13F Insight
DOSSIER · 13F-HR · Q2 2026

Lafayette Investments, Inc.

$542M in tracked AUM across 162 positions as of Q2 2026.

LI
CIK 0001308377 · last filed Jun 30, 2026
Total AUM
$542M
as of Q2 2026
Holdings
162
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lafayette Investments, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$59M118K10.9%02
KLAC
KLA CORP
$44M146K8.1%03
MKL
MARKEL GROUP INC
$39M20K7.2%04
GOOG
ALPHABET INC
$24M68K4.5%05
PGR
PROGRESSIVE CORP
$19M89K3.6%06
META
META PLATFORMS INC
$16M28K2.9%07
AAPL
APPLE INC
$15M53K2.8%08
MSFT
MICROSOFT CORP
$14M39K2.7%09
JNJ
JOHNSON & JOHNSON
$11M42K2.0%10
NSC
NORFOLK SOUTHN CORP
$10M32K1.8%

Filing history

2026Q2Jun 30
$542M▲ 9.8%
162 positionsView →2026Q1Mar 31
$494M▼ 6.7%
158 positionsView →2025Q4Dec 31
$529M▲ 1.3%
156 positionsView →2025Q3Sep 30
$522M▲ 5.5%
156 positionsView →2025Q2Jun 30
$495M▲ 4.7%
151 positionsLocked2025Q1Mar 31
$473M▲ 1.3%
146 positionsLocked2024Q4Dec 31
$467M▼ 1.6%
149 positionsLocked2024Q3Sep 30
$474M▲ 7.9%
146 positionsLocked2024Q2Jun 30
$440M▼ 1.2%
142 positionsLocked2024Q1Mar 31
$445M▲ 10.6%
141 positionsLocked2023Q4Dec 31
$402M▲ 9.6%
135 positionsLocked2023Q3Sep 30
$367M▼ 3.6%
128 positionsLocked
Showing 12 of 53