StockDriftsStockDriftsTop 20 Matthew 25 Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia Corp. | 21.78% | 376.0K | $65.6M | -11.53%(-49.00K) | $68.15(+185.90%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 11% | 98.0K | $33.1M | -1.01%(-1.00K) | $225.67(+92.38%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 8.4% | 27.5K | $25.3M | +7.84%(+2.00K) | $849.21(+42.95%) | 2026-03-31 | |
| AMZN | Amazon | 6.8% | 98.3K | $20.5M | -19.80%(-24.25K) | $129.70(+87.11%) | 2026-03-31 | |
| MELI | Mercadolibre Inc | 4.91% | 8.6K | $14.8M | +12.13%(+925) | $1712.96(+2.94%) | 2026-03-31 | |
| GS | Goldman Sachs Group, Inc. | 4.78% | 17.0K | $14.4M | -2.86%(-500) | $108.66(+839.67%) | 2026-03-31 | |
| AAPL | Apple, Inc. | 4.64% | 55.0K | $14.0M | -4.35%(-2.50K) | $55.17(+459.46%) | 2026-03-31 | |
| JPM | JP Morgan Chase & Co | 4.49% | 46.0K | $13.5M | -1.08%(-500) | $55.71(+500.38%) | 2026-03-31 | |
| PLTR | Palantir Technologies Inc. | 4.15% | 85.5K | $12.5M | new | $162.01(-20.19%) | 2026-03-31 | |
| AGM.A | Federal Agric Mtg Corp | 4.04% | 102.3K | $12.2M | +3.83%(+3.77K) | $89.82(+60.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.51% | +70.71% |
| Top 20 Holdings Unweighted | +22.50% | +83.82% |
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