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Size ($ in 1000's)
At 09/30/2025: $324,708
At 06/30/2025: $311,159Matthew 25 Management Corp AUM history
Matthew 25 Management Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Matthew 25 Management Corp 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Matthew 25 Management Corp top holdings by largest position size, as per the latest 13f filing made by Matthew 25 Management Corp.
In the Matthew 25 Management Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Matthew 25 Management Corp in that top holding, then the share count change between reporting periods, and finally the Matthew 25 Management Corp top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| Nvidia Corp. |
438,000 |
-14,500 |
$81,722 | | NVDA | 438,000 | -14,500 | $81,722 | | Amazon |
143,750 |
+1,250 |
$31,563 | | AMZN | 143,750 | +1,250 | $31,563 | | Mercadolibre Inc |
13,000 |
-500 |
$30,380 | | MELI | 13,000 | -500 | $30,380 | | Taiwan Semiconductor Manufacturing Co Ltd |
68,500 |
+5,500 |
$19,131 | | TSM | 68,500 | +5,500 | $19,131 | | Tesla Inc. |
36,700 |
-7,300 |
$16,321 | | TSLA | 36,700 | -7,300 | $16,321 | | Goldman Sachs Group Inc. |
20,000 |
-2,000 |
$15,927 | | GS | 20,000 | -2,000 | $15,927 | | JP Morgan Chase & Co |
50,000 |
-2,000 |
$15,772 | | JPM | 50,000 | -2,000 | $15,772 | | Apple Inc. |
61,500 |
UNCH |
$15,660 | | AAPL | 61,500 | UNCH | $15,660 | | Flutter Entertainment PLC |
61,000 |
+6,000 |
$15,494 | | FLUT | 61,000 | +6,000 | $15,494 |  Federal Agric Mtg Corp |
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$15,007 | | AGM.A | 97,989 | +8,214 | $12,151 | | AGM | 17,000 | -14,000 | $2,856 | | Berkshire Hathaway Inc. Class A |
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$12,821 | | BRK.A | 17 | UNCH | $12,821 | | KKR & Co. LP |
98,000 |
-2,000 |
$12,735 | | KKR | 98,000 | -2,000 | $12,735 | | Eli Lilly & Co |
15,500 |
+8,250 |
$11,826 | | LLY | 15,500 | +8,250 | $11,826 | | East West Bancorp Inc. |
107,500 |
-12,500 |
$11,443 | | EWBC | 107,500 | -12,500 | $11,443 | | Interface Inc. |
225,000 |
-200,000 |
$6,512 | | TILE | 225,000 | -200,000 | $6,512 | | Park Hotels & Resorts Inc. |
475,000 |
+373,500 |
$5,263 | | PK | 475,000 | +373,500 | $5,263 | | FedEx Corporation |
22,000 |
-23,000 |
$5,188 | | FDX | 22,000 | -23,000 | $5,188 |
See Full List: All Stocks Held By Matthew 25 Management Corp
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Matthew 25 Management Corp
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