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
$694B
$63.3 Million 13.52% of portfolio
118,768
Q1 2025 Reduced 1.42%
$24.6B
$37.9 Million 8.09% of portfolio
20,248
Q1 2025 Reduced 0.31%
$165B
$25.7 Million 5.49% of portfolio
90,779
Q1 2025 Reduced 1.37%
$1.25T
$16.1 Million 3.43% of portfolio
27,858
Q1 2025 Added 0.13%
$2.95T
$13.6 Million 2.9% of portfolio
36,173
Q1 2025 Added 1.17%
$99.6B
$13.5 Million 2.89% of portfolio
19,860
Q1 2025 Added 0.09%
$53B
$13.4 Million 2.86% of portfolio
86,822
Q1 2025 Reduced 0.51%
$3.42T
$12.9 Million 2.75% of portfolio
57,906
Q1 2025 Reduced 0.78%
$71.4B
$12.4 Million 2.66% of portfolio
3,259
Q1 2025 Added 0.65%
$979B
$11.2 Million 2.38% of portfolio
71,399
Q1 2025 Added 1.22%
$139B
$11 Million 2.35% of portfolio
47,069
Q1 2025 Reduced 0.27%
$51.9B
$7.99 Million 1.71% of portfolio
33,738
Q1 2025 Reduced 0.54%
$20B
$8.01 Million 1.71% of portfolio
87,146
Q1 2025 Added 1.12%
$409B
$7.97 Million 1.7% of portfolio
48,036
Q1 2025 Reduced 1.89%
$148B
$7.63 Million 1.63% of portfolio
97,500
Q1 2025 Reduced 0.74%
$10.7B
$7.44 Million 1.59% of portfolio
138,858
Q1 2025 Reduced 21.65%
$20.7B
$6.73 Million 1.44% of portfolio
73,192
Q1 2025 Reduced 1.19%
$97.4B
$6.48 Million 1.39% of portfolio
66,076
Q1 2025 Reduced 8.41%
$33.6B
$6.45 Million 1.38% of portfolio
331,966
Q1 2025 Reduced 3.55%
$125B
$6.34 Million 1.36% of portfolio
14,197
Q1 2025 Reduced 7.27%
$13.6B
$6.19 Million 1.32% of portfolio
28,340
Q1 2025 Added 1.79%
$63.8B
$6.11 Million 1.31% of portfolio
58,316
Q1 2025 Added 3.69%
$440B
$5.79 Million 1.24% of portfolio
6,118
Q1 2025 Reduced 2.78%
$16.6B
$5.71 Million 1.22% of portfolio
47,924
Q1 2025 Reduced 1.69%
$19.4B
$5.53 Million 1.18% of portfolio
9,866
Q1 2025 Reduced 1.27%
$27.5B
$5.42 Million 1.16% of portfolio
23,776
Q1 2025 Reduced 0.93%
$112B
$4.83 Million 1.03% of portfolio
19,788
Q1 2025 Reduced 0.68%
$314B
$4.63 Million 0.99% of portfolio
64,634
Q1 2025 Reduced 0.65%
$188B
$4.42 Million 0.94% of portfolio
14,167
Q1 2025 Added 7.94%
$3.57B
$4.18 Million 0.89% of portfolio
4,350
Q1 2025 Reduced 0.18%
$440B
$4.13 Million 0.88% of portfolio
34,768
Q1 2025 Reduced 0.94%
$12.2B
$4.08 Million 0.87% of portfolio
31,249
Q1 2025 Reduced 3.11%
$7.12B
$4.02 Million 0.86% of portfolio
34,496
Q1 2025 Reduced 2.5%
$77.7B
$3.84 Million 0.82% of portfolio
6,312
Q1 2025 Reduced 1.47%
$76.1B
$3.81 Million 0.81% of portfolio
58,337
Q1 2025 Added 7.25%
$166B
$3.52 Million 0.75% of portfolio
35,654
Q1 2025 Reduced 1.52%
$718B
$3.49 Million 0.75% of portfolio
14,219
Q1 2025 Added 1.07%
$1.88T
$3.4 Million 0.73% of portfolio
17,874
Q1 2025 Added 5.58%
$8.61B
$3.37 Million 0.72% of portfolio
51,535
Q1 2025 Added 17.55%
$37.5B
$3.08 Million 0.66% of portfolio
67,324
Q1 2025 Reduced 4.53%
$20.8B
$3.06 Million 0.65% of portfolio
8,300
Q1 2025 Reduced 1.76%
$71B
$2.88 Million 0.62% of portfolio
45,393
Q1 2025 Added 3.11%
$6.76B
$2.84 Million 0.61% of portfolio
24,903
Q1 2025 Reduced 0.78%
$565B
$2.8 Million 0.6% of portfolio
7,979
Q1 2025 Added 4.15%
$3.81B
$2.76 Million 0.59% of portfolio
14,156
Q1 2025 Reduced 0.42%
$73.4B
$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%
$320B
$2.26 Million 0.48% of portfolio
54,267
Q1 2025 Reduced 1.79%
$266B
$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
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