Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $468 Million
  • Q1 2025

Lafayette Investments, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $63.3M, Markel Corp with a value of $37.9M, Progressive Corp with a value of $25.7M, Meta Platforms, Inc. with a value of $16.1M, and Microsoft Corp with a value of $13.6M.

Examining the 13F form we can see an increase of $7.15M in the current position value, from $461M to 468M.

Below you can find more details about Lafayette Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $468 Million
Financial Services: $182 Million
Technology: $71 Million
Industrials: $55.9 Million
Consumer Cyclical: $54.1 Million
Communication Services: $36 Million
Consumer Defensive: $31.1 Million
Healthcare: $17.9 Million
Energy: $7.35 Million
Other: $12.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$63.3 Million 13.52% of portfolio
118,768
Q1 2025 Reduced 1.42%
$27B
$37.9 Million 8.09% of portfolio
20,248
Q1 2025 Reduced 0.31%
$143B
$25.7 Million 5.49% of portfolio
90,779
Q1 2025 Reduced 1.37%
$1.62T
$16.1 Million 3.43% of portfolio
27,858
Q1 2025 Added 0.13%
$3.8T
$13.6 Million 2.9% of portfolio
36,173
Q1 2025 Added 1.17%
$133B
$13.5 Million 2.89% of portfolio
19,860
Q1 2025 Added 0.09%
$51.4B
$13.4 Million 2.86% of portfolio
86,822
Q1 2025 Reduced 0.51%
$3.41T
$12.9 Million 2.75% of portfolio
57,906
Q1 2025 Reduced 0.78%
$70.8B
$12.4 Million 2.66% of portfolio
3,259
Q1 2025 Added 0.65%
$1.16T
$11.2 Million 2.38% of portfolio
71,399
Q1 2025 Added 1.22%
$137B
$11 Million 2.35% of portfolio
47,069
Q1 2025 Reduced 0.27%
$64.2B
$7.99 Million 1.71% of portfolio
33,738
Q1 2025 Reduced 0.54%
$23.6B
$8.01 Million 1.71% of portfolio
87,146
Q1 2025 Added 1.12%
$430B
$7.97 Million 1.7% of portfolio
48,036
Q1 2025 Reduced 1.89%
$175B
$7.63 Million 1.63% of portfolio
97,500
Q1 2025 Reduced 0.74%
$12.8B
$7.44 Million 1.59% of portfolio
138,858
Q1 2025 Reduced 21.65%
$21.8B
$6.73 Million 1.44% of portfolio
73,192
Q1 2025 Reduced 1.19%
$108B
$6.48 Million 1.39% of portfolio
66,076
Q1 2025 Reduced 8.41%
$37.2B
$6.45 Million 1.38% of portfolio
331,966
Q1 2025 Reduced 3.55%
$121B
$6.34 Million 1.36% of portfolio
14,197
Q1 2025 Reduced 7.27%
$13.7B
$6.19 Million 1.32% of portfolio
28,340
Q1 2025 Added 1.79%
$58.2B
$6.11 Million 1.31% of portfolio
58,316
Q1 2025 Added 3.69%
$419B
$5.79 Million 1.24% of portfolio
6,118
Q1 2025 Reduced 2.78%
$17.5B
$5.71 Million 1.22% of portfolio
47,924
Q1 2025 Reduced 1.69%
$21.3B
$5.53 Million 1.18% of portfolio
9,866
Q1 2025 Reduced 1.27%
$27.9B
$5.42 Million 1.16% of portfolio
23,776
Q1 2025 Reduced 0.93%
$104B
$4.83 Million 1.03% of portfolio
19,788
Q1 2025 Reduced 0.68%
$303B
$4.63 Million 0.99% of portfolio
64,634
Q1 2025 Reduced 0.65%
$178B
$4.42 Million 0.94% of portfolio
14,167
Q1 2025 Added 7.94%
$3.42B
$4.18 Million 0.89% of portfolio
4,350
Q1 2025 Reduced 0.18%
$450B
$4.13 Million 0.88% of portfolio
34,768
Q1 2025 Reduced 0.94%
$13.1B
$4.08 Million 0.87% of portfolio
31,249
Q1 2025 Reduced 3.11%
$7.53B
$4.02 Million 0.86% of portfolio
34,496
Q1 2025 Reduced 2.5%
$91.4B
$3.84 Million 0.82% of portfolio
6,312
Q1 2025 Reduced 1.47%
$86.5B
$3.81 Million 0.81% of portfolio
58,337
Q1 2025 Added 7.25%
$220B
$3.52 Million 0.75% of portfolio
35,654
Q1 2025 Reduced 1.52%
$853B
$3.49 Million 0.75% of portfolio
14,219
Q1 2025 Added 1.07%
$2.34T
$3.4 Million 0.73% of portfolio
17,874
Q1 2025 Added 5.58%
$8.76B
$3.37 Million 0.72% of portfolio
51,535
Q1 2025 Added 17.55%
$45.6B
$3.08 Million 0.66% of portfolio
67,324
Q1 2025 Reduced 4.53%
$16.9B
$3.06 Million 0.65% of portfolio
8,300
Q1 2025 Reduced 1.76%
$93.2B
$2.88 Million 0.62% of portfolio
45,393
Q1 2025 Added 3.11%
$6.95B
$2.84 Million 0.61% of portfolio
24,903
Q1 2025 Reduced 0.78%
$574B
$2.8 Million 0.6% of portfolio
7,979
Q1 2025 Added 4.15%
$4.05B
$2.76 Million 0.59% of portfolio
14,156
Q1 2025 Reduced 0.42%
$72.6B
$2.61 Million 0.56% of portfolio
6,544
Q1 2025 Added 0.86%
$177B
$2.27 Million 0.49% of portfolio
11,688
Q1 2025 Added 2.2%
$381B
$2.26 Million 0.48% of portfolio
54,267
Q1 2025 Reduced 1.79%
$293B
$2.13 Million 0.46% of portfolio
12,742
Q1 2025 Reduced 2.97%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $468 Million
  • Prior Value $461 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Lafayette Investments, Inc. Portfolio

Follow Lafayette Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lafayette Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lafayette Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email