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Matthew 25 Management Corp

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13F filer, CIK 1351431, AMBLER, PA

Matthew 25 Management Corp reported $301,114,242 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 74.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001351431-26-000003

Period
2026-03-31
Reported value
$301M
Holdings
20
Top 10 weight
74.98%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PLTRnew+85,500$12.5M
COHRnew+28,000$6.67M
FNMAadded+321,500$2.33M
LLYadded+2,000$1.84M
MELIadded+925$1.6M

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
NVDAreduced-49,000-$8.55M
FDXexited-20,000-$5.78M
AMZNreduced-24,250-$5.05M
TILEexited-180,000-$5.03M
NUEexited-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.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001351431-26-000003, largest first. % of portfolio is the value over $301,114,242, 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; 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; 2026Q1: 376,000 shares 376,000$65.6M21.78%-49,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 63,000 shares; 2025Q3: 68,500 shares; 2025Q4: 99,000 shares; 2026Q1: 98,000 shares 98,000$33.1M11%-1,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,250 shares; 2025Q3: 15,500 shares; 2025Q4: 25,500 shares; 2026Q1: 27,500 shares 27,500$25.3M8.4%+2,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 98,250 shares 98,250$20.5M6.8%-24,250Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,550 shares 8,550$14.8M4.91%+925Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,000 shares 17,000$14.4M4.78%-500Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 55,000 shares 55,000$14M4.64%-2,500Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 46,000 shares 46,000$13.5M4.49%-500Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,500 shares 85,500$12.5M4.15%newTimeline
AGM-AFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 102,250 shares 102,250$12.2M4.04%+3,7732026-09-30, 13G: 104,296 shares, 10.1% of the class, 13G filed 2026-10-05 Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,500 shares 32,500$12.1M4.01%-1,000Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$10.8M3.58%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 87,500 shares 87,500$9.34M3.1%-12,500Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 882,500 shares 882,500$9.29M3.09%+117,500Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 100,000 shares 100,000$9.25M3.07%-1,500Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,000 shares; 2026Q1: 95,000 shares 95,000$7.24M2.4%-6,000Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,000 shares 28,000$6.67M2.22%newTimeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares; 2026Q1: 62,500 shares 62,500$5.96M1.98%-12,500Timeline
FNMAFEDERAL NATL MTG ASS 000000Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 329,500 shares 329,500$2.39M0.79%+321,500Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,750 shares 15,750$2.34M0.78%-1,250Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
FDXFEDEX CORP20,000$5.78Mshares
TILEINTERFACE INC180,000$5.03Mshares
NUENUCOR CORP25,000$4.08Mshares

How Q1 2026 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 0001351431-26-000003 base2026-05-12acceptance time not in the bulk data set