Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $471 Million
  • Q3 2024

Lafayette Investments, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $471 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 $56.4M, Markel Corp with a value of $32M, Progressive Corp with a value of $23.8M, Meta Platforms, Inc. with a value of $15.8M, and Microsoft Corp with a value of $15.3M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $437M to 471M.

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

Portfolio value $471 Million
Financial Services: $168 Million
Technology: $75.1 Million
Industrials: $62.7 Million
Consumer Cyclical: $58 Million
Communication Services: $36.9 Million
Consumer Defensive: $31.5 Million
Healthcare: $19.5 Million
Basic Materials: $7.17 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$609B
$56.4 Million 11.98% of portfolio
122,548
Q3 2024 Reduced 2.29%
$24B
$32 Million 6.79% of portfolio
20,406
Q3 2024 Reduced 0.26%
$143B
$23.8 Million 5.06% of portfolio
93,970
Q3 2024 Reduced 2.59%
$1.38T
$15.8 Million 3.35% of portfolio
27,561
Q3 2024 Added 0.13%
$3.2T
$15.3 Million 3.25% of portfolio
35,606
Q3 2024 Added 0.03%
$107B
$15.2 Million 3.22% of portfolio
19,608
Q3 2024 Added 0.46%
$3.7T
$13.6 Million 2.88% of portfolio
58,299
Q3 2024 Reduced 0.1%
$162B
$12.8 Million 2.73% of portfolio
47,403
Q3 2024 Reduced 0.18%
$1.2T
$11.8 Million 2.51% of portfolio
70,579
Q3 2024 Reduced 0.1%
$52.7B
$11.7 Million 2.49% of portfolio
87,253
Q3 2024 Reduced 0.29%
$17.3B
$11.1 Million 2.36% of portfolio
180,870
Q3 2024 Reduced 0.93%
$129B
$10.4 Million 2.21% of portfolio
17,770
Q3 2024 Reduced 0.15%
$61.3B
$10.3 Million 2.19% of portfolio
3,270
Q3 2024 Reduced 0.24%
$25.6B
$9.43 Million 2.0% of portfolio
86,614
Q3 2024 Reduced 1.13%
$56.8B
$8.52 Million 1.81% of portfolio
34,294
Q3 2024 Reduced 0.43%
$67.6B
$7.83 Million 1.66% of portfolio
55,764
Q3 2024 Added 1.85%
$109B
$7.21 Million 1.53% of portfolio
73,963
Q3 2024 Added 1.68%
$28.3B
$6.94 Million 1.47% of portfolio
349,052
Q3 2024 Added 1.66%
$86B
$6.81 Million 1.45% of portfolio
10,787
Q3 2024 Reduced 0.14%
$204B
$6.85 Million 1.45% of portfolio
40,275
Q3 2024 Reduced 0.21%
$16.7B
$6.79 Million 1.44% of portfolio
48,579
Q3 2024 Added 0.01%
$139B
$6.34 Million 1.35% of portfolio
97,750
Q3 2024 Added 0.78%
$22.9B
$6.09 Million 1.29% of portfolio
10,081
Q3 2024 Reduced 52.97%
$20.6B
$6.01 Million 1.28% of portfolio
75,974
Q3 2024 Reduced 0.52%
$417B
$5.56 Million 1.18% of portfolio
6,270
Q2 2024 Reduced 0.79%
$11.7B
$4.71 Million 1.0% of portfolio
32,332
Q3 2024 Reduced 0.52%
$222B
$4.69 Million 1.0% of portfolio
13,278
Q3 2024 Added 0.08%
$271B
$4.7 Million 1.0% of portfolio
65,351
Q3 2024 Reduced 1.56%
$23.6B
$4.68 Million 0.99% of portfolio
24,284
Q3 2024 Reduced 1.12%
$12.6B
$4.59 Million 0.97% of portfolio
27,539
Q3 2024 Added 13.03%
$107B
$4.48 Million 0.95% of portfolio
20,083
Q3 2024 Reduced 8.85%
$106B
$4.12 Million 0.88% of portfolio
52,845
Q3 2024 Added 2.23%
$468B
$4.11 Million 0.87% of portfolio
35,089
Q3 2024 Reduced 0.76%
$8.21B
$4.05 Million 0.86% of portfolio
25,173
Q3 2024 Reduced 0.98%
$89.2B
$4.07 Million 0.86% of portfolio
46,097
Q3 2024 Added 90.68%
$7.44B
$3.81 Million 0.81% of portfolio
35,876
Q3 2024 Reduced 4.31%
$9.11B
$3.77 Million 0.8% of portfolio
41,980
Q3 2024 Added 4.3%
$3.51B
$3.72 Million 0.79% of portfolio
4,525
Q2 2024 Reduced 2.23%
$195B
$3.52 Million 0.75% of portfolio
36,599
Q3 2024 Added 1.44%
$42.2B
$3.25 Million 0.69% of portfolio
72,073
Q3 2024 Reduced 1.68%
$36.9B
$3.15 Million 0.67% of portfolio
8,214
Q3 2024 Reduced 4.63%
$24.2B
$3.09 Million 0.66% of portfolio
8,586
Q2 2024 Added 0.74%
$4.3B
$3.09 Million 0.66% of portfolio
14,826
Q3 2024 Reduced 2.63%
$2.3T
$3.11 Million 0.66% of portfolio
16,664
Q3 2024 Added 13.47%
$761B
$2.97 Million 0.63% of portfolio
14,093
Q3 2024 Reduced 0.16%
$75.7B
$2.27 Million 0.48% of portfolio
6,568
Q2 2024 Added 1.97%
$177B
$2.26 Million 0.48% of portfolio
11,620
Q3 2024 Reduced 0.51%
$373B
$2.22 Million 0.47% of portfolio
56,054
Q3 2024 Reduced 0.8%
$523B
$2.15 Million 0.46% of portfolio
7,807
Q3 2024 Added 8.43%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $471 Million
  • Prior Value $437 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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