Lafayette Investments, Inc.

Position in AOS — Smith A O Corp

CIK 1308377 ASHTON, MD

Position in AOS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,693,196

-$350,660 QoQ

Shares Held

42,940

-7.0% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#179

of 610 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lafayette Investments, Inc. holds $9,936,273 across 5 Specialty Industrial Machinery names. AOS ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	5,054	$4,943,418
2	AOS	Smith A O Corp This page	42,940	$2,693,196
3	ETN	Eaton Corp plc	2,269	$966,866
4	OTIS	Otis Worldwide Corp	13,478	$965,024
5	GNRC	Generac Holdings Inc.	1,256	$367,769

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,693,196	42,940	-7.0%	Shares	Sole	2026-08-11
2026-03-31	$3,043,856	46,161	-3.8%	Shares	Sole	2026-04-27
2025-12-31	$3,209,638	47,991	-6.9%	Shares	Sole	2026-02-04
2025-09-30	$3,784,138	51,548	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$3,404,591	51,923	+0.8%	Shares	Sole	2025-07-30
2025-03-31	$3,368,327	51,535	+17.5%	Shares	Sole	2025-04-24
2024-12-31	$2,990,394	43,841	+4.4%	Shares	Sole	2025-02-13
2024-09-30	$3,771,063	41,980	+4.3%	Shares	Sole	2025-02-13
2024-06-30	$3,291,481	40,248	-0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,600,765	40,250	+3.4%	Shares	Sole	2024-05-09
2023-12-31	$3,208,812	38,923	+0.5%	Shares	Sole	2024-01-31
2023-09-30	$2,560,751	38,723	+0.7%	Shares	Sole	2023-10-27
2023-06-30	$2,799,409	38,464	+1.6%	Shares	Sole	2023-07-24
2023-03-31	$2,619,125	37,876	+16.0%	Shares	Sole	2023-04-20
2022-12-31	$1,869,114	32,654	+25.7%	Shares	Sole	2023-01-24
2022-09-30	$1,262,011	25,978	—	Shares	Sole	2022-10-28
No filing history on record for this holder in this stock.