Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $461 Million
  • Q4 2024

Lafayette Investments, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $461 Million distributed in 149 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 $54.6M, Markel Corp with a value of $35.1M, Progressive Corp with a value of $22.1M, Meta Platforms, Inc. with a value of $16.4M, and Microsoft Corp with a value of $15.1M.

Examining the 13F form we can see an decrease of $10.2M in the current position value, from $471M to 461M. Also it can be appreciated an additional of 10 stocks purchases and 7 closed positions.

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

Portfolio value $461 Million
Financial Services: $173 Million
Technology: $71.8 Million
Industrials: $56.1 Million
Consumer Cyclical: $54.3 Million
Communication Services: $39.8 Million
Consumer Defensive: $30.3 Million
Healthcare: $17.3 Million
Energy: $6.66 Million
Other: $11.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$688B
$54.6 Million 11.85% of portfolio
120,479
Q4 2024 Reduced 1.69%
$25B
$35.1 Million 7.61% of portfolio
20,310
Q4 2024 Reduced 0.47%
$161B
$22.1 Million 4.79% of portfolio
92,040
Q4 2024 Reduced 2.05%
$1.32T
$16.4 Million 3.56% of portfolio
27,823
Q4 2024 Added 0.95%
$2.88T
$15.1 Million 3.27% of portfolio
35,755
Q4 2024 Added 0.42%
$3.44T
$14.6 Million 3.17% of portfolio
58,364
Q4 2024 Added 0.11%
$13.6B
$13.9 Million 3.02% of portfolio
177,217
Q4 2024 Reduced 2.02%
$1T
$13.4 Million 2.92% of portfolio
70,539
Q4 2024 Reduced 0.06%
$102B
$12.5 Million 2.71% of portfolio
19,843
Q4 2024 Added 1.2%
$52.3B
$12.2 Million 2.66% of portfolio
87,265
Q4 2024 Added 0.01%
$140B
$11.6 Million 2.53% of portfolio
47,198
Q4 2024 Reduced 0.43%
$67.8B
$10.4 Million 2.25% of portfolio
3,238
Q4 2024 Reduced 0.98%
$21B
$9.75 Million 2.12% of portfolio
86,184
Q4 2024 Reduced 0.5%
$54.1B
$7.96 Million 1.73% of portfolio
33,920
Q4 2024 Reduced 1.09%
$122B
$7.44 Million 1.61% of portfolio
15,310
Q4 2024 Reduced 13.84%
$143B
$7.27 Million 1.58% of portfolio
98,230
Q4 2024 Added 0.49%
$426B
$7.08 Million 1.54% of portfolio
48,960
Q4 2024 Added 1.23%
$203B
$6.72 Million 1.46% of portfolio
44,167
Q4 2024 Added 9.66%
$114B
$6.58 Million 1.43% of portfolio
72,142
Q4 2024 Reduced 2.46%
$21B
$6.27 Million 1.36% of portfolio
74,075
Q4 2024 Reduced 2.5%
$20.5B
$6.09 Million 1.32% of portfolio
9,993
Q4 2024 Reduced 0.87%
$396B
$5.77 Million 1.25% of portfolio
6,293
Q4 2024 Added 0.37%
$12.9B
$5.71 Million 1.24% of portfolio
27,842
Q4 2024 Added 1.1%
$17B
$5.69 Million 1.24% of portfolio
48,749
Q4 2024 Added 0.35%
$34.1B
$5.33 Million 1.16% of portfolio
344,187
Q4 2024 Reduced 1.39%
$80.6B
$4.64 Million 1.01% of portfolio
54,394
Q4 2024 Added 2.93%
$190B
$4.62 Million 1.0% of portfolio
13,125
Q4 2024 Reduced 1.15%
$28.7B
$4.48 Million 0.97% of portfolio
24,000
Q4 2024 Reduced 1.17%
$116B
$4.23 Million 0.92% of portfolio
19,923
Q4 2024 Reduced 0.8%
$7.23B
$4.26 Million 0.92% of portfolio
35,381
Q4 2024 Reduced 1.38%
$11.2B
$4.21 Million 0.91% of portfolio
32,252
Q4 2024 Reduced 0.25%
$180B
$4.03 Million 0.88% of portfolio
36,203
Q4 2024 Reduced 1.08%
$80.3B
$4.07 Million 0.88% of portfolio
6,406
Q4 2024 Reduced 40.61%
$301B
$4.05 Million 0.88% of portfolio
65,059
Q4 2024 Reduced 0.45%
$483B
$3.78 Million 0.82% of portfolio
35,097
Q4 2024 Added 0.02%
$3.73B
$3.8 Million 0.82% of portfolio
4,358
Q4 2024 Reduced 3.69%
$1.99T
$3.71 Million 0.81% of portfolio
16,929
Q4 2024 Added 1.59%
$701B
$3.37 Million 0.73% of portfolio
14,068
Q4 2024 Reduced 0.18%
$41.2B
$3.35 Million 0.73% of portfolio
70,518
Q4 2024 Reduced 2.16%
$90.5B
$3.33 Million 0.72% of portfolio
44,024
Q4 2024 Reduced 4.5%
$3.92B
$3.21 Million 0.7% of portfolio
14,216
Q4 2024 Reduced 4.11%
$21.7B
$3.13 Million 0.68% of portfolio
8,449
Q4 2024 Reduced 1.6%
$8.46B
$2.99 Million 0.65% of portfolio
43,841
Q4 2024 Added 4.43%
$7.26B
$2.99 Million 0.65% of portfolio
25,098
Q4 2024 Reduced 0.3%
$555B
$2.42 Million 0.53% of portfolio
7,661
Q4 2024 Reduced 1.87%
$341B
$2.43 Million 0.53% of portfolio
55,256
Q4 2024 Reduced 1.42%
$81.3B
$2.33 Million 0.51% of portfolio
6,488
Q4 2024 Reduced 1.22%
$177B
$2.23 Million 0.48% of portfolio
11,436
Q4 2024 Reduced 1.58%
$17.5B
$2.22 Million 0.48% of portfolio
5,094
Q4 2024 Added 3.16%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $461 Million
  • Prior Value $471 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 45 stocks
  • Sold out of 7 stocks
  • Reduced holdings in 63 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