Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $471 Million
  • Q3 2024

Lafayette Investments, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $471 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 $56.4M, Markel Corp with a value of $32M, Progressive Corp with a value of $23.8M, Meta Platforms, Inc. with a value of $15.8M, and Microsoft Corp with a value of $15.3M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $437M to 471M.

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

Portfolio value $471 Million
Financial Services: $168 Million
Technology: $75.1 Million
Industrials: $62.7 Million
Consumer Cyclical: $58 Million
Communication Services: $36.9 Million
Consumer Defensive: $31.5 Million
Healthcare: $19.5 Million
Basic Materials: $7.17 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174B
$2.18 Million 0.46% of portfolio
7,857
Q2 2024 Reduced 0.25%
$7.92B
$2.09 Million 0.44% of portfolio
28,948
Q3 2024 Reduced 0.77%
$316B
$2 Million 0.42% of portfolio
13,582
Q3 2024 Reduced 0.32%
$20.7B
$1.92 Million 0.41% of portfolio
4,938
Q3 2024 Added 2.75%
$207B
$1.9 Million 0.4% of portfolio
6,234
Q3 2024 Added 2.31%
$22.5B
$1.72 Million 0.37% of portfolio
8,982
Q3 2024 Added 0.03%
$40.3B
$1.36 Million 0.29% of portfolio
17,635
Q2 2024 Reduced 0.01%
$88.2B
$1.39 Million 0.29% of portfolio
59,114
Q3 2024 Added 1.23%
$39.5B
$1.21 Million 0.26% of portfolio
11,608
Q3 2024 Added 9.24%
$11.3B
$1.17 Million 0.25% of portfolio
16,974
Q3 2024 Reduced 0.09%
$29.2B
$1.11 Million 0.24% of portfolio
741
Q3 2024 Reduced 11.04%
$163B
$1.08 Million 0.23% of portfolio
24,091
Q3 2024 Reduced 0.07%
$123B
$1.03 Million 0.22% of portfolio
3,726
Q3 2024 Reduced 4.12%
$196B
$981,000 0.21% of portfolio
233
Q3 2024 Added 100.86%
$7.08B
$950,000 0.2% of portfolio
8,883
Q3 2024 Reduced 0.79%
$293B
$903,000 0.19% of portfolio
15,995
Q1 2024 Reduced 1.54%
$343B
$802,000 0.17% of portfolio
6,610
Q3 2024 Added 15.76%
$201B
$792,000 0.17% of portfolio
3,584
Q2 2024 Reduced 2.05%
$150B
$814,000 0.17% of portfolio
3,940
Q2 2024 Reduced 5.97%
$200B
$765,000 0.16% of portfolio
1,478
Q3 2024 Added 32.68%
$0
$760,000 0.16% of portfolio
1,326
Q3 2024 Added 4.0%
$96.2B
$721,000 0.15% of portfolio
4,180
Q3 2024 Added 963.61%
$10.8B
$676,000 0.14% of portfolio
75,479
Q3 2024 Added 0.63%
$90.2B
$669,000 0.14% of portfolio
1,722
Q4 2023 Reduced 6.77%
$73.2B
$666,000 0.14% of portfolio
2,207
Q3 2024 Reduced 0.14%
$1.18T
$593,000 0.13% of portfolio
3,579
Q3 2024 Added 18.04%
$61.8B
$587,000 0.12% of portfolio
14,000
Q3 2024 Added 7.69%
$178B
$542,000 0.12% of portfolio
4,476
Q2 2024 Reduced 10.46%
$204B
$567,000 0.12% of portfolio
1,450
Q1 2024 Reduced 12.12%
$148B
$584,000 0.12% of portfolio
20,199
Q3 2024 Reduced 0.49%
$1.95B
$557,000 0.12% of portfolio
1,594
Q3 2024 Reduced 4.55%
$219B
$513,000 0.11% of portfolio
830
Q2 2024 Added 2.09%
$92.9B
$499,000 0.11% of portfolio
9,788
Q2 2024 Reduced 9.27%
$178B
$476,000 0.1% of portfolio
4,000
Q4 2023 Reduced 20.0%
$138B
$488,000 0.1% of portfolio
1,475
Q3 2024 Added 103.45%
$86B
$489,000 0.1% of portfolio
2,013
Q2 2024 Reduced 1.23%
$79.5B
$450,000 0.1% of portfolio
3,599
Q3 2024 Reduced 7.1%
$0
$465,000 0.1% of portfolio
6,492
Q3 2024 Added 3.21%
$477B
$409,000 0.09% of portfolio
700
Q3 2024 Reduced 24.32%
$76.7B
$434,000 0.09% of portfolio
1,550
Q3 2024 New
$303B
$442,000 0.09% of portfolio
2,242
Q2 2024 Reduced 2.94%
$300B
$430,000 0.09% of portfolio
517
Q3 2024 Added 27.03%
$90B
$442,000 0.09% of portfolio
1,781
Q3 2024 Added 9.67%
$791M
$413,000 0.09% of portfolio
18,300
Q3 2024 Reduced 3.68%
$382B
$382,000 0.08% of portfolio
2,209
Q3 2024 Reduced 0.27%
$71.6B
$395,000 0.08% of portfolio
1,445
Q2 2024 Added 8.65%
$72.4B
$381,000 0.08% of portfolio
8,507
Q3 2024 Reduced 6.3%
$57B
$359,000 0.08% of portfolio
2,125
Q4 2023 Reduced 12.37%
$234B
$359,000 0.08% of portfolio
1,325
Q3 2024 Reduced 7.21%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $471 Million
  • Prior Value $437 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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