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Matthew 25 Management Corp

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13F filer, CIK 1351431, AMBLER, PA

Matthew 25 Management Corp reported $324,708,666 across 19 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 78.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001351431-25-000008

Period
2025-09-30
Reported value
$325M
Holdings
19
Top 10 weight
78.47%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LLYadded+8,250$6.29M
PKadded+373,500$4.14M
TSMadded+5,500$1.54M
FLUTadded+6,000$1.52M
AGM-Aadded+8,214$1.02M

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
TILEreduced-200,000-$5.79M
FDXreduced-23,000-$5.42M
TSLAreduced-7,300-$3.25M
NVDAreduced-14,500-$2.71M
AGMreduced-14,000-$2.35M

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, Q3 2025

Share positions as resolved from 13F-HR 0001351431-25-000008, largest first. % of portfolio is the value over $324,708,666, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 420,000 shares; 2025Q1: 438,500 shares; 2025Q2: 452,500 shares; 2025Q3: 438,000 shares 438,000$81.7M25.17%-14,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 140,000 shares; 2025Q1: 145,000 shares; 2025Q2: 142,500 shares; 2025Q3: 143,750 shares 143,750$31.6M9.72%+1,250Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 13,100 shares; 2025Q1: 14,000 shares; 2025Q2: 13,500 shares; 2025Q3: 13,000 shares 13,000$30.4M9.36%-500Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 63,000 shares; 2025Q3: 68,500 shares 68,500$19.1M5.89%+5,500Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 57,500 shares; 2025Q1: 50,000 shares; 2025Q2: 44,000 shares; 2025Q3: 36,700 shares 36,700$16.3M5.03%-7,300Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 27,500 shares; 2025Q1: 24,000 shares; 2025Q2: 22,000 shares; 2025Q3: 20,000 shares 20,000$15.9M4.91%-2,000Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,750 shares; 2024Q4: 65,750 shares; 2025Q1: 55,000 shares; 2025Q2: 52,000 shares; 2025Q3: 50,000 shares 50,000$15.8M4.86%-2,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 62,500 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares; 2025Q3: 61,500 shares 61,500$15.7M4.82%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,250 shares; 2025Q1: 58,500 shares; 2025Q2: 55,000 shares; 2025Q3: 61,000 shares 61,000$15.5M4.77%+6,000Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17$12.8M3.95%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 102,500 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 98,000 shares 98,000$12.7M3.92%-2,000Timeline
AGM-AFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 79,484 shares; 2025Q1: 83,400 shares; 2025Q2: 89,775 shares; 2025Q3: 97,989 shares 97,989$12.2M3.74%+8,2142026-09-30, 13G: 104,296 shares, 10.1% of the class, 13G filed 2026-10-05 Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 15,500 shares 15,500$11.8M3.64%+8,250Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 122,500 shares; 2025Q1: 122,500 shares; 2025Q2: 120,000 shares; 2025Q3: 107,500 shares 107,500$11.4M3.52%-12,500Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,000 shares; 2024Q4: 609,000 shares; 2025Q1: 555,000 shares; 2025Q2: 425,000 shares; 2025Q3: 225,000 shares 225,000$6.51M2.01%-200,000Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 475,000 shares 475,000$5.26M1.62%+373,500Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 53,500 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 22,000 shares 22,000$5.19M1.6%-23,000Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,500 shares; 2024Q4: 60,000 shares; 2025Q1: 55,000 shares; 2025Q2: 31,000 shares; 2025Q3: 17,000 shares 17,000$2.86M0.88%-14,000Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,750 shares 6,750$1.94M0.6%+1,750Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
MAMASTERCARD INCORPORATED4,000$2.25Mshares

How Q3 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 0001351431-25-000008 base2025-11-13acceptance time not in the bulk data set