Institutions / Lafayette Investments, Inc. / Activity
Activity — Lafayette Investments, Inc.
128 moves.
| 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 |
| Q1 2026 as of | Exit | Whirlpool Corp Common stock | $-616.6K | -9K -100.00% | 0 | low |
| Q1 2026 as of | New | 808524722 Common stock | $609.7K | +19K | 19,461 0.12% of portfolio | low |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-574.0K | -5K -17.56% | 21,946 0.55% of portfolio | low |
| Q1 2026 as of | Trim | Starbucks Corp Common stock | $-532.7K | -6K -9.31% | 57,904 1.05% of portfolio | low |
| Q1 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-455.7K | -509 -9.15% | 5,055 0.92% of portfolio | low |
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-440.3K | -2K -4.59% | 31,895 1.85% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-387.8K | -1K -1.90% | 69,977 4.06% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-351.9K | -615 -2.13% | 28,245 3.27% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-317.3K | -1K -2.91% | 43,382 2.15% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $296.9K | +698 +62.60% | 1,813 0.16% of portfolio | low |
| Q1 2026 as of | Exit | General Motors Co Common stock | $-285.2K | -4K -100.00% | 0 | low |
| Q1 2026 as of | New | Kraft Heinz Co Common stock | $281.9K | +13K | 12,533 0.06% of portfolio | low |
| Q1 2026 as of | Exit | ELI LILLY & Co Common stock | $-254.7K | -237 -100.00% | 0 | low |
| Q1 2026 as of | New | Generac Holdings Inc. Common stock | $253.9K | +1K | 1,300 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 351858105 Common stock | $-231.5K | -937 -35.87% | 1,675 0.08% of portfolio | low |
| Q1 2026 as of | Exit | PROCTER & GAMBLE Co Common stock | $-217.7K | -2K -100.00% | 0 | low |
| Q1 2026 as of | New | 92204A504 Common stock | $216.5K | +795 | 795 0.04% of portfolio | low |
| Q1 2026 as of | New | American Electric Power Co Inc Common stock | $216.3K | +2K | 1,650 0.04% of portfolio | low |
| Q1 2026 as of | Exit | Oracle Corp Common stock | $-214.4K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | BlackRock, Inc. Common stock | $-213.0K | -199 -100.00% | 0 | low |
| Q1 2026 as of | New | Micron Technology Inc Common stock | $211.2K | +625 | 625 0.04% of portfolio | low |
| Q1 2026 as of | New | EPD Enterprise Products Partners L.P. MLP | $208.1K | +6K | 5,500 0.04% of portfolio | low |
| Q1 2026 as of | New | Dominion Energy, Inc Common stock | $202.8K | +3K | 3,281 0.04% of portfolio | low |
| Q1 2026 as of | New | MercadoLibre, Inc. Common stock | $200.6K | +116 | 116 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Danaher Corp /De Common stock | $-199.1K | -1K -13.59% | 6,678 0.26% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $187.4K | +900 +3.98% | 23,527 0.99% of portfolio | low |
| Q1 2026 as of | Trim | Progressive CORP/OH Common stock | $-167.5K | -845 -0.95% | 88,022 3.53% of portfolio | low |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-160.6K | -3K -14.98% | 18,161 0.18% of portfolio | low |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $151.5K | +1K +27.99% | 5,862 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-151.1K | -973 -2.07% | 45,959 1.45% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $143.4K | +3K +4.91% | 67,759 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-133.6K | -688 -4.05% | 16,308 0.64% of portfolio | low |
| Q1 2026 as of | Trim | Lennox International Inc Common stock | $-125.3K | -270 -2.92% | 8,977 0.84% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $124.5K | +2K +16.75% | 12,066 0.18% of portfolio | low |
| Q1 2026 as of | Add | 670100205 Common stock | $121.9K | +3K +4.80% | 72,455 0.54% of portfolio | low |
| Q1 2026 as of | Trim | Smith a O Corp Common stock | $-120.7K | -2K -3.81% | 46,161 0.62% of portfolio | low |
| Q1 2026 as of | Trim | Autozone Inc Common stock | $-118.2K | -35 -1.28% | 2,704 1.85% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $117.1K | +300 +11.65% | 2,875 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Mohawk Industries Inc Common stock | $-116.2K | -1K -4.76% | 23,626 0.47% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $115.5K | +382 +4.40% | 9,066 0.55% of portfolio | low |