Lafayette Investments, Inc.
CIK 1308377
13F filing for Q2 2026・No. 3,702
- Holdings
- US$542.44M
- Quarter change
- +US$48.58M
- Entries
- 162
- Net bought (estimate)
- +US$916.84K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 4
- Cut 76
- Added 45
- Corporate actions 2
- Unchanged 33
Largest holdings
162 stocks worth US$542.44M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 118,489 | US$59.29M | 10.93% |
| KLACKLA CORPCOM NEW | CutSplit 9:1 | 146,113 | US$44.08M | 8.13% |
| MKLMARKEL GROUP INCCOM | Added | 19,924 | US$38.91M | 7.17% |
| GOOGALPHABET INCCAP STK CL C | Cut | 68,406 | US$24.17M | 4.46% |
| PGRPROGRESSIVE CORPCOM | Added | 88,602 | US$19.36M | 3.57% |
| METAMetaCL A | Cut | 28,218 | US$15.89M | 2.93% |
| AAPLAppleCOM | Cut | 53,412 | US$15.46M | 2.85% |
| MSFTMicrosoftCOM | Added | 38,816 | US$14.48M | 2.67% |
| JNJJOHNSON & JOHNSONCOM | Cut | 42,382 | US$10.76M | 1.98% |
| NORFOLK SOUTHN CORPCOM | Cut | 31,883 | US$10.03M | 1.85% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.