Lafayette Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Lafayette Investments, Inc. disclosed 160 stock positions valued at approximately $542.44M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, KLA CORP, and MARKEL GROUP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 160
- Portfolio Value
- $542.44M
Holdings by Sector
Lafayette Investments, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 10.93% | 118,489 | +1,407 | +1.20% | $59,290,711 |
| KLA CORP | KLAC | Technology | 8.13% | 146,113 | +129,096 | +758.63% | $44,083,654 |
| MARKEL GROUP INC | MKL | Financial Services | 7.17% | 19,924 | +23 | +0.12% | $38,911,772 |
| ALPHABET INC | GOOG | Communication Services | 4.46% | 68,406 | -1,571 | -2.25% | $24,169,968 |
| PROGRESSIVE CORP | PGR | Financial Services | 3.57% | 88,602 | +580 | +0.66% | $19,355,025 |
| META PLATFORMS INC | META | Communication Services | 2.93% | 28,218 | -27 | -0.10% | $15,894,690 |
| APPLE INC | AAPL | Technology | 2.85% | 53,412 | -4,332 | -7.50% | $15,455,207 |
| MICROSOFT CORP | MSFT | Technology | 2.67% | 38,816 | +2,009 | +5.46% | $14,479,116 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.98% | 42,382 | -1,000 | -2.31% | $10,763,833 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 1.85% | 31,883 | -12 | -0.04% | $10,030,180 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.79% | 44,135 | +207 | +0.47% | $9,731,423 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1.77% | 84,377 | -1,433 | -1.67% | $9,592,863 |
| PAYCHEX INC | PAYX | Technology | 1.68% | 92,781 | +3,277 | +3.66% | $9,123,120 |
| BARRICK MNG CORP | B | Other | 1.64% | 241,470 | -3,863 | -1.57% | $8,869,194 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.62% | 95,470 | +610 | +0.64% | $8,808,981 |
| AUTOZONE INC | AZO | Consumer Cyclical | 1.58% | 2,689 | -15 | -0.55% | $8,593,883 |
| LOEWS CORP | L | Financial Services | 1.49% | 71,544 | -336 | -0.47% | $8,099,497 |
| JEFFERIES FINANCIAL GROUP IN | JEF | Financial Services | 1.27% | 137,730 | +122 | +0.09% | $6,883,761 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.26% | 13,371 | -157 | -1.16% | $6,812,184 |
| PEPSICO INC | PEP | Consumer Defensive | 1.15% | 45,908 | -51 | -0.11% | $6,215,877 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 1.13% | 48,733 | +3,425 | +7.56% | $6,124,794 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.09% | 24,747 | +1,220 | +5.19% | $5,898,200 |
| EXXON MOBIL CORP | XOM | Energy | 1.01% | 40,047 | -442 | -1.09% | $5,475,241 |
| MADISON SQUARE GRDN SPRT COR | MSGS | Communication Services | 0.99% | 13,344 | -10 | -0.07% | $5,362,247 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 0.99% | 45,326 | -386 | -0.84% | $5,347,607 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.97% | 51,427 | -6,477 | -11.19% | $5,255,316 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.95% | 15,746 | +86 | +0.55% | $5,154,052 |
| LENNOX INTL INC | LII | Industrials | 0.94% | 8,929 | -48 | -0.53% | $5,115,871 |
| COCA COLA CO | KO | Consumer Defensive | 0.94% | 62,738 | -353 | -0.56% | $5,098,740 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.91% | 5,054 | -1 | -0.02% | $4,943,677 |
Showing 30 of 160 holdings in the latest reporting period.