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Matthew 25 Management Corp

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13F filer, CIK 1351431, AMBLER, PA

Matthew 25 Management Corp reported $345,481,204 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 76.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001351431-26-000004

Period
2026-06-30
Reported value
$345M
Holdings
20
Top 10 weight
76.53%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COHRadded+7,500$2.96M
PLTRadded+22,000$2.57M
CRCLadded+20,500$1.28M
NVDAadded+4,500$900K
FNMAadded+93,500$609K

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
SOLSreduced-51,000-$4.52M
LLYreduced-3,000-$3.6M
GSreduced-2,000-$2.02M
EWBCreduced-15,000-$1.94M
JPMreduced-4,250-$1.39M

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 2026

Share positions as resolved from 13F-HR 0001351431-26-000004, largest first. % of portfolio is the value over $345,481,205, 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; 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; 2026Q2: 380,500 shares 380,500$76.1M22.04%+4,500Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 99,000 shares 99,000$47.3M13.69%+1,000Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,500 shares 24,500$29.4M8.51%-3,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 97,500 shares 97,500$23.2M6.73%-750Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,500 shares 53,500$15.5M4.48%-1,500Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,000 shares 15,000$15.2M4.39%-2,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,850 shares 8,850$15M4.35%+300Timeline
AGM-AFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 102,000 shares 102,000$15M4.34%-2502026-09-30, 13G: 104,296 shares, 10.1% of the class, 13G filed 2026-10-05 Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,000 shares; 2026Q2: 35,500 shares 35,500$14M4.05%+7,500Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 32,500 shares 32,500$13.7M3.96%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,750 shares 41,750$13.7M3.96%-4,250Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,500 shares; 2026Q2: 107,500 shares 107,500$12.5M3.63%+22,000Timeline
PKPARK HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 830,000 shares 830,000$11.8M3.42%-52,500Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 14 shares 14$10.5M3.03%-1Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 72,500 shares 72,500$9.36M2.71%-15,000Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 100,000 shares 100,000$9.18M2.66%0Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares; 2026Q1: 62,500 shares; 2026Q2: 83,000 shares 83,000$5.2M1.5%+20,500Timeline
SOLSSOLSTICE ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,000 shares; 2026Q1: 95,000 shares; 2026Q2: 44,000 shares 44,000$3.9M1.13%-51,000Timeline
FNMAFEDERAL NATL MTG ASS 000000Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 329,500 shares; 2026Q2: 423,000 shares 423,000$2.75M0.8%+93,500Timeline
AGMFEDERAL AGRIC MTG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,000 shares 11,000$2.19M0.63%-4,750Timeline

How Q2 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 0001351431-26-000004 base2026-08-14acceptance time not in the bulk data set