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 Market Cap. of $10 Billions to $200 Billions