Lafayette Investments, Inc.
Top Portfolio Positions
141 positions ·
$461,990,911 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
117,082 | $56,105,694 | 12.14% | |
| MKL |
Markel Group Inc.
Financial Services
|
19,901 | $38,091,905 | 8.25% | |
| KLAC |
Kla Corp
Technology
|
17,017 | $25,056,000 | 5.42% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
88,022 | $17,449,481 | 3.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,245 | $16,159,811 | 3.50% | |
| AAPL |
Apple Inc.
Technology
|
57,744 | $14,654,849 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
36,807 | $13,624,847 | 2.95% | |
| JNJ |
Johnson & Johnson
Healthcare
|
43,382 | $10,604,296 | 2.30% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
43,928 | $10,379,307 | 2.25% | |
| B |
Barrick Mining Corp
Basic Materials
|
245,333 | $10,007,133 | 2.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALRS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $519,249 | 21,900 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $493,188 | 21,900 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $445,014 | 20,100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $434,964 | 20,100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $371,046 | 20,100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $386,724 | 20,100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $459,888 | 20,100 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $394,161 | 20,100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $438,783 | 20,100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $450,039 | 20,100 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $365,418 | 20,100 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $361,398 | 20,100 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $322,605 | 20,100 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $469,335 | 20,100 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $444,210 | 20,100 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $478,581 | 20,100 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $555,564 | 20,100 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $588,528 | 20,100 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $600,588 | 20,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $583,101 | 20,100 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $598,578 | 20,100 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $550,137 | 20,100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $393,960 | 20,100 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $397,176 | 20,100 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $332,052 | 20,100 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||