AGM Federal Agric. Mortgage CLC

Ownership history in Matthew 25 Management Corp  ·  51 quarters on record

AI Ownership Summary

Matthew 25 Management Corp reported Federal Agric. Mortgage CLC (AGM) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.19% in 2024 Q1. The latest visible filing shows AGM at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Matthew 25 Management Corp's position in Federal Agric. Mortgage CLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGM was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.19% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Matthew 25 Management Corp held AGM — position size vs. price
% of Fund (quarterly)    AGM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 17,000 0% 0.91% $3.0M 2026-02-14 (Est.) $172.16
2025 Q3 REDUCED 17,000 -14,000 -45.2% 0.88% $2.9M 2025-11-13 $165.79
2025 Q2 REDUCED 31,000 -24,000 -43.6% 1.94% $6.0M 2025-08-06 $168.24
2025 Q1 REDUCED 55,000 -5,000 -8.3% 3.80% $10.3M 2025-05-14 $188.99
2024 Q4 REDUCED 60,000 -1,500 -2.4% 3.75% $11.8M 2025-02-04 $188.77
2024 Q3 REDUCED 61,500 -3,000 -4.7% 3.87% $11.5M 2024-11-07 $199.09
2024 Q2 ADDED 64,500 +2,000 +3.2% 4.05% $11.7M 2024-08-06 $166.54
2024 Q1 UNCHANGED 62,500 0% 4.19% $12.3M 2024-05-14 $169.50
2023 Q4 REDUCED 62,500 -8,000 -11.3% 4.18% $12.0M 2024-02-01 $175.54
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Matthew 25 Management Corp and AGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Matthew 25 Management Corp reported owning AGM?

Matthew 25 Management Corp reported AGM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AGM position in Matthew 25 Management Corp's portfolio?

The largest reported portfolio weight for AGM was 4.19% in 2024 Q1.

What is the latest reported AGM position on this page?

The most recent filing on this page is 2025 Q4, when Matthew 25 Management Corp reported 17,000 shares, equal to 0.91% of portfolio, with an estimated market value of $3.0M.

What does the chart on this AGM ownership page compare?

The chart compares Matthew 25 Management Corp's quarterly AGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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