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Matthew 25 Management Corp

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13F filer, CIK 1351431, AMBLER, PA

Matthew 25 Management Corp reported $327,001,870 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-03. Its ten largest share positions make up 77.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001351431-26-000002

Period
2025-12-31
Reported value
$327M
Holdings
21
Top 10 weight
77.89%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LLYadded+10,000$10.7M
TSMadded+30,500$9.27M
CRCLnew+75,000$5.95M
SOLSnew+101,000$4.91M
NUEnew+25,000$4.08M

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
FLUTexited-61,000-$15.5M
MELIreduced-5,375-$10.8M
AMZNreduced-21,250-$4.9M
NVDAreduced-13,000-$2.42M
GSreduced-2,500-$2.2M

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, Q4 2025

Share positions as resolved from 13F-HR 0001351431-26-000002, largest first. % of portfolio is the value over $327,001,870, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 420,000 shares; 2025Q1: 438,500 shares; 2025Q2: 452,500 shares; 2025Q3: 438,000 shares; 2025Q4: 425,000 shares 425,000$79.3M24.24%-13,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 63,000 shares; 2025Q3: 68,500 shares; 2025Q4: 99,000 shares 99,000$30.1M9.2%+30,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 140,000 shares; 2025Q1: 145,000 shares; 2025Q2: 142,500 shares; 2025Q3: 143,750 shares; 2025Q4: 122,500 shares 122,500$28.3M8.65%-21,250Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 15,500 shares; 2025Q4: 25,500 shares 25,500$27.4M8.38%+10,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 62,500 shares; 2025Q1: 61,500 shares; 2025Q2: 61,500 shares; 2025Q3: 61,500 shares; 2025Q4: 57,500 shares 57,500$15.6M4.78%-4,000Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 27,500 shares; 2025Q1: 24,000 shares; 2025Q2: 22,000 shares; 2025Q3: 20,000 shares; 2025Q4: 17,500 shares 17,500$15.4M4.7%-2,500Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 13,100 shares; 2025Q1: 14,000 shares; 2025Q2: 13,500 shares; 2025Q3: 13,000 shares; 2025Q4: 7,625 shares 7,625$15.4M4.7%-5,375Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 57,500 shares; 2025Q1: 50,000 shares; 2025Q2: 44,000 shares; 2025Q3: 36,700 shares; 2025Q4: 33,500 shares 33,500$15.1M4.61%-3,200Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,750 shares; 2024Q4: 65,750 shares; 2025Q1: 55,000 shares; 2025Q2: 52,000 shares; 2025Q3: 50,000 shares; 2025Q4: 46,500 shares 46,500$15M4.58%-3,500Timeline
AGM-AFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 79,484 shares; 2025Q1: 83,400 shares; 2025Q2: 89,775 shares; 2025Q3: 97,989 shares; 2025Q4: 98,477 shares 98,477$13.2M4.05%+4882026-09-30, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,500 shares; 2024Q4: 102,500 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 98,000 shares; 2025Q4: 101,500 shares 101,500$12.9M3.96%+3,500Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 15 shares 15$11.3M3.46%-2Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 122,500 shares; 2025Q1: 122,500 shares; 2025Q2: 120,000 shares; 2025Q3: 107,500 shares; 2025Q4: 100,000 shares 100,000$11.2M3.44%-7,500Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 765,000 shares 765,000$8M2.45%+290,000Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares 75,000$5.95M1.82%newTimeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 53,500 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 22,000 shares; 2025Q4: 20,000 shares 20,000$5.78M1.77%-2,000Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765,000 shares; 2024Q4: 609,000 shares; 2025Q1: 555,000 shares; 2025Q2: 425,000 shares; 2025Q3: 225,000 shares; 2025Q4: 180,000 shares 180,000$5.03M1.54%-45,000Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,000 shares 101,000$4.91M1.5%newTimeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000$4.08M1.25%newTimeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,500 shares; 2024Q4: 60,000 shares; 2025Q1: 55,000 shares; 2025Q2: 31,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000$2.98M0.91%0Timeline
FNMAFEDERAL NATL MTG ASS 000000Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000$85.8K0.03%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FLUTFLUTTER ENTMT PLC61,000$15.5Mshares
HIIHUNTINGTON INGALLS INDS INC6,750$1.94Mshares

How Q4 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 0001351431-26-000002 base2026-02-03acceptance time not in the bulk data set