Lafayette Investments, Inc.

CIK 0001308377 · ASHTON, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Lafayette Investments, Inc. reported 162 positions worth $542.4M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: BRK-B (10.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$542.4M
2026 Q2
Positions
162
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.5%
Est. Net Flow (Q)
2026 Q2
10 / 162 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$59.3M10.93%118,489
2KLACKLA CORPSH$44.1M8.13%146,113
3MKLMARKEL GROUP INCSH$38.9M7.17%19,924
4GOOGALPHABET INCSH$24.2M4.46%68,406
5PGRPROGRESSIVE CORPSH$19.4M3.57%88,602
6METAMETA PLATFORMS INCSH$15.9M2.93%28,218
7AAPLAPPLE INCSH$15.5M2.85%53,412
8MSFTMICROSOFT CORPSH$14.5M2.67%38,816
9JNJJOHNSON & JOHNSONSH$10.8M1.98%42,382
10NSCNORFOLK SOUTHN CORPSH$10.0M1.85%31,883

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lafayette Investments, Inc. hold as of Q2 2026?

Lafayette Investments, Inc. reported 162 positions worth $542.4M in its Q2 2026 13F filing. Largest positions: BRK-B (10.9%), KLAC (8.1%), MKL (7.2%), GOOG (4.5%) and PGR (3.6%).

What did Lafayette Investments, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lafayette Investments, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.