Matthew 25 Management Corp - Q12026 Holdings

Matthew 25 Management Corp holds 20 stocks with a total portfolio value of $ 301.11M as of Q12026. In Q12026, Matthew 25 Management Corp added 2 new positions, increased stakes in 5 stocks, reduced 12 holdings, and fully exited 3 positions. The largest holding is Nvidia Corp. (NVDA), representing 21.78% of the total portfolio.