Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $437 Million
  • Q2 2024

Lafayette Investments, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $437 Million distributed in 142 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 $51M, Markel Corp with a value of $32.2M, Progressive Corp with a value of $20M, Kla Corp with a value of $16.1M, and Microsoft Corp with a value of $15.9M.

Examining the 13F form we can see an decrease of $5.23M in the current position value, from $442M to 437M.

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

Portfolio value $437 Million
Financial Services: $157 Million
Technology: $71.6 Million
Industrials: $59.7 Million
Consumer Cyclical: $48.5 Million
Communication Services: $35.9 Million
Consumer Defensive: $29 Million
Healthcare: $18.2 Million
Energy: $7.14 Million
Other: $9.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$595B
$51 Million 11.68% of portfolio
125,419
Q2 2024 Reduced 2.0%
$21.2B
$32.2 Million 7.38% of portfolio
20,459
Q2 2024 Added 0.17%
$147B
$20 Million 4.59% of portfolio
96,470
Q2 2024 Reduced 0.94%
$111B
$16.1 Million 3.68% of portfolio
19,518
Q2 2024 Reduced 0.39%
$3.19T
$15.9 Million 3.64% of portfolio
35,597
Q2 2024 Added 1.36%
$1.28T
$13.9 Million 3.18% of portfolio
27,525
Q2 2024 Reduced 0.03%
$1.01T
$13 Million 2.97% of portfolio
70,653
Q2 2024 Reduced 0.04%
$3.66T
$12.3 Million 2.81% of portfolio
58,355
Q2 2024 Added 0.14%
$21.4B
$11.5 Million 2.62% of portfolio
21,436
Q2 2024 Reduced 0.52%
$166B
$10.5 Million 2.4% of portfolio
47,487
Q2 2024 Added 6.89%
$47.9B
$10.4 Million 2.37% of portfolio
87,508
Q2 2024 Reduced 0.14%
$24.7B
$10.1 Million 2.31% of portfolio
87,606
Q2 2024 Reduced 2.69%
$60.7B
$9.72 Million 2.22% of portfolio
3,278
Q2 2024 Added 0.06%
$14B
$9.08 Million 2.08% of portfolio
182,576
Q2 2024 Reduced 1.16%
$153B
$8.31 Million 1.9% of portfolio
17,796
Q2 2024 Added 0.1%
$57.1B
$7.39 Million 1.69% of portfolio
34,443
Q2 2024 Reduced 1.74%
$422B
$7.07 Million 1.62% of portfolio
48,341
Q2 2024 Reduced 1.97%
$80.2B
$6.9 Million 1.58% of portfolio
54,751
Q2 2024 Added 2.32%
$19.9B
$6.72 Million 1.54% of portfolio
48,574
Q2 2024 Reduced 0.6%
$234B
$6.66 Million 1.52% of portfolio
40,360
Q2 2024 Added 0.47%
$18.8B
$5.71 Million 1.31% of portfolio
76,374
Q2 2024 Reduced 0.91%
$35.7B
$5.73 Million 1.31% of portfolio
343,340
Q2 2024 Added 2.35%
$112B
$5.66 Million 1.3% of portfolio
72,740
Q2 2024 Added 4.71%
$81.3B
$5.46 Million 1.25% of portfolio
10,802
Q2 2024 Reduced 0.03%
$392B
$5.33 Million 1.22% of portfolio
6,270
Q2 2024 Reduced 0.79%
$111B
$4.64 Million 1.06% of portfolio
22,033
Q2 2024 Reduced 0.18%
$310B
$4.23 Million 0.97% of portfolio
66,386
Q2 2024 Reduced 1.25%
$483B
$4.07 Million 0.93% of portfolio
35,356
Q2 2024 Reduced 1.28%
$24.2B
$4.05 Million 0.93% of portfolio
24,559
Q2 2024 Reduced 0.24%
$220B
$4.03 Million 0.92% of portfolio
13,267
Q2 2024 Added 0.94%
$12.6B
$3.84 Million 0.88% of portfolio
32,501
Q2 2024 Added 2.41%
$175B
$3.58 Million 0.82% of portfolio
36,078
Q2 2024 Reduced 2.55%
$6.4B
$3.54 Million 0.81% of portfolio
37,490
Q2 2024 Reduced 8.35%
$10.1B
$3.49 Million 0.8% of portfolio
24,365
Q2 2024 New
$11.5B
$3.29 Million 0.75% of portfolio
40,248
Q2 2024 Reduced -0.0%
$3.16B
$3.17 Million 0.72% of portfolio
4,525
Q2 2024 Reduced 2.23%
$90B
$3 Million 0.69% of portfolio
51,692
Q2 2024 Added 4.74%
$117B
$3.02 Million 0.69% of portfolio
8,613
Q1 2024 Added 1.23%
$4.12B
$2.86 Million 0.66% of portfolio
15,227
Q2 2024 Reduced 1.84%
$10.1B
$2.89 Million 0.66% of portfolio
25,423
Q2 2024 Added 0.91%
$38B
$2.85 Million 0.65% of portfolio
73,307
Q2 2024 Reduced 41.27%
$617B
$2.86 Million 0.65% of portfolio
14,116
Q2 2024 Reduced 0.07%
$1.92T
$2.84 Million 0.65% of portfolio
14,686
Q2 2024 Added 3.52%
$21.4B
$2.49 Million 0.57% of portfolio
8,586
Q2 2024 Added 0.74%
$177B
$2.27 Million 0.52% of portfolio
11,679
Q2 2024 Added 0.01%
$316B
$2.25 Million 0.51% of portfolio
56,506
Q2 2024 Reduced 1.33%
$285B
$2.13 Million 0.49% of portfolio
13,625
Q2 2024 Reduced 1.22%
$201B
$1.96 Million 0.45% of portfolio
7,857
Q2 2024 Reduced 0.25%
$71.9B
$1.93 Million 0.44% of portfolio
6,568
Q2 2024 Added 1.97%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $437 Million
  • Prior Value $442 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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