§ 13F · FUND PROFILE
Lafayette Investments, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $494.8T (13F)Positions · 151Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 119K | $59.7T | 11.3% | +1% |
| 2 | MKL | MARKEL GROUP INC | 20K | $43.8T | 8.3% | +1% |
| 3 | KLAC | KLA CORP | 19K | $23.1T | 4.4% | −6% |
| 4 | GOOG | ALPHABET INC | 71K | $22.4T | 4.2% | −3% |
| 5 | PGR | PROGRESSIVE CORP | 89K | $20.2T | 3.8% | ±0% |
| 6 | META | META PLATFORMS INC | 29K | $19.1T | 3.6% | +1% |
| 7 | MSFT | MICROSOFT CORP | 37K | $17.7T | 3.3% | ±0% |
| 8 | AAPL | APPLE INC | 58K | $15.8T | 3.0% | ±0% |
| 9 | B | BARRICK MNG CORP | 329K | $14.3T | 2.7% | −1% |
| 10 | LOW | LOWES COS INC | 44K | $10.6T | 2.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAFAYETTE SIGNAL
AC read
Lafayette Investments, Inc. is a Other fund managing $494756.5 trillion in assets. The fund runs a portfolio of 151 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed