Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lafayette Investments, Inc. (CIK 1308377) reported $493.9M across 158 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($56.1M, 11.36%), MKL ($38.1M, 7.71%), KLAC ($25.1M, 5.07%), GOOG ($20.1M, 4.06%), PGR ($17.4M, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.1M | 11.36% | 117,082 | Trimmed |
| 2 | MKL | MARKEL GROUP INC | $38.1M | 7.71% | 19,901 | Trimmed |
| 3 | KLAC | KLA CORP | $25.1M | 5.07% | 17,017 | Trimmed |
| 4 | GOOG | ALPHABET INC | $20.1M | 4.06% | 69,977 | Trimmed |
| 5 | PGR | PROGRESSIVE CORP | $17.4M | 3.53% | 88,022 | Trimmed |
| 6 | META | META PLATFORMS INC | $16.2M | 3.27% | 28,245 | Trimmed |
| 7 | AAPL | APPLE INC | $14.7M | 2.97% | 57,744 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $13.6M | 2.76% | 36,807 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $10.6M | 2.15% | 43,382 | Trimmed |
| 10 | LOW | LOWES COS INC | $10.4M | 2.10% | 43,928 | Trimmed |
| 11 | B | BARRICK MNG CORP | $10.0M | 2.03% | 245,333 | Trimmed |
| 12 | AZO | AUTOZONE INC | $9.1M | 1.85% | 2,704 | Trimmed |
| 13 | NSC | NORFOLK SOUTHN CORP | $9.2M | 1.85% | 31,895 | Trimmed |
| 14 | SCHW | SCHWAB CHARLES CORP | $8.9M | 1.81% | 94,860 | Trimmed |
| 15 | PAYX | PAYCHEX INC | $8.2M | 1.67% | 89,504 | Added |
| 16 | LMT | LOCKHEED MARTIN CORP | $8.2M | 1.66% | 13,528 | Trimmed |
| 17 | TROW | PRICE T ROWE GROUP INC | $7.7M | 1.57% | 85,810 | Added |
| 18 | L | LOEWS CORP | $7.7M | 1.55% | 71,880 | Trimmed |
| 19 | PEP | PEPSICO INC | $7.1M | 1.45% | 45,959 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $6.9M | 1.39% | 40,489 | Trimmed |
| 21 | JEF | JEFFERIES FINANCIAL GROUP IN | $5.7M | 1.15% | 137,608 | Added |
| 22 | PAYC | PAYCOM SOFTWARE INC | $5.5M | 1.12% | 45,308 | Added |
| 23 | SBUX | STARBUCKS CORP | $5.2M | 1.05% | 57,904 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $5.0M | 1.01% | 4,992 | Added |
| 25 | AMZN | AMAZON COM INC | $4.9M | 0.99% | 23,527 | Added |
Source: SEC Form 13F filings · as of 2026-03-31