Matthew 25 Management Corp

Matthew 25 Management Corp is an institution based in Charlotte, NC led by Mark Mulholland, managing $324.7M across 19 long positions as of Q3 2025 with 36% Technology concentration, 78% concentrated in top 10 holdings, and 25% allocation to NVDA.

PresidentMark Mulholland

Portfolio Value: $324.7M
Positions: 19
Top Holding: NVDA at 25.17%
Last Reported: Q3 2025

Address3540 Toringdon Way, Suite 200, Charlotte, NC, 28277, United States

Top Holdings

Largest long holdings in Matthew 25 Management Corp's portfolio (78.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$81.7M	25.17%	-$2.7M Sold	0.00% 438.0K shares	Q4 2023 Held for 1y 11m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$31.6M	9.72%	+$274.5K Bought	0.00% 143.8K shares	Q1 2020 Held for 5y 8m
3 Mercado Libre MELI	Specialty Retail Consumer Cyclical	$30.4M	9.36%	-$1.2M Sold	0.03% 13.0K shares	Q2 2024 Held for 1y 5m
4 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$19.1M	5.89%	+$1.5M Bought	— 68.5K shares	Q2 2025 Held for 5 months
5 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$16.3M	5.03%	-$3.2M Sold	0.00% 36.7K shares	Q2 2022 Held for 3y 5m
6 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$15.9M	4.91%	-$1.6M Sold	0.01% 20.0K shares	≤ Q2 2013 Held for 12y 5m+
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$15.8M	4.86%	-$630.9K Sold	0.00% 50.0K shares	≤ Q2 2013 Held for 12y 5m+
8 Apple AAPL	Consumer Electronics Technology	$15.7M	4.82%	—	0.00% 61.5K shares	≤ Q2 2013 Held for 12y 5m+
9 Flutter Entertainment FLUT	Gambling, Resorts & Casinos Consumer Cyclical	$15.5M	4.77%	+$1.5M Bought	0.03% 61.0K shares	Q4 2024 Held for 11 months
10 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$12.8M	3.95%	—	0.00% 17.0 shares	Q4 2019 Held for 5y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Matthew 25 Management Corp's latest filing

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GthenC

Market Value

$324.7M

Prior: $311.2M

Q/Q Change

+4.35%

+$13.5M

Net Flows % of MV

-3.53%

Turnover Ratio

6.47%

New Purchases

0 stocks

Added To

7 stocks

+$15.3M

Sold Out Of

1 stocks

$2.2M

Reduced Holdings

10 stocks

-$24.5M

Increased Positions

Position	Shares Δ	Change
1 Park Hotels & Resorts Inc. PK	+367.98%	101.5K → 475.0K +$4.1M
2 Eli Lilly LLY	+113.79%	7.3K → 15.5K +$6.3M
3 Huntington Ingalls Industries HII	+35.0%	5.0K → 6.8K +$503.8K
4 Flutter Entertainment FLUT	+10.91%	55.0K → 61.0K +$1.5M
5 Federal Agricultural Mortgage Corporation AGM.A	+9.15%	89.8K → 98.0K +$1.0M

Decreased Positions

Position	Shares Δ	Change
1 Mastercard MA	Sold	4.0K → 0 −$2.2M
2 FedEx FDX	-51.11%	45.0K → 22.0K −$5.4M
3 Interface TILE	-47.06%	425.0K → 225.0K −$5.8M
4 Federal Agricultural Mortgage AGM	-45.16%	31.0K → 17.0K −$2.4M
5 Tesla, Inc. TSLA	-16.59%	44.0K → 36.7K −$3.2M