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Lesley Buck

Matthew 25 Management Corp

Assets Managed
$301.114M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-7.91%(2Q avg: -3.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Matthew 25 Management Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Matthew 25 Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 301.114M in assets, with a quarterly growth rate of -7.91% and a 2-quarter average growth rate of -3.6%. The portfolio is managed by Lesley Buck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -11.52%
21.78%
$65.574M
376,000 shares@ $174.4 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -1.01%
11%
$33.119M
98,000 shares@ $337.95 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 7.85%
8.41%
$25.294M
27,500 shares@ $919.77 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -19.79%
6.8%
$20.463M
98,250 shares@ $208.28 avg price
MELI
Mercadolibre Inc
Recent Activity
Increased 12.14%
4.91%
$14.783M
8,550 shares@ $1729.02 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -2.85%
4.78%
$14.382M
17,000 shares@ $845.99 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.34%
4.64%
$13.958M
55,000 shares@ $253.79 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.07%
4.5%
$13.531M
46,000 shares@ $294.16 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
New Position
4.16%
$12.507M
85,500 shares@ $146.28 avg price
AGM.A
Federal Agric Mtg Corp-cl A
Recent Activity
Increased 3.84%
4.05%
$12.168M
102,250 shares@ $119.0 avg price

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