1y return+22.3%S&P 500 +20.9%
3y return+82.7%S&P 500 +68.5%
5y return+64.1%S&P 500 +74.5%
10y return+292.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $392 against $357 in the S&P 500.2
Matthew 25 Management CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp. | $76.1M | 22.0% | +1.2% |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $47.3M | 13.7% | +1.0% |
| LLYEli Lilly & Co | $29.4M | 8.5% | −10.9% |
| AMZNAmazon | $23.2M | 6.7% | |
| AAPLApple, Inc. | $15.5M | 4.5% | −2.7% |
| GSGoldman Sachs Group, Inc. | $15.2M | 4.4% | −11.8% |
| MELIMercadolibre Inc | $15.0M | 4.3% | +3.5% |
| AGM/AFederal Agric Mtg Corp | $15.0M | 4.3% | |
| COHRCoherent Corp. | $14.0M | 4.1% | +26.8% |
| TSLATesla, Inc. | $13.7M | 4.0% | |
| JPMJP Morgan Chase & Co | $13.7M | 4.0% | −9.2% |
| PLTRPalantir Technologies Inc. | $12.5M | 3.6% | +25.7% |
| PKPark Hotels & Resorts Inc. | $11.8M | 3.4% | −5.9% |
| BRK/ABerkshire Hathaway Inc. Class A | $10.5M | 3.0% | −6.7% |
| EWBCEast West Bancorp, Inc. | $9.4M | 2.7% | −17.1% |
| KKRKKR & Co. LP | $9.2M | 2.7% | |
| CRCLCircle Internet Group, Inc. | $5.2M | 1.5% | +32.8% |
| SOLSSolstice Advanced Materials Inc. | $3.9M | 1.1% | −53.7% |
| FNMAFederal National Mortgage Association | $2.8M | 0.8% | +28.4% |
| AGMFederal Agric Mtg Corp | $2.2M | 0.6% | −30.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GSGoldman Sachs Group, Inc. | June 30, 2020 | +411.8% | $15.2M |
| NVDANvidia Corp. | December 31, 2023 | +304.0% | $76.1M |
| EWBCEast West Bancorp, Inc. | June 30, 2020 | +256.2% | $9.4M |
| JPMJP Morgan Chase & Co | June 30, 2020 | +248.0% | $13.7M |
| AAPLApple, Inc. | June 30, 2020 | +217.3% | $15.5M |
| AGMFederal Agric Mtg Corp | June 30, 2020 | +211.3% | $2.2M |
| KKRKKR & Co. LP | June 30, 2020 | +197.2% | $9.2M |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | March 31, 2025 | +187.7% | $47.3M |
| BRK/ABerkshire Hathaway Inc. Class A | June 30, 2020 | +180.2% | $10.5M |
| AGM/AFederal Agric Mtg Corp | June 30, 2020 | +162.3% | $15.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.1% | +14.8% |
| March 31, 2026 | −5.5% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +18.5% | +10.5% |
| March 31, 2025 | −11.4% | −4.6% |
| December 31, 2024 | +9.5% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +13.5% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +10.6% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −9.4% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −8.0% | −4.9% |
| December 31, 2021 | +8.3% | +10.7% |
| September 30, 2021 | −4.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Matthew 25 Management Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1351431&type=13F-HR&dateb=&owner=include&count=40CIK 1351431
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1351431/000135143126000004/Filed August 14, 2026 · accession 0001351431-26-000004