Matthew 25 Management Corp
Top Portfolio Positions
18 positions ·
$278,174,390 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
376,000 | $65,574,400 | 23.57% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
98,000 | $33,119,100 | 11.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,500 | $25,293,675 | 9.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,250 | $20,462,527 | 7.36% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
8,550 | $14,783,121 | 5.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
17,000 | $14,381,830 | 5.17% | |
| AAPL |
Apple Inc.
Technology
|
55,000 | $13,958,450 | 5.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,000 | $13,531,360 | 4.86% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
85,500 | $12,506,940 | 4.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
32,500 | $12,081,875 | 4.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TILE
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,025,600 | 180,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,511,500 | 225,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,895,250 | 425,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,011,200 | 555,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,829,150 | 609,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,512,050 | 765,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,111,000 | 825,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $14,483,702 | 861,100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,304,500 | 975,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,055,250 | 1,025,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,877,900 | 1,010,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,201,200 | 1,010,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,623,250 | 975,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,787,725 | 977,500 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $12,101,100 | 965,000 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,380,020 | 986,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,232,250 | 955,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,278,875 | 942,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,961,250 | 912,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,620,480 | 851,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,877,500 | 655,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,877,930 | 470,250 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,328,040 | 286,000 | Shares | Sole | 2020-09-23 | |
| 2020-03-31 | $415,800 | 55,000 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||