Long-term investor
Matthew 25 Management Corp. @matthew25managementcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001351431).
Record
- Tracked since 2025-06-30 (445 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +16.0% · 6 months n/a · 1 year +21.5% · all +21.5%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 22.0% · long · since 2025-06-30
- TSM · 13.7% · long · since 2025-06-30
- LLY · 8.5% · long · since 2025-06-30
- AMZN · 6.7% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- GS · 4.4% · long · since 2025-06-30
- MELI · 4.3% · long · since 2025-06-30
- AGMA · 4.3% · long · since 2025-06-30
- COHR · 4.1% · long · since 2026-03-31
- TSLA · 4.0% · long · since 2025-06-30
- JPM · 4.0% · long · since 2025-06-30
- PLTR · 3.6% · long · since 2026-03-31