account_balance
Investment manager · 13F filer · SEC CIK 1308377
Lafayette Investments, Inc.
Reported value$512Mas of Sep 30, 2026
Positions155 1 new, 8 sold out
Top 10 weight45.3%BRK-B alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
11.0%Trimmed −4%
MKLMarkel Group Inc.
6.6%
KLACKLA Corp
5.3%Trimmed −4%
GOOGAlphabet Inc.
4.4%Trimmed −2%
MSFTMicrosoft Corp
3.7%Trimmed −4%
METAMeta Platforms, Inc.
3.5%Trimmed −12%
PGRProgressive Corp
3.3%Trimmed −8%
AAPLApple Inc.
3.3%Trimmed −6%
JNJJohnson & Johnson
2.1%
PAYCPaycom Software, Inc.
2.0%
BBarrick Mining Corp
1.8%−7%
SCHWCharles Schwab Corp
1.7%
BRK-BBerkshire Hathaway Inc
11.0%Trimmed −4%
MKLMarkel Group Inc.
6.6%
KLACKLA Corp
5.3%
GOOGAlphabet Inc.
4.4%
MSFTMicrosoft Corp
3.7%−4%
METAMeta Platforms, Inc.
3.5%
PGRProgressive Corp
3.3%
AAPLApple Inc.
3.3%
JNJ2.1%PAYCB1.8%SCHWBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 11.0% Trimmed −4%MKL Markel Group Inc. 6.6% HeldKLAC KLA Corp 5.3% Trimmed −4%GOOG Alphabet Inc. 4.4% Trimmed −2%MSFT Microsoft Corp 3.7% Trimmed −4%META Meta Platforms, Inc. 3.5% Trimmed −12%PGR Progressive Corp 3.3% Trimmed −8%AAPL Apple Inc. 3.3% Trimmed −6%JNJ Johnson & Johnson 2.1% Trimmed −6%PAYC Paycom Software, Inc. 2.0% HeldB Barrick Mining Corp 1.8% Trimmed −7%SCHW Charles Schwab Corp 1.7% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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