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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$2.02 Million 0.42% of portfolio
5,230
Q2 2025 Added 30.75%
$301B
$1.81 Million 0.38% of portfolio
12,662
Q2 2025 Reduced 0.63%
$226B
$1.82 Million 0.38% of portfolio
6,239
Q2 2025 Reduced 4.6%
$161B
$1.67 Million 0.35% of portfolio
8,461
Q2 2025 Reduced 0.12%
$139B
$1.66 Million 0.34% of portfolio
6,030
Q2 2025 Added 15.85%
$27.3B
$1.45 Million 0.3% of portfolio
8,748
Q2 2025 Reduced 1.73%
$210B
$1.39 Million 0.29% of portfolio
240
Q2 2025 Added 0.42%
$11B
$1.37 Million 0.28% of portfolio
15,274
Q2 2025 Reduced 0.94%
$35.6B
$1.32 Million 0.27% of portfolio
16,908
Q2 2025 Reduced 0.42%
$38.6B
$1.32 Million 0.27% of portfolio
13,290
Q2 2025 Added 3.17%
$26.9B
$1.25 Million 0.26% of portfolio
2,663
Q2 2025 Reduced 41.14%
$322B
$1.19 Million 0.25% of portfolio
14,795
Q2 2025 Reduced 3.9%
$253B
$1.14 Million 0.24% of portfolio
3,852
Q1 2025 Added 6.94%
$118B
$1.17 Million 0.24% of portfolio
3,789
Q2 2025 Added 1.04%
$108B
$1.16 Million 0.24% of portfolio
2,275
Q2 2025 Reduced 5.21%
$407B
$1.18 Million 0.24% of portfolio
1,470
Q2 2025 Added 2.44%
$0
$926,000 0.19% of portfolio
1,499
Q1 2025 Reduced 14.29%
$4.06B
$893,000 0.19% of portfolio
8,812
Q2 2025 Added 0.01%
$149B
$821,000 0.17% of portfolio
2,300
Q2 2025 Reduced 3.16%
$222B
$822,000 0.17% of portfolio
10,396
Q2 2025 Added 14.95%
$184B
$823,000 0.17% of portfolio
8,826
Q2 2025 Added 5.85%
$141B
$766,000 0.16% of portfolio
3,290
Q1 2025 Added 3.13%
$98.3B
$753,000 0.16% of portfolio
1,722
Q4 2023 Reduced 6.77%
$169B
$761,000 0.16% of portfolio
17,602
Q2 2025 Added 8.26%
$254B
$720,000 0.15% of portfolio
4,933
Q1 2025 Added 15.36%
$1.5T
$720,000 0.15% of portfolio
4,090
Q2 2025 Reduced 4.6%
$442B
$728,000 0.15% of portfolio
1
Q1 2025 New
$277B
$673,000 0.14% of portfolio
1,736
Q4 2024 Added 19.72%
$0
$696,000 0.14% of portfolio
3,832
Q2 2025 Added 0.52%
$0
$617,000 0.13% of portfolio
2,032
Q2 2025 Added 102.19%
$93.5B
$603,000 0.13% of portfolio
2,068
Q2 2025 Added 3.45%
$130B
$646,000 0.13% of portfolio
2,121
Q1 2025 Added 5.37%
$64.2B
$562,000 0.12% of portfolio
2,750
Q1 2025 Added 19.57%
$359B
$558,000 0.12% of portfolio
3,503
Q2 2025 Added 0.06%
$0
$583,000 0.12% of portfolio
23,785
Q2 2025 Added 0.36%
$114B
$538,000 0.11% of portfolio
9,188
Q2 2025 Reduced 5.65%
$83.3B
$519,000 0.11% of portfolio
2,442
Q2 2025 Added 40.83%
$47.5B
$540,000 0.11% of portfolio
16,000
Q2 2025 Added 14.29%
$68.4B
$541,000 0.11% of portfolio
3,473
Q2 2025 Added 13.87%
$98.8B
$460,000 0.1% of portfolio
3,904
Q2 2025 New
$87.1B
$502,000 0.1% of portfolio
1,838
Q2 2025 Added 1.88%
$139B
$496,000 0.1% of portfolio
20,503
Q1 2025 Reduced 1.23%
$157B
$481,000 0.1% of portfolio
21,496
Q2 2025 Reduced -0.0%
$48.6B
$413,000 0.09% of portfolio
500
Q4 2024 New
$190B
$444,000 0.09% of portfolio
2,794
Q2 2025 New
$158B
$441,000 0.09% of portfolio
837
Q2 2025 Added 9.13%
$14.9B
$418,000 0.09% of portfolio
929
Q2 2025 Added 2.65%
$0
$413,000 0.09% of portfolio
16,927
Q2 2025 Added 0.36%
$0
$422,000 0.09% of portfolio
4,691
Q2 2025 Added 8.44%

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
Track This Portfolio

Track Lafayette Investments, Inc. Portfolio

Follow Lafayette Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lafayette Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lafayette Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email