Investor
Matthew 25 Management Corp
CIK 0001351431 · filed 2026-05-12 · SEC filing
13F book
$301.1M
Positions
20
2 new · 3 sold
Largest name
21.8%
Nvidia Corp · NVDA
Est. mark
−$17.8M
Price effect on 18 names still held. Flow −$8.11M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 376K | $65.6M | 21.8% | −$4.55M | Cut−$13.7M |
| Taiwan Semiconductor Mfg Ltd | — | 98K | $33.1M | 11.0% | $3.34M | Cut$3.03M |
| Eli Lilly & Co | LLY | 27.5K | $25.3M | 8.4% | −$3.95M | Added−$2.11M |
| Amazon Com Inc | AMZN | 98.3K | $20.5M | 6.8% | −$2.22M | Cut−$7.81M |
| Mercadolibre Inc | MELI | 8.55K | $14.8M | 4.9% | −$2.17M | Added−$575.6K |
| Goldman Sachs Group Inc | — | 17K | $14.4M | 4.8% | −$561.2K | Cut−$1M |
| Apple Inc. | AAPL | 55K | $14M | 4.6% | −$993.9K | Cut−$1.67M |
| Jpmorgan Chase & Co. | — | 46K | $13.5M | 4.5% | −$1.29M | Cut−$1.45M |
| Palantir Technologies Inc. | PLTR | 85.5K | $12.5M | 4.2% | — | New |
| Federal Agric Mtg Corp | — | 102.3K | $12.2M | 4.0% | −$1.53M | Added−$1.08M |
| Tesla, Inc. | TSLA | 32.5K | $12.1M | 4.0% | −$2.53M | Cut−$2.98M |
| Berkshire Hathaway Inc Del | — | 15 | $10.8M | 3.6% | −$549.9K | Held |
| East West Bancorp Inc | EWBC | 87.5K | $9.34M | 3.1% | −$492.6K | Cut−$1.9M |
| Park Hotels & Resorts Inc. | PK | 882.5K | $9.29M | 3.1% | $53.5K | Added$1.29M |
| Kkr & Co Inc | — | 100K | $9.25M | 3.1% | −$3.5M | Cut−$3.69M |
| Solstice Advanced Matls Inc | — | 95K | $7.24M | 2.4% | $2.62M | Cut$2.33M |
| Coherent Corp. | COHR | 28K | $6.67M | 2.2% | — | New |
| Circle Internet Group, Inc. | CRCL | 62.5K | $5.96M | 2.0% | $1.01M | Cut$15.6K |
| Federal Natl Mtg Assn | — | 329.5K | $2.39M | 0.8% | −$27.8K | Added$2.31M |
| Federal Agric Mtg Corp | — | 15.8K | $2.34M | 0.8% | −$428.7K | Cut−$648.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.