Portfolio (Quarterly) Guide ↗

Matthew 25 Management Corp

· CIK 0001351431

13F Portfolio $301M AUM 20 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 5 Added 12 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FDX	FedEx Corporation	Industrials	20,000	$5.8M	1.77%	SOLD
2	TILE	Interface, Inc.	Consumer Cyclical	180,000	$5.0M	1.54%	SOLD
3	NUE	Nucor Corp	Basic Materials	25,000	$4.1M	1.25%	SOLD

Sector Allocation

Technology 49.5%

Consumer Cyclical 17.8%

Financial Services 17.1%

Healthcare 9.5%

Real Estate 3.5%

Basic Materials 2.7%