StockDriftsStockDriftsTop 50 Lafayette Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 11.36% | 117.1K | $56.1M | -1.48%(-1.76K) | $87.83(+452.78%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 7.71% | 19.9K | $38.1M | -2.41%(-492) | $566.86(+221.17%) | 2026-03-31 | |
| KLAC | KLA CORP | 5.07% | 17.0K | $25.1M | -10.32%(-1.96K) | $332.09(+457.00%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.06% | 70.0K | $20.1M | -1.90%(-1.35K) | $92.55(+331.17%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 3.53% | 88.0K | $17.4M | -0.95%(-845) | $25.36(+672.80%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.27% | 28.2K | $16.2M | -2.13%(-615) | $252.34(+144.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.97% | 57.7K | $14.7M | -0.71%(-411) | $68.98(+333.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.76% | 36.8K | $13.6M | +0.62%(+228) | $81.44(+397.54%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.15% | 43.4K | $10.6M | -2.91%(-1.30K) | $99.50(+131.57%) | 2026-03-31 | |
| LOW | LOWES COS INC | 2.1% | 43.9K | $10.4M | -0.18%(-80) | $164.61(+33.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.79% | +9.90% | +60.34% |
| Top 20 Holdings Unweighted | +14.02% | +48.23% | +9.55% | +57.79% |
Lafayette Investments, Inc. reports $493.86M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (11.4%), MKL (7.7%) and KLAC (5.1%). The top 20 holdings account for 61.81% of reported assets. Its disclosed equity book has returned +49.79% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lafayette Investments, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1308377). View Lafayette Investments, Inc.’s 13F filings on SEC