Matthew 25 Management Corp
Long book
$301.1M
Q1 2026
Positions
20
Top-10 weight
75%
concentration
Last quarter
+15.7%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsMatthew 25 Management Corp is a concentrated fundamental stock-picker, running a $301.1M US long book across 20 positions.
The portfolio is concentrated: the top 10 names carry 75% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, TAIWAN SEMICONDUCTOR-SP ADR, ELI LILLY & CO, AMAZON.COM INC, MERCADOLIBRE INC.
Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+7.6%
Q3 2024
+10.0%
Q4 2024
-11.1%
Q1 2025
+18.3%
Q2 2025
+9.3%
Q3 2025
+3.3%
Q4 2025
-5.2%
Q1 2026
+15.7%
Sector allocation
Technology 36%
Financials 31%
Healthcare 10%
Consumer discretionary 8%
Services media 6%
Industrials 5%
Materials 3%
Other 3%
Long book by quarter
What does Matthew 25 own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 376.0K | $65.6M | 21.8% | -11.5% |
| LLY ELI LILLY & CO | Healthcare | 27.5K | $25.3M | 8.4% | +7.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 98.3K | $20.5M | 6.8% | -19.8% |
| MELI MERCADOLIBRE INC | Services media | 8.6K | $14.8M | 4.9% | +12.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 17.0K | $14.4M | 4.8% | -2.9% |
| AAPL APPLE INC | Technology | 55.0K | $14.0M | 4.6% | -4.3% |
| JPM JPMORGAN CHASE & CO | Financials | 46.0K | $13.5M | 4.5% | -1.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 85.5K | $12.5M | 4.2% | New |
| AGM/A FEDERAL AGRIC MTG CORP-CL A | Financials | 102.3K | $12.2M | 4.0% | +3.8% |
| TSLA TESLA INC | Industrials | 32.5K | $12.1M | 4.0% | -3.0% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 15 | $10.8M | 3.6% | Held |
| EWBC EAST WEST BANCORP INC | Financials | 87.5K | $9.3M | 3.1% | -12.5% |
| KKR KKR & CO INC | Financials | 100.0K | $9.3M | 3.1% | -1.5% |
| SOLS SOLSTICE ADV MATERIALS INC | Materials | 95.0K | $7.2M | 2.4% | -5.9% |
| COHR COHERENT CORP | Other | 28.0K | $6.7M | 2.2% | New |
| CRCL CIRCLE INTERNET GROUP INC | Financials | 62.5K | $6.0M | 2.0% | -16.7% |
| FNMA FANNIE MAE | Financials | 329.5K | $2.4M | 0.8% | +4018.8% |
| AGM FEDERAL AGRIC MTG CORP-CL C | Financials | 15.8K | $2.3M | 0.8% | -7.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 20 | $301.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 21 | $327.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 19 | $324.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 20 | $311.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 19 | $273.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 19 | $315.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 18 | $297.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 20 | $288.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 22 | $293.9M | canonical | SEC ↗ |
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