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.
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 |