Lafayette Investments, Inc.
Top Portfolio Positions
140 positions ·
$406,727,038 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MKL |
Markel Group Inc.
Financial Services
|
19,901 | $38,091,905 | 9.37% |
| KLAC |
Kla Corp
Technology
|
17,017 | $25,056,000 | 6.16% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
88,022 | $17,449,481 | 4.29% |
| META |
Meta Platforms, Inc.
Communication Services
|
28,245 | $16,159,811 | 3.97% |
| AAPL |
Apple Inc.
Technology
|
57,744 | $14,654,849 | 3.60% |
| MSFT |
Microsoft Corp
Technology
|
36,807 | $13,624,847 | 3.35% |
| JNJ |
Johnson & Johnson
Healthcare
|
43,382 | $10,604,296 | 2.61% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
43,928 | $10,379,307 | 2.55% |
| B |
Barrick Mining Corp
Basic Materials
|
245,333 | $10,007,133 | 2.46% |
| NSC |
Norfolk Southern Corp
Industrials
|
31,895 | $9,153,865 | 2.25% |
Portfolio Trend
Holdings in FVCB
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,409 | 12,206 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $169,785 | 12,206 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $158,311 | 12,206 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $144,030 | 12,206 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $129,017 | 12,206 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $153,429 | 12,206 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $159,288 | 12,206 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $133,289 | 12,206 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $148,669 | 12,206 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $173,325 | 12,206 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $156,358 | 12,206 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $131,458 | 12,206 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $129,993 | 12,206 | Shares | Sole | 2023-04-20 | |
| 2022-03-31 | $162,099 | 9,765 | Shares | Sole | 2022-05-11 | |
| No quarters match your search. | ||||||