Matthew 25 Management Corp - Portfolio Stock Holdings

Matthew 25 Management Corp disclosed 21 stock positions in a recent SEC 13F filing. $345,467,001 of stock holdings were filed, with the largest holdings including NVDA, TSM, and LLY. This filing represented positions held on Sept. 30, 2026, and was filed today.

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.