Matthew 25 Management Corp - Portfolio Stock Holdings

Matthew 25 Management Corp disclosed 23 stock positions in a recent SEC 13F filing. $297,370,186 of stock holdings were filed, with the largest holdings including NVDA, TSM, and LLY. This filing represented positions held on March 31, 2026, and was filed on May 12, 2026.

We estimate the fund has a total AUM of $315,935,375 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.