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Matthew 25 Management Corp

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13F filer, CIK 1351431, AMBLER, PA

Matthew 25 Management Corp reported $311,159,056 across 20 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-06. Its ten largest share positions make up 76.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001351431-25-000004

Period
2025-06-30
Reported value
$311M
Holdings
20
Top 10 weight
76.73%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+43,000$9.74M
LLYnew+7,250$5.65M
NVDAadded+14,000$2.21M
HIInew+5,000$1.21M
AGM-Aadded+6,375$908K

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
PKreduced-1,131,000-$11.6M
AGMreduced-24,000-$4.66M
NVOexited-41,500-$2.88M
TILEreduced-130,000-$2.72M
TSLAreduced-6,000-$1.91M

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, Q2 2025

Share positions as resolved from 13F-HR 0001351431-25-000004, largest first. % of portfolio is the value over $311,159,056, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 420,000 shares; 2025Q1: 438,500 shares; 2025Q2: 452,500 shares 452,500$71.5M22.98%+14,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 13,100 shares; 2025Q1: 14,000 shares; 2025Q2: 13,500 shares 13,500$35.3M11.34%-500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 140,000 shares; 2025Q1: 145,000 shares; 2025Q2: 142,500 shares 142,500$31.3M10.05%-2,500Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,250 shares; 2025Q1: 58,500 shares; 2025Q2: 55,000 shares 55,000$15.7M5.05%-3,500Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 27,500 shares; 2025Q1: 24,000 shares; 2025Q2: 22,000 shares 22,000$15.6M5%-2,000Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,750 shares; 2024Q4: 65,750 shares; 2025Q1: 55,000 shares; 2025Q2: 52,000 shares 52,000$15.1M4.84%-3,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 63,000 shares 63,000$14.3M4.59%+43,000Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 57,500 shares; 2025Q1: 50,000 shares; 2025Q2: 44,000 shares 44,000$14M4.49%-6,000Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 102,500 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares 100,000$13.3M4.28%0Timeline
AGM-AFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 79,484 shares; 2025Q1: 83,400 shares; 2025Q2: 89,775 shares 89,775$12.8M4.11%+6,3752026-09-30, 13G: 104,296 shares, 10.1% of the class, 13G filed 2026-10-05 Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 62,500 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares 61,500$12.6M4.06%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17$12.4M3.98%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 122,500 shares; 2025Q1: 122,500 shares; 2025Q2: 120,000 shares 120,000$12.1M3.89%-2,500Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 53,500 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares 45,000$10.2M3.29%0Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,000 shares; 2024Q4: 609,000 shares; 2025Q1: 555,000 shares; 2025Q2: 425,000 shares 425,000$8.9M2.86%-130,000Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,500 shares; 2024Q4: 60,000 shares; 2025Q1: 55,000 shares; 2025Q2: 31,000 shares 31,000$6.02M1.94%-24,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares 7,250$5.65M1.82%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 6,500 shares; 2025Q1: 5,500 shares; 2025Q2: 4,000 shares 4,000$2.25M0.72%-1,500Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares 5,000$1.21M0.39%newTimeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,000 shares; 2024Q4: 1,100,000 shares; 2025Q1: 1,232,500 shares; 2025Q2: 101,500 shares 101,500$1.04M0.33%-1,131,000Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
NVONOVO-NORDISK A S41,500$2.88Mshares

How Q2 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 0001351431-25-000004 base2025-08-06acceptance time not in the bulk data set