Lafayette Investments, Inc.
CIK 0001308377 · ASHTON, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
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
Top Holdings
BRK-B
BERKSHIRE HATHAWAY INC DEL
10.9%
KLAC
KLA CORP
8.1%
MKL
MARKEL GROUP INC
7.2%
GOOG
ALPHABET INC
4.5%
PGR
PROGRESSIVE CORP
3.6%
META
META PLATFORMS INC
2.9%
AAPL
APPLE INC
2.8%
MSFT
MICROSOFT CORP
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.