Institutional Fund
Lafayette Investments, Inc.
Ashton, MDCIK 13083775 filings on record
Portfolio Value
$493.86M
Q1 2026
Holdings
158
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-6.7%
from $529.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del11.4%
- Markel Group Inc7.7%
- Kla Corp5.1%
- Alphabet Inc4.1%
- Progressive Corp3.5%
- Meta Platforms Inc3.3%
- Other65.0%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 117.1K | $56.11M | 11.4% | −1.8K | Reduced |
| 2 | Markel Group Inc | 19.9K | $38.09M | 7.7% | −492 | Reduced |
| 3 | Kla Corp | 17.0K | $25.06M | 5.1% | −2.0K | Reduced |
| 4 | Alphabet Inc | 70.0K | $20.07M | 4.1% | −1.4K | Reduced |
| 5 | Progressive Corp | 88.0K | $17.45M | 3.5% | −845 | Reduced |
| 6 | Meta Platforms Inc | 28.2K | $16.16M | 3.3% | −615 | Reduced |
| 7 | Apple Inc | 57.7K | $14.65M | 3.0% | −411 | Reduced |
| 8 | Microsoft Corp | 36.8K | $13.62M | 2.8% | +228 | Added |
| 9 | Johnson & Johnson | 43.4K | $10.60M | 2.1% | −1.3K | Reduced |
| 10 | Lowes Cos Inc | 43.9K | $10.38M | 2.1% | −80 | Reduced |
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