Monitor for any future conversion to a Schedule 13D, which would signal activist intent. The 10.12% stake is significant and could provide leverage if the fund's investment thesis changes.
Price Chart
Executive Summary
Matthew 25 Management Corp filed a Schedule 13G disclosing a passive 10.12% stake in Federal Agricultural Mortgage Corp (AGM) as of September 30, 2026. This is a new filing from this filer, increasing from a prior 13G filed in January 2026. The stake is held through the Matthew 25 Fund, an open-end investment company, and the filing certifies no intent to influence control.
Key Financial Metrics
Key Facts
- Matthew 25 Management Corp disclosed beneficial ownership of 104,296 shares of Class A common stock.
- The stake represents 10.12% of shares outstanding.
- The filing is a new Schedule 13G (not an amendment) from Matthew 25 Management Corp, filed on October 5, 2026.
- The securities are held through the Matthew 25 Fund, an advisory client of Matthew 25 Management Corp.
- The filer certifies passive intent under Rule 13d-1(b), with no purpose of changing or influencing control.
Financial Impact
10.12% passive stake valued at approximately $10.4 million based on current market price (not explicitly stated in filing).
Risk Factors
- Passive filing — no immediate catalyst for price movement.
- Large stake could limit liquidity if the fund decides to exit.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001351431-26-000006 |
| Document: 0001351431-26-000006-index.html | 0001351431-26-000006 |
| Document: 0001351431-26-000006.txt | 0001351431-26-000006 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 8-K | $199.64 | awaiting T+20 | — | $204.02 (+2.19%) |
Oct 21, 2026 6d ago | Court Ruling | $201.42 | awaiting T+20 | — | $204.02 (+1.29%) |
Oct 5, 2026 21d ago | SC 13G | $213.92 | awaiting T+20 | — | $204.02 (−4.63%) |
Sep 22, 2026 5w ago | Court Ruling | $217.17 $199.47 | ▼ −8.15% | ▼ −8.84% | $204.02 (−6.06%) |
Aug 14, 2026 10w ago | 8-K | $232.70 $225.21 | ▼ −3.22% | ▼ −1.23% | $204.02 (−12.32%) |
Aug 8, 2026 11w ago | Institutional Cluster | $233.61 $226.09 | ▼ −3.22% | ▼ −2.30% | $204.02 (−12.67%) |
Jul 27, 2026 13w ago | Court Ruling | $212.64 $219.11 | ▲ +3.04% | ▼ −0.34% | $204.02 (−4.05%) |
Jun 8, 2026 20w ago | 8-K | $23.64 $23.85 | ▲ +0.87% | ▼ −0.53% | $204.02 (+763.03%) |
May 13, 2026 23w ago | 8-K | $24.10 $23.45 | ▼ −2.70% | ▼ −1.84% | $204.02 (+746.56%) |
May 12, 2026 24w ago | 8-K | $24.01 $23.59 | ▼ −1.77% | ▼ −1.16% | $204.02 (+749.73%) |
US Market Status
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