Lafayette Investments, Inc.
Top Portfolio Positions
141 positions ·
$462,832,732 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 | 12.12% | |
| MKL |
Markel Group Inc.
Financial Services
|
19,901 | $38,091,905 | 8.23% | |
| KLAC |
Kla Corp
Technology
|
17,017 | $25,056,000 | 5.41% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
88,022 | $17,449,481 | 3.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,245 | $16,159,811 | 3.49% | |
| AAPL |
Apple Inc.
Technology
|
57,744 | $14,654,849 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
36,807 | $13,624,847 | 2.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
43,382 | $10,604,296 | 2.29% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
43,928 | $10,379,307 | 2.24% | |
| B |
Barrick Mining Corp
Basic Materials
|
245,333 | $10,007,133 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VTS
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,585 | 16,497 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $337,300 | 17,513 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $410,079 | 17,653 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $405,241 | 18,345 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $456,783 | 18,576 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $477,350 | 19,094 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $462,625 | 19,260 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $458,263 | 19,336 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $460,978 | 19,426 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $451,940 | 20,646 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $492,753 | 21,527 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $501,132 | 22,372 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $430,458 | 22,620 | Shares | Sole | 2023-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||