Lafayette Investments, Inc.
CIK: 0001308377Latest portfolio: $529.1M · Q4 2025
Holdings
156
Total Value
$529.1M
New Positions
6
Closed Positions
6
Top Holdings
View All 156 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 118,839 | $59.7M | 11.29% | +963 | |
| 2 | MKLMARKEL GROUP INC | 20,393 | $43.8M | 8.29% | +218 | |
| 3 | KLACKLA CORP | 18,975 | $23.1M | 4.36% | -1,138 | |
| 4 | GOOGALPHABET INC | 71,329 | $22.4M | 4.23% | -2,002 | |
| 5 | PGRPROGRESSIVE CORP | 88,867 | $20.2M | 3.82% | +143 | |
| 6 | METAMETA PLATFORMS INC | 28,860 | $19.1M | 3.60% | +339 | |
| 7 | MSFTMICROSOFT CORP | 36,579 | $17.7M | 3.34% | +142 | |
| 8 | AAPLAPPLE INC | 58,155 | $15.8M | 2.99% | -140 | |
| 9 | BBARRICK MNG CORP | 328,535 | $14.3M | 2.70% | -1,766 | |
| 10 | LOWLOWES COS INC | 44,008 | $10.6M | 2.01% | -1,135 | |
| 11 | PAYXPAYCHEX INC | 89,445 | $10.0M | 1.90% | +548 | |
| 12 | NSCNORFOLK SOUTHN CORP | 33,429 | $9.7M | 1.82% | -41 | |
| 13 | SCHWSCHWAB CHARLES CORP | 95,684 | $9.6M | 1.81% | -264 | |
| 14 | AZOAUTOZONE INC | 2,739 | $9.3M | 1.76% | -129 | |
| 15 | JNJJOHNSON & JOHNSON | 44,680 | $9.2M | 1.75% | -413 | |
| 16 | TROWPRICE T ROWE GROUP INC | 85,220 | $8.7M | 1.65% | -721 | |
| 17 | JEFJEFFERIES FINL GROUP INC | 137,585 | $8.5M | 1.61% | -467 | |
| 18 | LLOEWS CORP | 72,923 | $7.7M | 1.45% | -400 | |
| 19 | PEPPEPSICO INC | 46,932 | $6.7M | 1.27% | -1,251 | |
| 20 | LMTLOCKHEED MARTIN CORP | 13,588 | $6.6M | 1.24% | -74 | |
| 21 | GPCGENUINE PARTS CO | 46,209 | $5.7M | 1.07% | -1,115 | |
| 22 | SBUXSTARBUCKS CORP | 63,850 | $5.4M | 1.02% | -288 | |
| 23 | AMZNAMAZON COM INC | 22,627 | $5.2M | 0.99% | +2K | |
| 24 | PAYCPAYCOM SOFTWARE INC | 32,743 | $5.2M | 0.99% | +3K | |
| 25 | JPMJPMORGAN CHASE & CO. | 15,889 | $5.1M | 0.97% | -120 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.3837202369559874e+129T)
Technology0.0% ($2.3056176901580954e+81T)
Consumer Cyclical0.0% ($1.0613928956815376e+59T)
Industrials0.0% ($1.003396516572489e+57T)
Healthcare0.0% ($9.24635172567177e+45T)
Consumer Defensive0.0% ($6.735471344454217e+26T)
Communication Services0.0% ($2238319050395334912.0T)
Unknown0.0% ($597341627828754.4T)
Energy0.0% ($49461931498.3T)
Real Estate0.0% ($319.3T)
Basic Materials0.0% ($14.3B)
Utilities0.0% ($458K)
Filing History
Fund Information
Lafayette Investments, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $529.1M across 156 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 11.3% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.