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Matthew 25 Management Corp.
Matthew 25 Management Corp is an investment adviser firm headquartered in Ambler, Pennsylvania, United States. The firm was incorporated in Pennsylvania and manages assets for investment companies, including mutual funds. As of 2025, it reported approximately $282 million in assets under management. Matthew 25 Management Corp typically operates with a very small team, around 1 employee, and is responsible for overseeing the Matthew 25 Fund, focusing on portfolio management for its clients.
Investment Strategy
Matthew 25 Management Corp manages the Matthew 25 Fund, which invests in a concentrated portfolio of U.S.-listed equities, selecting companies with strong growth prospects and durable competitive advantages. The firm's strategy emphasizes long-term capital appreciation through bottom-up fundamental analysis, focusing on high-quality businesses across various sectors. It seeks to identify undervalued stocks for potential outperformance while maintaining a disciplined buy-and-hold philosophy and low turnover.
Latest 13F Filing Activity
Matthew 25 Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $311M. The fund increased holdings in Nvidia Corp., Taiwan Semiconductor Manufacturing Co. LTD, Mercadolibre Inc. among other positions. Matthew 25 Management Corp. reduced exposure to Park Hotels & Resorts Inc., Federal Agric MTG Corp., Novo Nordisk A S among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | Nvidia Corp. | 22.98% | $71.5M | 452,500 | $74.05 | $157.99 | +$24.0M |
M MELI | Mercadolibre Inc | 11.34% | $35.3M | 13,500 | $1764.48 | $2613.63 | +$8.0M |
A AMZN | Amazon | 10.05% | $31.3M | 142,500 | $126.15 | $219.39 | +$3.7M |
F FLUT | Flutter Entertainment PLC | 5.05% | $15.7M | 55,000 | $243.15 | $285.76 | +$2.8M |
G GS | Goldman Sachs Group, Inc. | 5.00% | $15.6M | 22,000 | $148.84 | $707.75 | +$2.5M |
Industry Allocation
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