Lafayette Investments, Inc.
CIK: 0001308377SEC EDGAR →
Portfolio Value
$529.1M
Holdings
156
As of
Q4 2025
New Positions
7
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 118,839 | $59.7M | 11.29% |
| 2 | MARKEL GROUP INC | 20,393 | $43.8M | 8.29% |
| 3 | KLA CORP | 18,975 | $23.1M | 4.36% |
| 4 | ALPHABET INC | 71,329 | $22.4M | 4.23% |
| 5 | PROGRESSIVE CORP | 88,867 | $20.2M | 3.82% |
| 6 | META PLATFORMS INC | 28,860 | $19.1M | 3.60% |
| 7 | MICROSOFT CORP | 36,579 | $17.7M | 3.34% |
| 8 | APPLE INC | 58,155 | $15.8M | 2.99% |
| 9 | BARRICK MNG CORP | 328,535 | $14.3M | 2.70% |
| 10 | LOWES COS INC | 44,008 | $10.6M | 2.01% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $137.1M | 25.9% |
| Technology | 24 | $95.8M | 18.1% |
| Unknown | 7 | $63.8M | 12.1% |
| Industrials | 19 | $54.4M | 10.3% |
| Consumer Cyclical | 19 | $53.6M | 10.1% |
| Communication Services | 7 | $50.8M | 9.6% |
| Consumer Defensive | 10 | $26.0M | 4.9% |
| Healthcare | 17 | $22.9M | 4.3% |
| Basic Materials | 2 | $14.8M | 2.8% |
| Energy | 6 | $8.3M | 1.6% |
| Real Estate | 4 | $1.1M | 0.2% |
| Utilities | 1 | $458K | 0.1% |