Lafayette Investments, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$493.9M

Reporting period: 2026-03-31 · Number of holdings: 158

Lafayette Investments, Inc. disclosed 158 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $493.9M and a quarterly turnover rate of 14.5%.

Personality snowflake

Concentration: 13.2
Portfolio Stability: 14.55
Momentum/Contrarian: 100
Sector conviction: 59.82
Diversification: 100
Sizing Uniformity: 79.4

Recent moves

Add KLAC
-10.3%　$2.0M
Trim B
-25.3%　-$4.3M
Trim MKL
-2.4%　-$5.7M
Trim MSFT
+0.6%　-$4.1M
Trim JEF
+0.0%　-$2.8M
Add XOM
-1.5%　$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	11.36%	+0.07%	-1.48%
2	MKL	Markel Group INC	Stock-Financials	7.71%	-0.58%	-2.41%
3	KLAC	Kla CORP	Stock-Tech	5.07%	+0.71%	-10.32%
4	GOOG	Alphabet Inc-cl C	Stock-Comm Services	4.06%	-0.17%	-1.90%
5	PGR	Progressive CORP	Stock-Financials	3.53%	-0.29%	-0.95%
6	META	Meta Platforms Inc-class A	Stock-Comm Services	3.27%	-0.33%	-2.13%
7	AAPL	Apple INC	Stock-Tech	2.97%	-0.02%	-0.71%
8	MSFT	Microsoft CORP	Stock-Tech	2.76%	-0.58%	+0.62%
9	JNJ	Johnson & Johnson	Stock-Healthcare	2.15%	+0.40%	-2.91%
10	LOW	Lowe's Cos INC	Stock-Consumer Disc	2.10%	—	-0.18%
11	B	Barrick Mining CORP	Stock-Materials	2.03%	-0.67%	-25.33%
12	NSC	Norfolk Southern CORP	Stock-Industrials	1.85%	+0.03%	-4.59%
13	AZO	Autozone INC	Stock-Consumer Disc	1.85%	—	-1.28%
14	SCHW	Schwab (charles) CORP	Stock-Financials	1.81%	—	-0.86%
15	PAYX	Paychex INC	Stock-Tech	1.67%	-0.23%	+0.07%
16	LMT	Lockheed Martin CORP	Stock-Industrials	1.66%	+0.42%	-0.44%
17	TROW	T Rowe Price Group INC	Stock-Financials	1.57%	-0.08%	+0.69%
18	L	Loews CORP	Stock-Financials	1.55%	—	-1.43%
19	PEP	Pepsico INC	Stock-Consumer Staples	1.45%	+0.18%	-2.07%
20	XOM	Exxon Mobil CORP	Stock-Energy	1.39%	+0.46%	-1.49%
21	JEF	Jefferies Financial Group In	Stock-Financials	1.15%	-0.46%	+0.02%
22	PAYC	Paycom Software INC	Stock-Tech	1.12%	—	+38.37%
23	SBUX	Starbucks CORP	Stock-Consumer Disc	1.05%	—	-9.31%
24	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.01%	+0.21%	+2.04%
25	AMZN	Amazon.com INC	Stock-Consumer Disc	0.99%	—	+3.98%
26	GPC	Genuine Parts Co	Stock-Consumer Disc	0.98%	-0.09%	-1.08%
27	KO	Coca-cola Co/the	Stock-Consumer Staples	0.97%	+0.13%	-0.78%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.93%	-0.04%	-1.44%
29	PH	Parker Hannifin CORP	Stock-Industrials	0.92%	—	-9.15%
30	GHC	Graham Holdings Co-class B	Stock-Industrials	0.91%	—	-0.93%
31	MSGS	Madison Square Garden Sports	Stock-Comm Services	0.87%	+0.21%	-1.00%
32	LII	Lennox International INC	Stock-Industrials	0.84%	-0.01%	-2.92%
33	ALLE	Allegion plc	Stock-Industrials	0.69%	-0.03%	-2.03%
34	MRSH	Marsh & Mclennan Cos	Stock-Financials	0.68%	—	-0.52%
35	DIS	Walt Disney Co/the	Stock-Comm Services	0.67%	-0.08%	-1.57%
36	ADBE	Adobe INC	Stock-Tech	0.66%	+0.23%	+107.87%
37	ASML	ASML Holding N.V.	Stock-Tech	0.66%	+0.16%	—
38	ESAB	Esab CORP	Stock-Industrials	0.65%	-0.07%	-2.73%
39	ACN	Accenture plc	Stock-Tech	0.65%	-0.15%	+2.20%
40	TXN	Texas Instruments INC	Stock-Tech	0.64%	—	-4.05%
41	PYPL	Paypal Holdings INC	Stock-Financials	0.62%	-0.09%	+4.91%
42	CHKP	Check Point Software Technologies Ltd.	Stock-Tech	0.62%	-0.16%	-3.25%
43	AOS	Smith (a.o.) CORP	Stock-Industrials	0.62%	—	-3.81%
44	V	Visa Inc-class A Shares	Stock-Financials	0.55%	—	+4.40%
45	DEO	Diageo Plc-sponsored Adr	Stock-Consumer Staples	0.55%	-0.05%	+0.42%
46	ANET	Arista Networks INC	Stock-Tech	0.55%	-0.11%	-17.56%
47	NVO	Novo-nordisk A/s-spons Adr	Stock-Healthcare	0.54%	-0.12%	+4.80%
48	CVX	Chevron CORP	Stock-Energy	0.51%	+0.14%	-3.51%
49	HAS	Hasbro INC	Stock-Consumer Disc	0.50%	—	-1.55%
50	BAC	Bank Of America CORP	Stock-Financials	0.49%	-0.03%	-0.62%

1–50 of 158

Portfolio Performance

Performance for Q3 2026

+3%

Performance Last 4 Quarters

+8.8%

Based on 69% of reported portfolio value with available pricing

Stdev: +11.8%
Beta: +0.73
Alpha: 0%
Max Drawdown: -9.1%
Annualized Perf: +13.6%
Batting Avg vs S&P: +50%
Sortino: +2.01
Stutzer: +0.33
Treynor: +0.18
Sterling: +0.8
Calmar: +1.5
Information Ratio: -0.64
Tracking Error: +7.7%
Stdev Down: +6.7%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +33.1%
Worst 12 Months: +5.6%
Efficiency Ratio: +0.44
Sharpe: +1.15
Stdev Sectors: +9.6%
Skewness: -0.42
Kurtosis: -0.35
Upside Potential: +3.65

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	158	$493.9M	15	1BRK-B 2MKL 3KLAC Top holdings2026-03-31 1.BRK-B 2.MKL 3.KLAC 4.GOOG 5.PGR 6.META 7.AAPL 8.MSFT 9.JNJ 10.LOW
2025-12-31	156	$529.1M	12	1BRK-B 2MKL 3KLAC Top holdings2025-12-31 1.BRK-B 2.MKL 3.KLAC 4.GOOG 5.PGR 6.META 7.MSFT 8.AAPL 9.B 10.LOW
2025-09-30	156	$522.2M	21	1BRK-B 2MKL 3PGR Top holdings2025-09-30 1.BRK-B 2.MKL 3.PGR 4.KLAC 5.META 6.MSFT 7.GOOG 8.AAPL 9.AZO 10.LOW
2025-06-30	151	$494.8M	0	1BRK-B 2MKL 3PGR Top holdings2025-06-30 1.BRK-B 2.MKL 3.PGR 4.META 5.MSFT 6.KLAC 7.GOOG 8.PAYX 9.AAPL 10.AZO
2025-03-31	146	$472.8M	100	1BRK-B 2MKL 3PGR Top holdings2025-03-31 1.BRK-B 2.MKL 3.PGR 4.META 5.MSFT 6.KLAC 7.PAYX 8.AAPL 9.AZO 10.GOOG
2024-12-31	149	$466.6M	0	1BRK-B 2MKL 3PGR Top holdings2024-12-31 1.BRK-B 2.MKL 3.PGR 4.META 5.MSFT 6.AAPL 7.JEF 8.GOOG 9.KLAC 10.PAYX
2024-09-30	146	$474.3M	0	1BRK-B 2MKL 3PGR Top holdings2024-09-30 1.BRK-B 2.MKL 3.PGR 4.META 5.MSFT 6.KLAC 7.AAPL 8.LOW 9.GOOG 10.PAYX
2024-06-30	142	$439.8M	0	1BRK-B 2MKL 3PGR Top holdings2024-06-30 1.BRK-B 2.MKL 3.PGR 4.KLAC 5.MSFT 6.META 7.GOOG 8.AAPL 9.LII 10.LOW
2024-03-31	141	$445.1M	0	1BRK-B 2MKL 3PGR Top holdings2024-03-31 1.BRK-B 2.MKL 3.PGR 4.MSFT 5.KLAC 6.META 7.LOW 8.TROW 9.GOOG 10.PAYX
2023-12-31	135	$402.4M	0	1BRK-B 2MKL 3PGR Top holdings2023-12-31 1.BRK-B 2.MKL 3.PGR 4.MSFT 5.KLAC 6.AAPL 7.PAYX 8.META 9.LII 10.GOOG
2023-09-30	128	$367.0M	0	1BRK-B 2MKL 3PGR Top holdings2023-09-30 1.BRK-B 2.MKL 3.PGR 4.MSFT 5.PAYX 6.AAPL 7.TROW 8.GOOG 9.LOW 10.KLAC
2023-06-30	126	$380.6M	0	1BRK-B 2MKL 3PGR Top holdings2023-06-30 1.BRK-B 2.MKL 3.PGR 4.MSFT 5.AAPL 6.TROW 7.LOW 8.PAYX 9.KLAC 10.JNJ
2023-03-31	124	$361.2M	0	1BRK-B 2MKL 3PGR Top holdings2023-03-31 1.BRK-B 2.MKL 3.PGR 4.MSFT 5.TROW 6.PAYX 7.AAPL 8.JNJ 9.LOW 10.DEO
2022-12-31	121	$355.4M	0	1BRK-B 2MKL 3PGR Top holdings2022-12-31 1.BRK-B 2.MKL 3.PGR 4.JNJ 5.PAYX 6.TROW 7.NSC 8.LMT 9.GPC 10.LOW
2022-09-30	117	$324.0M	0	1BRK-B 2MKL 3PGR Top holdings2022-09-30 1.BRK-B 2.MKL 3.PGR 4.PAYX 5.TROW 6.JNJ 7.AAPL 8.MSFT 9.LOW 10.NSC
2022-06-30	120	$346.3M	0	1BRK-B 2MKL 3PGR Top holdings2022-06-30 1.BRK-B 2.MKL 3.PGR 4.JNJ 5.PAYX 6.TROW 7.MSFT 8.AAPL 9.NSC 10.YUSD
2022-03-31	129	$402.7M	0	1BRK-B 2MKL 3TROW Top holdings2022-03-31 1.BRK-B 2.MKL 3.TROW 4.PGR 5.PAYX 6.AAPL 7.MSFT 8.NSC 9.JNJ 10.YUSD
2021-12-31	125	$400.2M	0	1BRK-B 2MKL 3TROW Top holdings2021-12-31 1.BRK-B 2.MKL 3.TROW 4.PAYX 5.MSFT 6.LOW 7.PGR 8.AAPL 9.NSC 10.DEO
2021-09-30	125	$368.5M	0	1BRK-B 2MKL 3TROW Top holdings2021-09-30 1.BRK-B 2.MKL 3.TROW 4.LOW 5.PGR 6.PAYX 7.MSFT 8.NSC 9.AAPL 10.DEO
2021-06-30	124	$367.1M	92	1BRK-B 2MKL 3TROW Top holdings2021-06-30 1.BRK-B 2.MKL 3.TROW 4.PGR 5.NSC 6.LOW 7.MSFT 8.PAYX 9.AAPL 10.DIS
2021-03-31	90	$312.5M	15	1BRK-B 2MKL 3TROW Top holdings2021-03-31 1.BRK-B 2.MKL 3.TROW 4.PGR 5.NSC 6.PAYX 7.DIS 8.LOW 9.MHK 10.ENOV
2020-12-31	87	$294.3M	21	1BRK-B 2MKL 3TROW Top holdings2020-12-31 1.BRK-B 2.MKL 3.TROW 4.PGR 5.DIS 6.NSC 7.PAYX 8.YUSD 9.LOW 10.DEO
2020-09-30	86	$261.5M	15	1BRK-B 2MKL 3TROW Top holdings2020-09-30 1.BRK-B 2.MKL 3.TROW 4.PGR 5.LOW 6.NSC 7.PAYX 8.MSFT 9.YUSD 10.PEP
2020-06-30	80	$239.8M	23	1BRK-B 2MKL 3TROW Top holdings2020-06-30 1.BRK-B 2.MKL 3.TROW 4.PGR 5.MSFT 6.PAYX 7.NSC 8.PEP 9.YUSD 10.AAPL
2020-03-31	77	$208.0M	35	1BRK-B 2MKL 3PGR Top holdings2020-03-31 1.BRK-B 2.MKL 3.PGR 4.TROW 5.YUSD 6.MSGS 7.PAYX 8.MSFT 9.PEP 10.NSC
2019-12-31	84	$287.8M	10	1BRK-B 2MKL 3TROW Top holdings2019-12-31 1.BRK-B 2.MKL 3.TROW 4.YUSD 5.NCLH 6.PGR 7.MSGS 8.PAYX 9.JEF 10.L
2019-09-30	86	$276.7M	11	1BRK-B 2MKL 3YUSD Top holdings2019-09-30 1.BRK-B 2.MKL 3.YUSD 4.PGR 5.TROW 6.NCLH 7.L 8.MSGS 9.PAYX 10.JEF
2019-06-30	85	$282.3M	54	1BRK-B 2MKL 3JNJ Top holdings2019-06-30 1.BRK-B 2.MKL 3.JNJ 4.PGR 5.TROW 6.YUSD 7.NCLH 8.L 9.MSGS 10.NSC
2019-03-31	86	$271.5M	17	1BRK-B 2MKL 3JNJ Top holdings2019-03-31 1.BRK-B 2.MKL 3.JNJ 4.PGR 5.g66721 6.55825t 7.74144t 8.YUSD 9.L 10.25470f
2018-12-31	84	$248.9M	23	1BRK-B 2MKL 3JNJ Top holdings2018-12-31 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.PGR 6.55825t 7.L 8.WBA 9.74144t 10.25470f
2018-09-30	82	$289.8M	12	1BRK-B 2MKL 3JNJ Top holdings2018-09-30 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.PGR 6.25470f 7.55825t 8.74144t 9.L 10.WBA
2018-06-30	78	$273.0M	18	1BRK-B 2MKL355825t Top holdings2018-06-30 1.BRK-B 2.MKL 3.55825t 4.JNJ 5.YUSD 6.74144t 7.PGR 8.25470f 9.47233w 10.L
2018-03-31	74	$267.5M	12	1BRK-B 2MKL 3JNJ Top holdings2018-03-31 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.55825t 6.PGR 7.74144t 8.L 9.527288 10.IBM
2017-12-31	77	$279.5M	9	1BRK-B 2MKL 3JNJ Top holdings2017-12-31 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.527288 6.74144t 7.PGR 8.L 9.MSFT 10.55825t
2017-09-30	76	$268.9M	9	1BRK-B 2MKL 3JNJ Top holdings2017-09-30 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.527288 6.L 7.WBA 8.74144t 9.55825t 10.PGR
2017-06-30	70	$269.8M	7	1BRK-B 2MKL 3JNJ Top holdings2017-06-30 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.PGR 6.527288 7.NSC 8.WBA 9.HAS 10.L
2017-03-31	67	$270.3M	7	1BRK-B 2MKL 3JNJ Top holdings2017-03-31 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.WBA 6.MSFT 7.527288 8.PGR 9.IBM 10.NSC
2016-12-31	66	$261.1M	12	1BRK-B 2MKL 3JNJ Top holdings2016-12-31 1.BRK-B 2.MKL 3.JNJ 4.YUSD 5.WBA 6.NSC 7.MSFT 8.30231g 9.527288 10.IBM
2016-09-30	67	$248.1M	9	1BRK-B 2MKL 3JNJ Top holdings2016-09-30 1.BRK-B 2.MKL 3.JNJ 4.WBA 5.MSFT 6.YUSD 7.NSC 8.30231g 9.IBM 10.PGR
2016-06-30	69	$246.0M	10	1BRK-B 2MKL 3JNJ Top holdings2016-06-30 1.BRK-B 2.MKL 3.JNJ 4.WBA 5.YUSD 6.30231g 7.MSFT 8.PGR 9.NSC 10.HAS
2016-03-31	66	$240.7M	11	1BRK-B 2MKL 3JNJ Top holdings2016-03-31 1.BRK-B 2.MKL 3.JNJ 4.WBA 5.WMT 6.MSFT 7.YUSD 8.30231g 9.PGR 10.NSC
2015-12-31	70	$240.5M	10	1BRK-B 2MKL 3JNJ Top holdings2015-12-31 1.BRK-B 2.MKL 3.JNJ 4.WBA 5.MSFT 6.WMT 7.YUSD 8.740189 9.30231g 10.NSC
2015-09-30	68	$229.3M	12	1BRK-B 2MKL 3WBA Top holdings2015-09-30 1.BRK-B 2.MKL 3.WBA 4.JNJ 5.WMT 6.YUSD 7.740189 8.MSFT 9.30231g 10.PGR
2015-06-30	69	$238.1M	10	1BRK-B 2MKL 3WBA Top holdings2015-06-30 1.BRK-B 2.MKL 3.WBA 4.JNJ 5.WMT 6.YUSD 7.30231g 8.527288 9.BBBYEUR 10.MSFT
2015-03-31	68	$236.0M	14	1BRK-B 2MKL 3WMT Top holdings2015-03-31 1.BRK-B 2.MKL 3.WMT 4.JNJ 5.WBA 6.NSC 7.YUSD 8.BBBYEUR 9.30231g 10.MSFT
2014-12-31	67	$238.5M	15	1BRK-B 2MKL 3WMT Top holdings2014-12-31 1.BRK-B 2.MKL 3.WMT 4.JNJ 5.WBA 6.NSC 7.30231g 8.YUSD 9.BBBYEUR 10.MSFT
2014-09-30	65	$222.7M	8	1BRK-B 2MKL 3JNJ Top holdings2014-09-30 1.BRK-B 2.MKL 3.JNJ 4.WMT 5.NSC 6.30231g 7.MSFT 8.931422 9.YUSD 10.527288
2014-06-30	65	$227.6M	8	1BRK-B 2MKL 3JNJ Top holdings2014-06-30 1.BRK-B 2.MKL 3.JNJ 4.WMT 5.931422 6.30231g 7.NSC 8.g2554f 9.527288 10.YUSD
2014-03-31	65	$219.0M	12	1BRK-B 2MKL 3JNJ Top holdings2014-03-31 1.BRK-B 2.MKL 3.JNJ 4.WMT 5.931422 6.30231g 7.527288 8.NSC 9.YUSD 10.MSFT
2013-12-31	67	$213.6M	13	1BRK-B 2MKL 3WMT Top holdings2013-12-31 1.BRK-B 2.MKL 3.WMT 4.JNJ 5.30231g 6.527288 7.NSC 8.931422 9.YUSD 10.L
2013-09-30	66	$205.5M	8	1BRK-B 2MKL 3WMT Top holdings2013-09-30 1.BRK-B 2.MKL 3.WMT 4.JNJ 5.527288 6.931422 7.30231g 8.NSC 9.YUSD 10.L
2013-06-30	70	$208.4M	0	1BRK-B 2MKL 3WMT Top holdings2013-06-30 1.BRK-B 2.MKL 3.WMT 4.JNJ 5.527288 6.30231g 7.PAYX 8.931422 9.YUSD 10.NSC

Holding changes this quarter

Lafayette Investments, Inc.'s most significant position changes for 2026-03-31: Sold out: Ulta Beauty INC (ULTA); Sold out: Whirlpool CORP (WHR); New buy: Schwab 1000 Index ETF (SCHK); Trim: Kla CORP (KLAC) — shares -10.32%; Trim: Barrick Mining CORP (B) — shares -25.33%.

Position changes disclosed by Lafayette Investments, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	KLAC	Kla CORP	+0.7%	-10.32%	Trim
2	XOM	Exxon Mobil CORP	+0.5%	-1.49%	Trim
3	LMT	Lockheed Martin CORP	+0.4%	-0.44%	Trim
4	JNJ	Johnson & Johnson	+0.4%	-2.91%	Trim
5	CRM	Salesforce INC	+0.4%	+567.52%	Add
6	ADBE	Adobe INC	+0.2%	+107.87%	Add
7	MSGS	Madison Square Garden Sports	+0.2%	-1.00%	Trim
8	COST	Costco Wholesale CORP	+0.2%	+2.04%	Add
9	PEP	Pepsico INC	+0.2%	-2.07%	Trim
10	ASML	ASML Holding N.V.	+0.2%	—	Unchanged
11	CVX	Chevron CORP	+0.1%	-3.51%	Trim
12	KO	Coca-cola Co/the	+0.1%	-0.78%	Trim
13	INTU	Intuit INC	+0.1%	+238.97%	Add
14	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	-1.48%	Trim
15	NSC	Norfolk Southern CORP	0%	-4.59%	Trim
16	SCHW	Schwab (charles) CORP	—	-0.86%	Trim
17	PH	Parker Hannifin CORP	—	-9.15%	Trim
18	LII	Lennox International INC	0%	-2.92%	Trim
19	AAPL	Apple INC	0%	-0.71%	Trim
20	ALLE	Allegion plc	0%	-2.03%	Trim
21	BAC	Bank Of America CORP	0%	-0.62%	Trim
22	JPM	Jpmorgan Chase & Co	0%	-1.44%	Trim
23	MHK	Mohawk Industries INC	0%	-4.76%	Trim
24	CMG	Chipotle Mexican Grill INC	0%	+0.28%	Add
25	DEO	Diageo Plc-sponsored Adr	-0.1%	+0.42%	Add
26	ESAB	Esab CORP	-0.1%	-2.73%	Trim
27	NKE	Nike INC -cl B	-0.1%	-2.80%	Trim
28	AKRE	Akre Focus ETF	-0.1%	+1.58%	Add
29	DHR	Danaher CORP	-0.1%	-13.59%	Trim
30	TROW	T Rowe Price Group INC	-0.1%	+0.69%	Add
31	DIS	Walt Disney Co/the	-0.1%	-1.57%	Trim
32	GPC	Genuine Parts Co	-0.1%	-1.08%	Trim
33	PYPL	Paypal Holdings INC	-0.1%	+4.91%	Add
34	WAT	Waters CORP	-0.1%	-5.00%	Trim
35	ANET	Arista Networks INC	-0.1%	-17.56%	Trim
36	NVO	Novo-nordisk A/s-spons Adr	-0.1%	+4.80%	Add
37	ACN	Accenture plc	-0.2%	+2.20%	Add
38	CHKP	Check Point Software Technologies Ltd.	-0.2%	-3.25%	Trim
39	GLW	Corning INC	-0.2%	-54.84%	Trim
40	GOOG	Alphabet Inc-cl C	-0.2%	-1.90%	Trim
41	PAYX	Paychex INC	-0.2%	+0.07%	Add
42	PGR	Progressive CORP	-0.3%	-0.95%	Trim
43	META	Meta Platforms Inc-class A	-0.3%	-2.13%	Trim
44	JEF	Jefferies Financial Group In	-0.5%	+0.02%	Add
45	MKL	Markel Group INC	-0.6%	-2.41%	Trim
46	MSFT	Microsoft CORP	-0.6%	+0.62%	Add
47	B	Barrick Mining CORP	-0.7%	-25.33%	Trim
48	ULTA	Ulta Beauty INC	—	EXIT	Sold out
49	WHR	Whirlpool CORP	—	EXIT	Sold out
50	SCHK	Schwab 1000 Index ETF	—	NEW	New buy

FAQ

What is Lafayette Investments, Inc. and what type of investor is it?

Lafayette Investments, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $493.9M, spread across 158 disclosed positions.

What are Lafayette Investments, Inc.'s largest equity positions?

Based on the latest 13F filing, Lafayette Investments, Inc.'s top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $56.1M (11.4%) 2. Markel Group INC (MKL) — $38.1M (7.7%) 3. Kla CORP (KLAC) — $25.1M (5.1%) 4. Alphabet Inc-cl C (GOOG) — $20.1M (4.1%) 5. Progressive CORP (PGR) — $17.4M (3.5%)

What changes did Lafayette Investments, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Lafayette Investments, Inc. made 49 notable position adjustments: 1 new positions were initiated, 14 existing holdings were added to, 32 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ulta Beauty INC (ULTA); Sold out: Whirlpool CORP (WHR); New buy: Schwab 1000 Index ETF (SCHK); Trim: Kla CORP (KLAC) — shares -10.32%; Trim: Barrick Mining CORP (B) — shares -25.33%

What sectors does Lafayette Investments, Inc. focus on?

Lafayette Investments, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 34.6% • Information Technology: 16.8% • Communication Services: 14.9% • Consumer Discretionary: 13.7% • Consumer Staples: 6.2% • Health Care: 6.2%