§ 13F · FUND PROFILE
Lafayette Investments, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $522M (13F)Positions · 156Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 117K | $56M | 11.4% | −1% |
| 2 | MKL | MARKEL GROUP INC | 20K | $38M | 7.7% | −2% |
| 3 | KLAC | KLA CORP | 17K | $25M | 5.1% | −10% |
| 4 | GOOG | ALPHABET INC | 70K | $20M | 4.1% | −2% |
| 5 | PGR | PROGRESSIVE CORP | 88K | $17M | 3.5% | −1% |
| 6 | META | META PLATFORMS INC | 28K | $16M | 3.3% | −2% |
| 7 | AAPL | APPLE INC | 58K | $15M | 3.0% | −1% |
| 8 | MSFT | MICROSOFT CORP | 37K | $14M | 2.8% | +1% |
| 9 | JNJ | JOHNSON & JOHNSON | 43K | $11M | 2.1% | −3% |
| 10 | LOW | LOWES COS INC | 44K | $10M | 2.1% | ±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 $522 million in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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