Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $482 Million
  • Q2 2025

Lafayette Investments, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $482 Million distributed in 151 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 $57.3M, Markel Corp with a value of $40.3M, Progressive Corp with a value of $23.8M, Meta Platforms, Inc. with a value of $20.8M, and Microsoft Corp with a value of $17.9M.

Examining the 13F form we can see an increase of $14M in the current position value, from $468M to 482M.

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

Portfolio value $482 Million
Financial Services: $181 Million
Technology: $83.7 Million
Industrials: $57.5 Million
Consumer Cyclical: $52.9 Million
Communication Services: $43.1 Million
Consumer Defensive: $29.7 Million
Healthcare: $19.2 Million
Energy: $7.39 Million
Other: $7.61 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$57.3 Million 11.9% of portfolio
118,045
Q2 2025 Reduced 0.61%
$26.1B
$40.3 Million 8.37% of portfolio
20,186
Q2 2025 Reduced 0.31%
$142B
$23.8 Million 4.94% of portfolio
89,174
Q2 2025 Reduced 1.77%
$1.78T
$20.8 Million 4.31% of portfolio
28,162
Q2 2025 Added 1.09%
$3.95T
$17.9 Million 3.72% of portfolio
36,076
Q2 2025 Reduced 0.27%
$133B
$17.9 Million 3.72% of portfolio
20,027
Q2 2025 Added 0.84%
$1.24T
$13 Million 2.7% of portfolio
73,290
Q2 2025 Added 2.65%
$48.7B
$12.8 Million 2.66% of portfolio
88,064
Q2 2025 Added 1.43%
$3.69T
$12 Million 2.48% of portfolio
58,335
Q2 2025 Added 0.74%
$75.9B
$11.7 Million 2.43% of portfolio
3,155
Q2 2025 Reduced 3.19%
$152B
$10.1 Million 2.09% of portfolio
45,432
Q2 2025 Reduced 3.48%
$179B
$8.84 Million 1.83% of portfolio
96,849
Q2 2025 Reduced 0.67%
$64.4B
$8.58 Million 1.78% of portfolio
33,519
Q2 2025 Reduced 0.65%
$24.3B
$8.31 Million 1.73% of portfolio
86,156
Q2 2025 Reduced 1.14%
$14B
$7.59 Million 1.58% of portfolio
138,810
Q2 2025 Reduced 0.03%
$452B
$7.29 Million 1.51% of portfolio
47,735
Q2 2025 Reduced 0.63%
$12.9B
$6.68 Million 1.39% of portfolio
28,850
Q2 2025 Added 1.8%
$113B
$6.46 Million 1.34% of portfolio
13,939
Q2 2025 Reduced 1.82%
$202B
$6.42 Million 1.33% of portfolio
48,616
Q2 2025 Added 1.7%
$108B
$5.94 Million 1.23% of portfolio
64,822
Q2 2025 Reduced 1.9%
$439B
$5.81 Million 1.21% of portfolio
5,868
Q2 2025 Reduced 4.09%
$19B
$5.76 Million 1.2% of portfolio
47,483
Q2 2025 Reduced 0.92%
$63.5B
$5.74 Million 1.19% of portfolio
56,935
Q2 2025 Reduced 2.37%
$20.9B
$5.38 Million 1.12% of portfolio
9,388
Q2 2025 Reduced 4.84%
$22.7B
$4.99 Million 1.03% of portfolio
22,536
Q2 2025 Reduced 5.22%
$859B
$4.65 Million 0.97% of portfolio
16,046
Q2 2025 Added 12.85%
$306B
$4.56 Million 0.95% of portfolio
64,451
Q2 2025 Reduced 0.28%
$78.6B
$4.48 Million 0.93% of portfolio
60,312
Q2 2025 Added 3.39%
$442B
$4.48 Million 0.93% of portfolio
41,576
Q2 2025 Added 19.58%
$2.26T
$4.37 Million 0.91% of portfolio
19,925
Q2 2025 Added 11.47%
$150B
$4.32 Million 0.9% of portfolio
14,450
Q2 2025 Added 2.0%
$207B
$4.34 Million 0.9% of portfolio
34,966
Q2 2025 Reduced 1.93%
$96.6B
$4.34 Million 0.9% of portfolio
6,214
Q2 2025 Reduced 1.55%
$101B
$4.29 Million 0.89% of portfolio
19,624
Q2 2025 Reduced 0.83%
$14.6B
$4.25 Million 0.88% of portfolio
29,487
Q2 2025 Reduced 5.64%
$6.76B
$4.13 Million 0.86% of portfolio
34,258
Q2 2025 Reduced 0.69%
$4.06B
$4.12 Million 0.85% of portfolio
4,350
Q1 2025 Reduced 0.18%
$177B
$3.45 Million 0.71% of portfolio
17,704
Q2 2025 Added 51.47%
$9.05B
$3.4 Million 0.71% of portfolio
51,923
Q2 2025 Added 0.75%
$55.6B
$3.43 Million 0.71% of portfolio
65,253
Q2 2025 Reduced 3.08%
$112B
$3.3 Million 0.68% of portfolio
47,754
Q2 2025 Added 579.39%
$94.4B
$3.21 Million 0.67% of portfolio
45,128
Q2 2025 Reduced 0.58%
$551B
$2.91 Million 0.6% of portfolio
8,184
Q2 2025 Added 2.57%
$3.87B
$2.85 Million 0.59% of portfolio
13,625
Q2 2025 Reduced 3.75%
$17.1B
$2.74 Million 0.57% of portfolio
7,842
Q2 2025 Reduced 5.52%
$7.99B
$2.64 Million 0.55% of portfolio
25,211
Q2 2025 Added 1.24%
$381B
$2.57 Million 0.53% of portfolio
54,217
Q2 2025 Reduced 0.09%
$75.3B
$2.37 Million 0.49% of portfolio
6,633
Q2 2025 Added 1.36%
$10.8B
$2.06 Million 0.43% of portfolio
27,925
Q2 2025 Reduced 2.71%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $482 Million
  • Prior Value $468 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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