Lafayette Investments, Inc.
Top Portfolio Positions
131 positions ·
$411,940,350 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MKL |
Markel Group Inc.
|
20,393 | $43,837,810 | 10.64% |
| KLAC |
Kla Corp
|
18,975 | $23,056,143 | 5.60% |
| PGR |
Progressive Corp/Oh/
|
88,867 | $20,236,793 | 4.91% |
| META |
Meta Platforms, Inc.
|
28,860 | $19,050,197 | 4.62% |
| MSFT |
Microsoft Corp
|
36,579 | $17,690,335 | 4.29% |
| AAPL |
Apple Inc.
|
58,155 | $15,810,018 | 3.84% |
| B |
Barrick Mining Corp
|
328,535 | $14,307,699 | 3.47% |
| PAYX |
Paychex Inc
|
89,445 | $10,033,940 | 2.44% |
| NSC |
Norfolk Southern Corp
|
33,429 | $9,651,620 | 2.34% |
| SCHW |
Schwab Charles Corp
|
95,684 | $9,559,788 | 2.32% |
Portfolio Trend
Holdings in MSGS
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,488,929 | 13,489 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,058,598 | 13,474 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,846,943 | 13,625 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,756,456 | 14,156 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,208,266 | 14,216 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,087,662 | 14,826 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $2,864,655 | 15,227 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,862,274 | 15,512 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,527,320 | 19,399 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,534,638 | 20,049 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,809,704 | 20,259 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,970,848 | 20,379 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,798,414 | 20,719 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,862,480 | 20,946 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,189,422 | 21,122 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,869,153 | 21,572 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,769,767 | 21,699 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,090,342 | 21,997 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,848,138 | 22,299 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,319,243 | 24,068 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,819,185 | 26,177 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,043,999 | 26,874 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,218,827 | 28,721 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,318,975 | 28,642 | Shares | Sole | 2020-05-07 | |
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