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