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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$220B
$2.04 Million 0.44% of portfolio
6,540
Q1 2025 Reduced 2.34%
$10.7B
$1.77 Million 0.38% of portfolio
28,704
Q1 2025 Reduced 0.38%
$138B
$1.74 Million 0.37% of portfolio
8,471
Q1 2025 Reduced 0.13%
$25.5B
$1.66 Million 0.35% of portfolio
4,524
Q1 2025 Reduced 11.19%
$173B
$1.53 Million 0.33% of portfolio
4,000
Q1 2025 Added 104.08%
$26.7B
$1.52 Million 0.33% of portfolio
8,902
Q1 2025 Added 0.01%
$41B
$1.33 Million 0.28% of portfolio
12,882
Q1 2025 Added 11.05%
$39.8B
$1.3 Million 0.28% of portfolio
16,980
Q1 2025 Reduced 0.61%
$12.3B
$1.2 Million 0.26% of portfolio
15,419
Q1 2025 Reduced 3.02%
$126B
$1.15 Million 0.24% of portfolio
3,750
Q1 2025 Added 0.64%
$229B
$1.1 Million 0.24% of portfolio
239
Q1 2025 Added 2.58%
$313B
$1.11 Million 0.24% of portfolio
15,395
Q1 2025 Reduced 3.75%
$253B
$957,000 0.2% of portfolio
3,852
Q1 2025 Added 6.94%
$280B
$950,000 0.2% of portfolio
1,435
Q1 2025 Added 21.71%
$113B
$871,000 0.19% of portfolio
5,205
Q1 2025 Added 24.52%
$101B
$846,000 0.18% of portfolio
2,400
Q1 2025 Added 11.63%
$207B
$811,000 0.17% of portfolio
9,044
Q1 2025 Added 30.92%
$5.02B
$794,000 0.17% of portfolio
8,811
Q1 2025 Added 0.02%
$429B
$798,000 0.17% of portfolio
1
Q1 2025 New
$180B
$737,000 0.16% of portfolio
16,259
Q1 2025 Reduced 18.26%
$416B
$685,000 0.15% of portfolio
6,325
Q1 2025 Reduced 4.31%
$159B
$696,000 0.15% of portfolio
3,290
Q1 2025 Added 3.13%
$148B
$645,000 0.14% of portfolio
2,375
Q1 2025 Added 63.79%
$1.14T
$662,000 0.14% of portfolio
4,287
Q1 2025 Added 14.05%
$0
$660,000 0.14% of portfolio
3,812
Q1 2025 Added 223.05%
$219B
$653,000 0.14% of portfolio
4,933
Q1 2025 Added 15.36%
$109B
$611,000 0.13% of portfolio
2,121
Q1 2025 Added 5.37%
$182B
$607,000 0.13% of portfolio
8,338
Q1 2025 Added 37.23%
$48.7B
$585,000 0.13% of portfolio
14,000
Q3 2024 Added 7.69%
$375B
$596,000 0.13% of portfolio
3,501
Q1 2025 Added 7.62%
$104B
$580,000 0.12% of portfolio
1,722
Q4 2023 Reduced 6.77%
$107B
$584,000 0.12% of portfolio
9,738
Q4 2024 Reduced 0.51%
$220B
$572,000 0.12% of portfolio
1,736
Q4 2024 Added 19.72%
$81.7B
$544,000 0.12% of portfolio
1,999
Q1 2025 Reduced 3.06%
$0
$559,000 0.12% of portfolio
23,700
Q1 2025 Added 0.53%
$70.8B
$502,000 0.11% of portfolio
3,050
Q1 2025 Added 68.23%
$141B
$519,000 0.11% of portfolio
20,503
Q1 2025 Reduced 1.23%
$79.5B
$474,000 0.1% of portfolio
3,788
Q1 2025 Added 5.25%
$151B
$488,000 0.1% of portfolio
7,029
Q1 2025 Added 18.21%
$58.9B
$469,000 0.1% of portfolio
2,750
Q1 2025 Added 19.57%
$331B
$448,000 0.1% of portfolio
2,141
Q1 2025 Reduced 4.5%
$95.4B
$488,000 0.1% of portfolio
21,497
Q1 2025 Reduced 1.52%
$168B
$450,000 0.1% of portfolio
905
Q1 2025 Added 9.04%
$195B
$478,000 0.1% of portfolio
16,935
Q1 2025 Reduced 0.43%
$16.4B
$415,000 0.09% of portfolio
905
Q1 2025 Added 10.91%
$88.6B
$429,000 0.09% of portfolio
1,804
Q1 2025 Added 3.32%
$825M
$415,000 0.09% of portfolio
1,564
Q1 2025 Reduced 1.88%
$69.5B
$400,000 0.09% of portfolio
8,507
Q3 2024 Reduced 6.3%
$60.3B
$394,000 0.08% of portfolio
1,619
Q1 2025 Added 13.22%

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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