Institutional Manager · CIK 0001308377
Lafayette Investments, Inc.
ASHTON, MD · File #028-11053
Latest AUM
$529.1M
Positions
156
Top-10 Concentration
54.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025156 pos · $529.1M
- 13F HOLDINGS REPORTQ/E Sep 2025156 pos · $522.2M
- 13F HOLDINGS REPORTQ/E Jun 2025151 pos · $494.8M
- 13F HOLDINGS REPORTQ/E Mar 2025146 pos · $472.8M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024146 pos · $474.3M
- 13F HOLDINGS REPORTQ/E Dec 2024149 pos · $466.6M
- 13F HOLDINGS REPORTQ/E Sep 2024146 pos · $474,347
- 13F HOLDINGS REPORTQ/E Jun 2024142 pos · $439.8M
- 13F HOLDINGS REPORTQ/E Mar 2024141 pos · $445.1M
- 13F HOLDINGS REPORTQ/E Dec 2023128 pos · $367.0M
- 13F HOLDINGS REPORTQ/E Sep 2023126 pos · $380.6M
- 13F HOLDINGS REPORTQ/E Jun 2023124 pos · $361.2M
- 13F HOLDINGS REPORTQ/E Mar 2023121 pos · $355.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 118,839 | $59.7M | 13.22% |
| 2 | MARKEL GROUP INC | MKL | 20,393 | $43.8M | 9.70% |
| 3 | KLA CORP | KLAC | 18,975 | $23.1M | 5.10% |
| 4 | ALPHABET INC | GOOG | 71,329 | $22.4M | 4.95% |
| 5 | PROGRESSIVE CORP | 743315103 | 88,867 | $20.2M | 4.48% |
| 6 | META PLATFORMS INC | META | 28,860 | $19.1M | 4.22% |
| 7 | MICROSOFT CORP | MSFT | 36,579 | $17.7M | 3.92% |
| 8 | APPLE INC | AAPL | 58,155 | $15.8M | 3.50% |
| 9 | BARRICK MNG CORP | 06849F108 | 328,535 | $14.3M | 3.17% |
| 10 | LOWES COS INC | 548661107 | 44,008 | $10.6M | 2.35% |
| 11 | PAYCHEX INC | PAYX | 89,445 | $10.0M | 2.22% |
| 12 | NORFOLK SOUTHN CORP | 655844108 | 33,429 | $9.7M | 2.14% |
| 13 | SCHWAB CHARLES CORP | SCHW-PJ | 95,684 | $9.6M | 2.12% |
| 14 | AUTOZONE INC | AZO | 2,739 | $9.3M | 2.06% |
| 15 | JOHNSON & JOHNSON | JNJ | 44,680 | $9.2M | 2.05% |
| 16 | PRICE T ROWE GROUP INC | TROW | 85,220 | $8.7M | 1.93% |
| 17 | JEFFERIES FINL GROUP INC | 47233W109 | 137,585 | $8.5M | 1.89% |
| 18 | LOEWS CORP | L | 72,923 | $7.7M | 1.70% |
| 19 | PEPSICO INC | PEP | 46,932 | $6.7M | 1.49% |
| 20 | LOCKHEED MARTIN CORP | LMT | 13,588 | $6.6M | 1.45% |