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
$641B
$54.6 Million 11.85% of portfolio
120,479
Q4 2024 Reduced 1.69%
$24.8B
$35.1 Million 7.61% of portfolio
20,310
Q4 2024 Reduced 0.47%
$163B
$22.1 Million 4.79% of portfolio
92,040
Q4 2024 Reduced 2.05%
$1.41T
$16.4 Million 3.56% of portfolio
27,823
Q4 2024 Added 0.95%
$2.83T
$15.1 Million 3.27% of portfolio
35,755
Q4 2024 Added 0.42%
$3.66T
$14.6 Million 3.17% of portfolio
58,364
Q4 2024 Added 0.11%
$12.3B
$13.9 Million 3.02% of portfolio
177,217
Q4 2024 Reduced 2.02%
$1.02T
$13.4 Million 2.92% of portfolio
70,539
Q4 2024 Reduced 0.06%
$96.1B
$12.5 Million 2.71% of portfolio
19,843
Q4 2024 Added 1.2%
$55.7B
$12.2 Million 2.66% of portfolio
87,265
Q4 2024 Added 0.01%
$150B
$11.6 Million 2.53% of portfolio
47,198
Q4 2024 Reduced 0.43%
$70B
$10.4 Million 2.25% of portfolio
3,238
Q4 2024 Reduced 0.98%
$22.3B
$9.75 Million 2.12% of portfolio
86,184
Q4 2024 Reduced 0.5%
$55.4B
$7.96 Million 1.73% of portfolio
33,920
Q4 2024 Reduced 1.09%
$126B
$7.44 Million 1.61% of portfolio
15,310
Q4 2024 Reduced 13.84%
$129B
$7.27 Million 1.58% of portfolio
98,230
Q4 2024 Added 0.49%
$438B
$7.08 Million 1.54% of portfolio
48,960
Q4 2024 Added 1.23%
$215B
$6.72 Million 1.46% of portfolio
44,167
Q4 2024 Added 9.66%
$122B
$6.58 Million 1.43% of portfolio
72,142
Q4 2024 Reduced 2.46%
$20.3B
$6.27 Million 1.36% of portfolio
74,075
Q4 2024 Reduced 2.5%
$21.4B
$6.09 Million 1.32% of portfolio
9,993
Q4 2024 Reduced 0.87%
$414B
$5.77 Million 1.25% of portfolio
6,293
Q4 2024 Added 0.37%
$13B
$5.71 Million 1.24% of portfolio
27,842
Q4 2024 Added 1.1%
$18.2B
$5.69 Million 1.24% of portfolio
48,749
Q4 2024 Added 0.35%
$32.2B
$5.33 Million 1.16% of portfolio
344,187
Q4 2024 Reduced 1.39%
$78.8B
$4.64 Million 1.01% of portfolio
54,394
Q4 2024 Added 2.93%
$211B
$4.62 Million 1.0% of portfolio
13,125
Q4 2024 Reduced 1.15%
$28.3B
$4.48 Million 0.97% of portfolio
24,000
Q4 2024 Reduced 1.17%
$117B
$4.23 Million 0.92% of portfolio
19,923
Q4 2024 Reduced 0.8%
$7.35B
$4.26 Million 0.92% of portfolio
35,381
Q4 2024 Reduced 1.38%
$11.6B
$4.21 Million 0.91% of portfolio
32,252
Q4 2024 Reduced 0.25%
$188B
$4.03 Million 0.88% of portfolio
36,203
Q4 2024 Reduced 1.08%
$77.9B
$4.07 Million 0.88% of portfolio
6,406
Q4 2024 Reduced 40.61%
$309B
$4.05 Million 0.88% of portfolio
65,059
Q4 2024 Reduced 0.45%
$466B
$3.78 Million 0.82% of portfolio
35,097
Q4 2024 Added 0.02%
$3.53B
$3.8 Million 0.82% of portfolio
4,358
Q4 2024 Reduced 3.69%
$1.98T
$3.71 Million 0.81% of portfolio
16,929
Q4 2024 Added 1.59%
$681B
$3.37 Million 0.73% of portfolio
14,068
Q4 2024 Reduced 0.18%
$38.1B
$3.35 Million 0.73% of portfolio
70,518
Q4 2024 Reduced 2.16%
$96.2B
$3.33 Million 0.72% of portfolio
44,024
Q4 2024 Reduced 4.5%
$3.76B
$3.21 Million 0.7% of portfolio
14,216
Q4 2024 Reduced 4.11%
$23.4B
$3.13 Million 0.68% of portfolio
8,449
Q4 2024 Reduced 1.6%
$8.83B
$2.99 Million 0.65% of portfolio
43,841
Q4 2024 Added 4.43%
$7.35B
$2.99 Million 0.65% of portfolio
25,098
Q4 2024 Reduced 0.3%
$558B
$2.42 Million 0.53% of portfolio
7,661
Q4 2024 Reduced 1.87%
$320B
$2.43 Million 0.53% of portfolio
55,256
Q4 2024 Reduced 1.42%
$82.5B
$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%
$18.2B
$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
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