Lafayette Investments, Inc. — 13F Holdings & Portfolio
CIK 1308377 · latest 13F-HR filed 2026-04-27
Lafayette Investments, Inc. manages $493.9M in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (11.36%), MKL (7.71%), KLAC (5.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 7, added to 45, and trimmed 74.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$493.9M
Long-equity book
158
Distinct positions
2026-03-31
Filed 2026-04-27
+9 / −7 / ↑45 / ↓74
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- KLA CORP$2.0M +8.7%
- EXXON MOBIL CORP$1.9M +38.9%
- SALESFORCE INC$1.8M +370.4%
- LOCKHEED MARTIN CORP$1.6M +24.4%
- JOHNSON & JOHNSON$1.4M +14.7%
Top Trims
- MARKEL GROUP INC-$5.7M -13.1%
- BARRICK MNG CORP-$4.3M -30.1%
- MICROSOFT CORP-$4.1M -23.0%
- BERKSHIRE HATHAWAY INC DEL-$3.6M -6.1%
- META PLATFORMS INC-$2.9M -15.2%
New Positions
- SCHWAB STRATEGIC TR$609.7K
- KRAFT HEINZ CO$281.9K
- GENERAC HLDGS INC$253.9K
- VANGUARD WORLD FD$216.5K
- AMERICAN ELEC PWR CO INC$216.3K
Exited Positions
- ULTA BEAUTY INC$951.1K
- WHIRLPOOL CORP$616.6K
- GENERAL MTRS CO$285.2K
- ELI LILLY & CO$254.7K
- PROCTER AND GAMBLE CO$217.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $56.1M | 11.36% | 117,082 | SH |
| 2 | MARKEL GROUP INC | MKL | 570535104 | $38.1M | 7.71% | 19,901 | SH |
| 3 | KLA CORP | KLAC | 482480100 | $25.1M | 5.07% | 17,017 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $20.1M | 4.06% | 69,977 | SH |
| 5 | PROGRESSIVE CORP | PGR | 743315103 | $17.4M | 3.53% | 88,022 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $16.2M | 3.27% | 28,245 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $14.7M | 2.97% | 57,744 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $13.6M | 2.76% | 36,807 | SH |
| 9 | JOHNSON & JOHNSON | JNJ | 478160104 | $10.6M | 2.15% | 43,382 | SH |
| 10 | LOWES COS INC | LOW | 548661107 | $10.4M | 2.10% | 43,928 | SH |
| 11 | BARRICK MNG CORP | B | 06849F108 | $10.0M | 2.03% | 245,333 | SH |
| 12 | NORFOLK SOUTHN CORP | NSC | 655844108 | $9.2M | 1.85% | 31,895 | SH |
| 13 | AUTOZONE INC | AZO | 053332102 | $9.1M | 1.85% | 2,704 | SH |
| 14 | SCHWAB CHARLES CORP | SCHW | 808513105 | $8.9M | 1.81% | 94,860 | SH |
| 15 | PAYCHEX INC | PAYX | 704326107 | $8.2M | 1.67% | 89,504 | SH |
| 16 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.2M | 1.66% | 13,528 | SH |
| 17 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $7.7M | 1.57% | 85,810 | SH |
| 18 | LOEWS CORP | L | 540424108 | $7.7M | 1.55% | 71,880 | SH |
| 19 | PEPSICO INC | PEP | 713448108 | $7.1M | 1.45% | 45,959 | SH |
| 20 | EXXON MOBIL CORP | XOM | 30231G102 | $6.9M | 1.39% | 40,489 | SH |
| 21 | JEFFERIES FINANCIAL GROUP IN | JEF | 47233W109 | $5.7M | 1.15% | 137,608 | SH |
| 22 | PAYCOM SOFTWARE INC | PAYC | 70432V102 | $5.5M | 1.12% | 45,308 | SH |
| 23 | STARBUCKS CORP | SBUX | 855244109 | $5.2M | 1.05% | 57,904 | SH |
| 24 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.0M | 1.01% | 4,992 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $4.9M | 0.99% | 23,527 | SH |
| 26 | GENUINE PARTS CO | GPC | 372460105 | $4.8M | 0.98% | 45,712 | SH |
| 27 | COCA COLA CO | KO | 191216100 | $4.8M | 0.97% | 63,091 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.6M | 0.93% | 15,660 | SH |
| 29 | PARKER-HANNIFIN CORP | PH | 701094104 | $4.5M | 0.92% | 5,055 | SH |
| 30 | GRAHAM HLDGS CO | GHC | 384637104 | $4.5M | 0.91% | 4,250 | SH |
| 31 | MADISON SQUARE GRDN SPRT COR | MSGS | 55825T103 | $4.3M | 0.87% | 13,354 | SH |
| 32 | LENNOX INTL INC | LII | 526107107 | $4.2M | 0.84% | 8,977 | SH |
| 33 | ALLEGION PLC | ALLE | G0176J109 | $3.4M | 0.69% | 23,598 | SH |
| 34 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $3.3M | 0.68% | 19,247 | SH |
| 35 | DISNEY WALT CO | DIS | 254687106 | $3.3M | 0.67% | 34,206 | SH |
| 36 | ADOBE INC | ADBE | 00724F101 | $3.3M | 0.66% | 13,472 | SH |
| 37 | ASML HLDG NV | ASML | N07059210 | $3.3M | 0.66% | 2,475 | SH |
| 38 | ESAB CORPORATION | ESAB | 29605J106 | $3.2M | 0.65% | 33,329 | SH |
| 39 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $3.2M | 0.65% | 16,187 | SH |
| 40 | TEXAS INSTRS INC | TXN | 882508104 | $3.2M | 0.64% | 16,308 | SH |
| 41 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $3.1M | 0.62% | 67,759 | SH |
| 42 | CHECK POINT SOFTWARE TECH LT | CHKP | M22465104 | $3.1M | 0.62% | 21,408 | SH |
| 43 | SMITH A O CORP | AOS | 831865209 | $3.0M | 0.62% | 46,161 | SH |
| 44 | VISA INC | V | 92826C839 | $2.7M | 0.55% | 9,066 | SH |
| 45 | DIAGEO PLC | DEO | 25243Q205 | $2.7M | 0.55% | 36,681 | SH |
| 46 | ARISTA NETWORKS INC | ANET | 040413205 | $2.7M | 0.55% | 21,946 | SH |
| 47 | NOVO-NORDISK A S | NVO | 670100205 | $2.7M | 0.54% | 72,455 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $2.5M | 0.51% | 12,231 | SH |
| 49 | HASBRO INC | HAS | 418056107 | $2.4M | 0.50% | 26,162 | SH |
| 50 | BANK AMERICA CORP | BAC | 060505104 | $2.4M | 0.49% | 50,130 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $493.9M | 158 | 0001308377-26-000002 |
| 2025-12-31 | 2026-02-04 | $529.1M | 156 | 0001308377-26-000001 |