.6M10.17%+5,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 13,100 shares; 2025Q1: 14,000 shares 14,000$27.3M10.07%+900Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 62,500 shares; 2025Q1: 61,500 shares 61,500$13.7M5.03%-1,000Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares 17$13.6M5%-4Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,750 shares; 2024Q4: 65,750 shares; 2025Q1: 55,000 shares 55,000$13.5M4.97%-10,750Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,100,000 shares; 2025Q1: 1,232,500 shares 1,232,500$13.2M4.85%+132,500Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 27,500 shares; 2025Q1: 24,000 shares 24,000$13.1M4.83%-3,500Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,250 shares; 2025Q1: 58,500 shares 58,500$13M4.78%+24,250Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 57,500 shares; 2025Q1: 50,000 shares 50,000$13M4.78%-7,500Timeline
AGM-AFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 79,484 shares; 2025Q1: 83,400 shares 83,400$11.9M4.4%+3,9162026-09-30, 13G: 104,296 shares, 10.1% of the class, 13G filed 2026-10-05 Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 102,500 shares; 2025Q1: 100,000 shares 100,000$11.6M4.26%-2,500Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,000 shares; 2024Q4: 609,000 shares; 2025Q1: 555,000 shares 555,000$11M4.06%-54,000Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 122,500 shares; 2025Q1: 122,500 shares 122,500$11M4.05%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 53,500 shares; 2025Q1: 45,000 shares 45,000$11M4.04%-8,500Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,500 shares; 2024Q4: 60,000 shares; 2025Q1: 55,000 shares 55,000$10.3M3.8%-5,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares 20,000$3.32M1.22%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 6,500 shares; 2025Q1: 5,500 shares 5,500$3.01M1.11%-1,000Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,500 shares 41,500$2.88M1.06%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MGMMGM RESORTS INTERNATIONAL235,000$8.14Mshares
VNOVORNADO RLTY TR122,500$5.15Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001351431-25-000003 base2025-05-14acceptance time not in the bulk data set