Lafayette Investments, Inc.
Long book
$493.9M
Q1 2026
Positions
158
Top-10 weight
45%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsLafayette Investments, Inc. is a diversified fundamental manager, running a $493.9M US long book across 158 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, MARKEL GROUP INC, KLA CORP, ALPHABET INC-CL C, PROGRESSIVE CORP.
Over the last 9 quarters its long book ran on average 1.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.8%
Q2 2024
+9.4%
Q3 2024
-0.3%
Q4 2024
+1.4%
Q1 2025
+3.5%
Q2 2025
+5.9%
Q3 2025
+1.5%
Q4 2025
-4.3%
Q1 2026
+11.4%
Sector allocation
Financials 34%
Technology 20%
Industrials 10%
Consumer discretionary 9%
Services media 8%
Other 8%
Consumer staples 3%
Healthcare 3%
Long book by quarter
What does Lafayette Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 117.1K | $56.1M | 11.4% | -1.5% |
| MKL MARKEL GROUP INC | Financials | 19.9K | $38.1M | 7.7% | -2.4% |
| KLAC KLA CORP | Other | 17.0K | $25.1M | 5.1% | -10.3% |
| GOOG ALPHABET INC-CL C | Technology | 70.0K | $20.1M | 4.1% | -1.9% |
| PGR PROGRESSIVE CORP | Financials | 88.0K | $17.4M | 3.5% | -1.0% |
| META META PLATFORMS INC-CLASS A | Technology | 28.2K | $16.2M | 3.3% | -2.1% |
| AAPL APPLE INC | Technology | 57.7K | $14.7M | 3.0% | -0.7% |
| MSFT MICROSOFT CORP | Technology | 36.8K | $13.6M | 2.8% | +0.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 43.4K | $10.6M | 2.1% | -2.9% |
| LOW LOWE'S COS INC | Consumer discretionary | 43.9K | $10.4M | 2.1% | -0.2% |
| B BARRICK MINING CORP | Materials | 245.3K | $10.0M | 2.0% | -25.3% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 31.9K | $9.2M | 1.9% | -4.6% |
| AZO AUTOZONE INC | Consumer discretionary | 2.7K | $9.1M | 1.8% | -1.3% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 94.9K | $8.9M | 1.8% | -0.9% |
| PAYX PAYCHEX INC | Services media | 89.5K | $8.2M | 1.7% | +0.1% |
| LMT LOCKHEED MARTIN CORP | Industrials | 13.5K | $8.2M | 1.7% | -0.4% |
| TROW T ROWE PRICE GROUP INC | Financials | 85.8K | $7.7M | 1.6% | +0.7% |
| L LOEWS CORP | Financials | 71.9K | $7.7M | 1.6% | -1.4% |
| PEP PEPSICO INC | Consumer staples | 46.0K | $7.1M | 1.4% | -2.1% |
| XOM EXXON MOBIL CORP | Energy | 40.5K | $6.9M | 1.4% | -1.5% |
| JEF JEFFERIES FINANCIAL GROUP IN | Financials | 137.6K | $5.7M | 1.1% | 0.0% |
| PAYC PAYCOM SOFTWARE INC | Technology | 45.3K | $5.5M | 1.1% | +38.4% |
| SBUX STARBUCKS CORP | Consumer discretionary | 57.9K | $5.2M | 1.1% | -9.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.0K | $5.0M | 1.0% | +2.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 23.5K | $4.9M | 1.0% | +4.0% |
| GPC GENUINE PARTS CO | Consumer discretionary | 45.7K | $4.8M | 1.0% | -1.1% |
| KO COCA-COLA CO/THE | Consumer staples | 63.1K | $4.8M | 1.0% | -0.8% |
| JPM JPMORGAN CHASE & CO | Financials | 15.7K | $4.6M | 0.9% | -1.4% |
| PH PARKER HANNIFIN CORP | Industrials | 5.1K | $4.5M | 0.9% | -9.1% |
| GHC GRAHAM HOLDINGS CO-CLASS B | Services media | 4.3K | $4.5M | 0.9% | -0.9% |
| MSGS MADISON SQUARE GARDEN SPORTS | Services media | 13.4K | $4.3M | 0.9% | -1.0% |
| LII LENNOX INTERNATIONAL INC | Industrials | 9.0K | $4.2M | 0.8% | -2.9% |
| ALLE ALLEGION PLC | Services media | 23.6K | $3.4M | 0.7% | -2.0% |
| MRSH MARSH & MCLENNAN COS | Financials | 19.2K | $3.3M | 0.7% | -0.5% |
| DIS WALT DISNEY CO/THE | Services media | 34.2K | $3.3M | 0.7% | -1.6% |
| ADBE ADOBE INC | Technology | 13.5K | $3.3M | 0.7% | +107.9% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 2.5K | $3.3M | 0.7% | Held |
| ESAB ESAB CORP | Industrials | 33.3K | $3.2M | 0.7% | -2.7% |
| ACN ACCENTURE PLC-CL A | Services media | 16.2K | $3.2M | 0.6% | +2.2% |
| TXN TEXAS INSTRUMENTS INC | Technology | 16.3K | $3.2M | 0.6% | -4.0% |
| PYPL PAYPAL HOLDINGS INC | Services media | 67.8K | $3.1M | 0.6% | +4.9% |
| CPW CHECK POINT SOFTWARE TECH | — | 21.4K | $3.1M | 0.6% | -3.3% |
| AOS SMITH (A.O.) CORP | Industrials | 46.2K | $3.0M | 0.6% | -3.8% |
| V VISA INC-CLASS A SHARES | Services media | 9.1K | $2.7M | 0.6% | +4.4% |
| ANET ARISTA NETWORKS INC | Technology | 21.9K | $2.7M | 0.5% | -17.6% |
| CVX CHEVRON CORP | Energy | 12.2K | $2.5M | 0.5% | -3.5% |
| HAS HASBRO INC | Other | 26.2K | $2.4M | 0.5% | -1.6% |
| BAC BANK OF AMERICA CORP | Financials | 50.1K | $2.4M | 0.5% | -0.6% |
| CMG CHIPOTLE MEXICAN GRILL INC | Consumer discretionary | 74.6K | $2.4M | 0.5% | +0.3% |
| CRM SALESFORCE INC | Technology | 12.5K | $2.3M | 0.5% | +567.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 158 | $493.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 156 | $529.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 156 | $522.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 151 | $494.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 146 | $472.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 149 | $466.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Feb 13, 2025 | 146 | $474.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 146 | $474K | SEC ↗ | |
| Q2 2024 | 13F-HR | Jul 31, 2024 | 142 | $439.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 141 | $445.1M | canonical | SEC ↗ |
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