Lafayette Investments, Inc. Portfolio Holdings

Lafayette Investments, Inc.

  • $504 Million
  • Q3 2025

Lafayette Investments, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $504 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $59.3M, Markel Corp with a value of $38.6M, Progressive Corp with a value of $21.9M, Kla Corp with a value of $21.7M, and Meta Platforms, Inc. with a value of $20.9M.

Examining the 13F form we can see an increase of $22.5M in the current position value, from $482M to 504M.

Below you can find more details about Lafayette Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $504 Million
Financial Services: $183 Million
Technology: $91.8 Million
Industrials: $59.1 Million
Consumer Cyclical: $55.5 Million
Communication Services: $48.2 Million
Consumer Defensive: $30.2 Million
Healthcare: $20.2 Million
Energy: $7.73 Million
Other: $8.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$59.3 Million 11.75% of portfolio
117,876
Q3 2025 Reduced 0.14%
$27.9B
$38.6 Million 7.64% of portfolio
20,175
Q3 2025 Reduced 0.05%
$132B
$21.9 Million 4.34% of portfolio
88,724
Q3 2025 Reduced 0.5%
$161B
$21.7 Million 4.3% of portfolio
20,113
Q3 2025 Added 0.43%
$1.37T
$20.9 Million 4.15% of portfolio
28,521
Q3 2025 Added 1.27%
$3.78T
$18.9 Million 3.74% of portfolio
36,437
Q3 2025 Added 1.0%
$1.74T
$17.9 Million 3.54% of portfolio
73,331
Q3 2025 Added 0.06%
$4.3T
$14.8 Million 2.94% of portfolio
58,295
Q3 2025 Reduced 0.07%
$73.2B
$12.3 Million 2.44% of portfolio
2,868
Q3 2025 Reduced 9.1%
$140B
$11.3 Million 2.25% of portfolio
45,143
Q3 2025 Reduced 0.64%
$40.4B
$11.3 Million 2.23% of portfolio
88,897
Q3 2025 Added 0.95%
$65.7B
$10.1 Million 1.99% of portfolio
33,470
Q3 2025 Reduced 0.15%
$167B
$9.16 Million 1.82% of portfolio
95,948
Q3 2025 Reduced 0.93%
$12B
$9.03 Million 1.79% of portfolio
138,052
Q3 2025 Reduced 0.55%
$23B
$8.82 Million 1.75% of portfolio
85,941
Q3 2025 Reduced 0.25%
$522B
$8.36 Million 1.66% of portfolio
45,093
Q3 2025 Reduced 5.53%
$123B
$6.82 Million 1.35% of portfolio
13,662
Q3 2025 Reduced 1.99%
$204B
$6.77 Million 1.34% of portfolio
48,183
Q3 2025 Reduced 0.89%
$18B
$6.56 Million 1.3% of portfolio
47,324
Q3 2025 Reduced 0.33%
$9.97B
$6.17 Million 1.22% of portfolio
29,633
Q3 2025 Added 2.71%
$404B
$5.62 Million 1.11% of portfolio
6,068
Q3 2025 Added 3.41%
$97.3B
$5.43 Million 1.08% of portfolio
64,138
Q3 2025 Reduced 1.06%
$53B
$5.38 Million 1.07% of portfolio
56,382
Q3 2025 Reduced 0.97%
$4.16B
$5.12 Million 1.01% of portfolio
4,348
Q3 2025 Reduced 0.05%
$14.2B
$5.08 Million 1.01% of portfolio
28,650
Q3 2025 Reduced 2.84%
$881B
$5.05 Million 1.0% of portfolio
16,009
Q3 2025 Reduced 0.23%
$16.7B
$4.96 Million 0.98% of portfolio
9,370
Q3 2025 Reduced 0.19%
$107B
$4.7 Million 0.93% of portfolio
6,199
Q3 2025 Reduced 0.24%
$490B
$4.66 Million 0.92% of portfolio
41,360
Q3 2025 Reduced 0.52%
$24.8B
$4.59 Million 0.91% of portfolio
22,203
Q3 2025 Reduced 1.48%
$2.39T
$4.49 Million 0.89% of portfolio
20,462
Q3 2025 Added 2.7%
$71.6B
$4.24 Million 0.84% of portfolio
63,278
Q3 2025 Added 4.92%
$306B
$4.22 Million 0.84% of portfolio
63,580
Q3 2025 Reduced 1.35%
$193B
$4 Million 0.79% of portfolio
34,966
Q2 2025 Reduced 1.93%
$89.7B
$3.92 Million 0.78% of portfolio
19,476
Q3 2025 Reduced 0.75%
$6.71B
$3.81 Million 0.76% of portfolio
34,105
Q3 2025 Reduced 0.45%
$109B
$3.82 Million 0.76% of portfolio
68,845
Q3 2025 Added 44.17%
$152B
$3.82 Million 0.76% of portfolio
15,480
Q3 2025 Added 7.13%
$8.21B
$3.78 Million 0.75% of portfolio
51,548
Q3 2025 Reduced 0.72%
$177B
$3.4 Million 0.67% of portfolio
17,497
Q3 2025 Reduced 1.17%
$69.4B
$3.35 Million 0.66% of portfolio
40,780
Q3 2025 Reduced 37.5%
$6.8B
$3.24 Million 0.64% of portfolio
25,141
Q3 2025 Reduced 0.28%
$79.2B
$3.18 Million 0.63% of portfolio
45,670
Q3 2025 Added 1.2%
$4.28B
$3.06 Million 0.61% of portfolio
13,474
Q3 2025 Reduced 1.11%
$533B
$2.94 Million 0.58% of portfolio
8,617
Q3 2025 Added 5.29%
$413B
$2.8 Million 0.56% of portfolio
54,277
Q3 2025 Added 0.11%
$72.4B
$2.37 Million 0.47% of portfolio
6,645
Q3 2025 Added 0.18%
$405B
$2.32 Million 0.46% of portfolio
2,400
Q3 2025 Added 63.27%
$22.7B
$2.18 Million 0.43% of portfolio
7,263
Q3 2025 Reduced 7.38%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $504 Million
  • Prior Value $482 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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