Lafayette Investments, Inc.
•CIK: 1308377•Filing: Q4 2025
**Lafayette Investments, Inc.** manages $529M across a diversified portfolio of 156 positions. The fund exhibits a notable concentration in high-quality, established names, with its top holdings including BRK/B at $59.7M and MKL at $43.8M. Significant allocations are also maintained in technology leaders such as GOOG ($22.4M), META ($19.1M), and MSFT ($17.7M). This structure suggests a value-oriented approach targeting resilient, market-leading enterprises.
Total AUM
$529.1M
QoQ Performance
+1.3%
Positions
149
Top 10 Concentration
46.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
MKL
BRK/B11.3%
MKL8.3%
KLAC4.4%
GOOG4.2%
PGR3.8%
META3.6%
MSFT3.3%
AAPL3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.4%
Financial18.1%
Technology17.4%
Consumer7.0%
Healthcare2.7%
Consumer Staples2.2%
Industrial1.8%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW7 new positions
↑49 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023