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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.47B
$4.18 Million 0.89% of portfolio
4,350
Q1 2025 Reduced 0.18%
$7.86B
$4.02 Million 0.86% of portfolio
34,496
Q1 2025 Reduced 2.5%
$9.02B
$3.37 Million 0.72% of portfolio
51,535
Q1 2025 Added 17.55%
$7.31B
$2.84 Million 0.61% of portfolio
24,903
Q1 2025 Reduced 0.78%
$4.06B
$2.76 Million 0.59% of portfolio
14,156
Q1 2025 Reduced 0.42%
$5.26B
$794,000 0.17% of portfolio
8,811
Q1 2025 Added 0.02%
$7.77B
$210,000 0.04% of portfolio
2,150
Q4 2023 New

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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