§ 13F · FUND PROFILE
Lafayette Investments, Inc..
AUM · $542M (13F)Positions · 162Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 118K | $59M | 10.9% | +1% |
| 2 | KLAC | KLA CORP | 146K | $44M | 8.1% | +759% |
| 3 | MKL | MARKEL GROUP INC | 20K | $39M | 7.2% | ±0% |
| 4 | GOOG | ALPHABET INC | 68K | $24M | 4.5% | −2% |
| 5 | PGR | PROGRESSIVE CORP | 89K | $19M | 3.6% | +1% |
| 6 | META | META PLATFORMS INC | 28K | $16M | 2.9% | ±0% |
| 7 | AAPL | APPLE INC | 53K | $15M | 2.8% | −7% |
| 8 | MSFT | MICROSOFT CORP | 39K | $14M | 2.7% | +5% |
| 9 | JNJ | JOHNSON & JOHNSON | 42K | $11M | 2.0% | −2% |
| 10 | NSC | NORFOLK SOUTHN CORP | 32K | $10M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAFAYETTE SIGNAL
AC read
Lafayette Investments, Inc. is a Other fund managing $542 million in assets. The fund runs a portfolio of 162 positions.
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