Matthew 25 Management Corp - Portfolio overview

Matthew 25 Management Corp has 24 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. NVDA - Nvidia Corp., 19.86%
2. TSM - Taiwan Semiconductor Manufacturing Co Ltd, 10.03%
3. LLY - Eli Lilly & Co, 7.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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