Institutions / Lafayette Investments, Inc.
Lafayette Investments, Inc.
CIK 1308377 · Institution · as of Mar 31, 2026
Portfolio value
$493.86M
Positions
158
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$493.86M-6.7%Positions
158+1.3%Top holdings
Mar 31, 2026View all 158 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $56.11M | 11.4% |
| Markel Group Inc | $38.09M | 7.7% |
| Kla Corp | $25.06M | 5.1% |
| Alphabet Inc. | $20.07M | 4.1% |
| Progressive CORP/OH | $17.45M | 3.5% |
| Meta Platforms Inc | $16.16M | 3.3% |
| Apple Inc. | $14.65M | 3.0% |
| Microsoft Corp | $13.62M | 2.8% |
| Johnson & Johnson | $10.60M | 2.1% |
| Lowes Companies Inc | $10.38M | 2.1% |
| Barrick Mng Corp | $10.01M | 2.0% |
| Norfolk Southern Corp | $9.15M | 1.9% |
| Autozone Inc | $9.13M | 1.8% |
| Schwab Charles Corp | $8.91M | 1.8% |
| Paychex Inc | $8.25M | 1.7% |
| Lockheed Martin Corp | $8.18M | 1.7% |
| T Rowe Price Group Inc | $7.73M | 1.6% |
| Loews Corp | $7.67M | 1.6% |
| Pepsico Inc | $7.14M | 1.4% |
| Exxon Mobil Corp | $6.87M | 1.4% |
| Jefferies Financial Group Inc. | $5.68M | 1.1% |
| Paycom Software, Inc. | $5.51M | 1.1% |
| Starbucks Corp | $5.19M | 1.1% |
| Costco Wholesale Corp /New | $4.97M | 1.0% |
| Amazon.com Inc | $4.90M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 06849F108 Common stock | $-3.39M | -83K -25.33% | 245,333 2.03% of portfolio | low |
| Q1 2026 as of | Trim | Kla Corp Common stock | $-2.88M | -2K -10.32% | 17,017 5.07% of portfolio | low |
| Q1 2026 as of | Trim | Corning Inc /Ny Common stock | $-2.82M | -21K -54.84% | 17,102 0.47% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $1.99M | +11K +567.52% | 12,536 0.47% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $1.70M | +7K +107.87% | 13,472 0.66% of portfolio | low |
| Q1 2026 as of | Add | Paycom Software, Inc. Common stock | $1.53M | +13K +38.37% | 45,308 1.12% of portfolio | low |
| Q1 2026 as of | Exit | Ulta Beauty, Inc. Common stock | $-951.1K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Markel Group Inc Common stock | $-941.7K | -492 -2.41% | 19,901 7.71% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-842.0K | -2K -1.48% | 117,082 11.36% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. Common stock | $721.2K | +2K +238.97% | 2,366 0.21% of portfolio | low |