Lafayette Investments, Inc.

Lafayette Investments, Inc. reported 162 holdings worth US$542M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Lafayette Investments, Inc. reported 162 holdings worth US$542M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Kla Corporation and Markel Group Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
162
Value as reported
US$542M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.120KUS$60M11.1%
Kla Corporation146KUS$44.1M8.1%
Markel Group Inc.19,924US$38.9M7.2%
Alphabet Inc (google) Class C71,263US$25.5M4.7%
Progressive Corporation (the)88,602US$19.4M3.6%
Meta Platforms, Inc.28,218US$15.9M2.9%
Apple Inc53,412US$15.5M2.8%
Microsoft Corp.38,816US$14.5M2.7%
Johnson & Johnson42,382US$10.8M2.0%
Norfolk Southern Corporation31,883US$10M1.8%
Lowe's Companies, Inc.44,135US$9.73M1.8%
T. Rowe Price Group, Inc.84,377US$9.59M1.8%
Paychex, Inc.92,781US$9.12M1.7%
Barrick Mining Corporation241KUS$8.87M1.6%
Charles Schwab Corporation (the)95,470US$8.81M1.6%
Autozone, Inc.2,689US$8.59M1.6%
Loews Corporation71,544US$8.1M1.5%
Jefferies Financial Group Inc.138KUS$6.88M1.3%
Lockheed Martin Corporation13,371US$6.81M1.3%
Pepsico, Inc.45,908US$6.22M1.1%
Paycom Software, Inc.48,733US$6.12M1.1%
Amazon.com, Inc.24,747US$5.9M1.1%
Exxon Mobil Corporation40,047US$5.48M1.0%
Madison Square Garden Sports Corp.13,344US$5.36M0.99%
Genuine Parts Company45,326US$5.35M0.99%
Starbucks Corporation51,427US$5.26M0.97%
Jp Morgan Chase & Co.15,746US$5.15M0.95%
Lennox International, Inc.8,929US$5.12M0.94%
Coca-cola Company (the)62,738US$5.1M0.94%
Parker-hannifin Corporation5,054US$4.94M0.91%
Graham Holdings Company4,244US$4.84M0.89%
Asml Holding Nv2,387US$4.75M0.88%
Costco Wholesale Corporation4,792US$4.48M0.83%
Texas Instruments Incorporated13,078US$3.9M0.72%
Arista Networks, Inc.21,444US$3.64M0.67%
Novo Nordisk A/s Class B73,499US$3.52M0.65%
Corning Incorporated13,729US$3.51M0.65%
Walt Disney Company (the)34,699US$3.34M0.62%
Esab Corporation33,019US$3.26M0.60%
Marsh19,437US$3.24M0.60%
Visa Inc.9,092US$3.12M0.58%
Zoetis Inc.42,105US$3.03M0.56%
Mohawk Industries, Inc.23,953US$2.91M0.54%
Paypal Holdings, Inc.66,197US$2.86M0.53%
Diageo Plc35,256US$2.83M0.52%
Bank Of America Corporation49,030US$2.79M0.52%
Adobe Inc.13,365US$2.74M0.51%
A.o. Smith Corporation42,940US$2.69M0.50%
Chipotle Mexican Grill, Inc.77,057US$2.62M0.48%
Waters Corporation6,359US$2.38M0.44%
Salesforce, Inc.15,090US$2.36M0.44%
Broadcom Inc.5,754US$2.17M0.40%
Hasbro, Inc.26,087US$2.15M0.40%
Crowdstrike Holdings, Inc.2,770US$2.11M0.39%
Chevron Corporation12,436US$2.06M0.38%
Nike, Inc.47,469US$1.95M0.36%
Brown Forman Inc56,539US$1.51M0.28%
Mcdonald's Corporation5,514US$1.49M0.27%
Nvidia Corporation7,221US$1.44M0.27%
Palo Alto Networks, Inc.4,232US$1.44M0.27%
The Hershey Company8,165US$1.43M0.26%
International Business Machines Corporation4,492US$1.26M0.23%
Sei Investments Company14,256US$1.25M0.23%
Danaher Corporation6,540US$1.25M0.23%
Booking Holdings Inc. Common Stock6,935US$1.24M0.23%
Caterpillar, Inc.1,151US$1.23M0.23%
Gsk Plc23,060US$1.21M0.22%
Merck & Company, Inc.9,275US$1.19M0.22%
Wells Fargo & Company13,619US$1.13M0.21%
Mastercard Incorporated2,146US$1.1M0.20%
Uber Technologies, Inc.14,802US$1.07M0.20%
Factset Research Systems Inc.4,548US$1.05M0.19%
Otis Worldwide Corporation13,478US$965K0.18%
Rtx Corporation4,933US$936K0.17%
Airbnb, Inc.5,977US$855K0.16%
Intuit Inc.3,164US$826K0.15%
S&p Global Inc.1,895US$772K0.14%
Automatic Data Processing, Inc.3,143US$704K0.13%
Alerus Financial Corporation21,900US$681K0.13%
Altria Group, Inc.9,188US$661K0.12%
Verizon Communications Inc.15,061US$638K0.12%
Marriott International1,719US$637K0.12%
General Dynamics Corporation1,722US$610K0.11%
Fortinet, Inc.3,619US$556K0.10%
Micron Technology, Inc.480US$554K0.10%
Qualcomm Incorporated2,944US$544K0.10%
Cognizant Technology Solutions Corporation13,174US$510K0.09%
Duke Energy Corporation (holding Company)3,914US$495K0.09%
Fedex Corporation1,419US$444K0.08%
Abbvie Inc.1,691US$426K0.08%
Eagle Bancorp, Inc.14,850US$422K0.08%
Capital One Financial Corporation2,092US$420K0.08%
Thermo Fisher Scientific Inc835US$419K0.08%
Pfizer, Inc.17,215US$415K0.08%
American Express Company1,186US$401K0.07%
Allstate Corporation (the)1,685US$401K0.07%
Mettler-toledo International, Inc.307US$392K0.07%
Atlantic Union Bankshares Corporation9,145US$387K0.07%
Unitedhealth Group Incorporated918US$382K0.07%
Generac Holdings Inc.1,256US$368K0.07%

Every holding of Lafayette Investments, Inc.

Source

View original at SEC

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