Q2 2026 13F · SEC CIK 1308377

Lafayette Investments, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $542.4M
Reported positions: 162
Top holdings a year, 3 yrs: +15.4%
Assets under management: $942.8M

Lafayette Investments, Inc. is a wealth manager that reported 162 positions worth $542.4M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 10.9%), Kla Corp (KLAC, 8.1%), Markel Group Inc (MKL, 7.2%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Lafayette Investments, Inc. holdings largest 50 of 162 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lafayette Investments, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	10.9%	11.4%	118,489	+1.2%	$59.3M
KLACKla Corp	8.1%	5.1%	146,113	+758.6%	$44.1M
MKLMarkel Group Inc	7.2%	7.7%	19,924	+0.1%	$38.9M
GOOGAlphabet Inc	4.5%	4.1%	68,406	-2.2%	$24.2M
PGRProgressive Corp	3.6%	3.5%	88,602	+0.7%	$19.4M
METAMeta Platforms Inc	2.9%	3.3%	28,218	-0.1%	$15.9M
AAPLApple Inc	2.8%	3.0%	53,412	-7.5%	$15.5M
MSFTMicrosoft Corp	2.7%	2.8%	38,816	+5.5%	$14.5M
JNJJohnson & Johnson	2.0%	2.1%	42,382	-2.3%	$10.8M
NSCNorfolk Southn Corporation	1.8%	1.9%	31,883	-0.0%	$10.0M
LOWLowes Cos Inc	1.8%	2.1%	44,135	+0.5%	$9.7M
TROWPrice T Rowe Group Inc	1.8%	1.6%	84,377	-1.7%	$9.6M
PAYXPaychex Inc	1.7%	1.7%	92,781	+3.7%	$9.1M
BBarrick Mng Corp	1.6%	2.0%	241,470	-1.6%	$8.9M
SCHWCharles Schwab Corp (the)	1.6%	1.8%	95,470	+0.6%	$8.8M
AZOAutozone Inc	1.6%	1.8%	2,689	-0.6%	$8.6M
LLoews Corp	1.5%	1.6%	71,544	-0.5%	$8.1M
JEFJefferies Financial Group in	1.3%	1.1%	137,730	+0.1%	$6.9M
LMTLockheed Martin Corp	1.3%	1.7%	13,371	-1.2%	$6.8M
PEPPepsico Inc	1.1%	1.4%	45,908	-0.1%	$6.2M
PAYCPaycom Software Inc	1.1%	1.1%	48,733	+7.6%	$6.1M
AMZNAmazon Com Inc	1.1%	1.0%	24,747	+5.2%	$5.9M
XOMExxon Mobil Corp	1.0%	1.4%	40,047	-1.1%	$5.5M
MSGKMadison Square Grdn Sprt Corp Cl A	1.0%	0.9%	13,344	-0.1%	$5.4M
GPCGenuine Parts Co	1.0%	1.0%	45,326	-0.8%	$5.3M
SBUXStarbucks Corp	1.0%	1.1%	51,427	-11.2%	$5.3M
JPMJpmorgan Chase & Co	0.9%	0.9%	15,746	+0.5%	$5.2M
LIILennox Intl Inc	0.9%	0.8%	8,929	-0.5%	$5.1M
KOCoca Cola Co	0.9%	1.0%	62,738	-0.6%	$5.1M
PHParker-Hannifin Corp	0.9%	0.9%	5,054	-0.0%	$4.9M
GHCGraham Hldgs Co Com Cl B	0.9%	0.9%	4,244	-0.1%	$4.8M
ASMLAsml Hldg NV	0.9%	0.7%	2,387	-3.6%	$4.7M
COSTCostco Wholesale Corporation	0.8%	1.0%	4,792	-4.0%	$4.5M
TXNTexas Instrs Inc	0.7%	0.6%	13,078	-19.8%	$3.9M
ANETArista Networks Inc	0.7%	0.5%	21,444	-2.3%	$3.6M
NVONovo-Nordisk A S	0.7%	0.5%	73,499	+1.4%	$3.5M
GLWCorning Inc	0.6%	—	13,729	—	$3.5M
DISDisney Walt Co	0.6%	0.7%	34,699	+1.4%	$3.3M
ESABEsab Corporation	0.6%	0.7%	33,019	-0.9%	$3.3M
MRSHMarsh & Mclennan Cos	0.6%	0.7%	19,437	+1.0%	$3.2M
ALLEAllegion PLC	0.6%	0.7%	22,880	-3.0%	$3.2M
VVisa Inc	0.6%	0.6%	9,092	+0.3%	$3.1M
ZTSZoetis Inc	0.6%	—	42,105	—	$3.0M
ACNAccenture PLC Ireland	0.6%	0.7%	24,231	+49.7%	$3.0M
MHKMohawk Inds Inc	0.5%	—	23,953	—	$2.9M
PYPLPaypal Hldgs Inc	0.5%	0.6%	66,197	-2.3%	$2.9M
DEODiageo PLC	0.5%	0.6%	35,256	-3.9%	$2.8M
CHKPCheck Point Software Tech Lt	0.5%	0.6%	21,303	-0.5%	$2.8M
BACBank of Amer Corp	0.5%	0.5%	49,030	-2.2%	$2.8M
ADBEAdobe Inc	0.5%	0.7%	13,365	-0.8%	$2.7M

What Lafayette Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+758.6% shares
ACN Accenture PLC Ireland+49.7% shares
PAYC Paycom Software Inc+7.6% shares
MSFT Microsoft Corp+5.5% shares
AMZN Amazon Com Inc+5.2% shares

Reduced

TXN Texas Instrs Inc-19.8% shares
SBUX Starbucks Corp-11.2% shares
AAPL Apple Inc-7.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.4% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +9.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$542.4M	162
Q1 2026	$493.9M	158
Q4 2025	$529.1M	156
Q3 2025	$522.2M	156
Q2 2025	$494.8M	151
Q1 2025	$472.8M	146
Q4 2024	$466.6M	149
Q3 2024	$474.3M	146
Q2 2024	$439.8M	142
Q1 2024	$445.1M	141
Q4 2023	$402.4M	135
Q3 2023	$367.0M	128

Questions about Lafayette Investments, Inc.'s portfolio

What stocks does Lafayette Investments, Inc. own?

Lafayette Investments, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 162 positions worth $542.4M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 10.9%, Kla Corp (KLAC) at 8.1%, Markel Group Inc (MKL) at 7.2%, Alphabet Inc (GOOG) at 4.5% and Progressive Corp (PGR) at 3.6%.

What did Lafayette Investments, Inc. buy last quarter?

In Q2 2026, Lafayette Investments, Inc. added Kla Corp (KLAC) (+758.6% shares), Accenture PLC Ireland (ACN) (+49.7% shares) and Paycom Software Inc (PAYC) (+7.6% shares), compared with its Q1 2026 filing.

What did Lafayette Investments, Inc. sell last quarter?

In Q2 2026, Lafayette Investments, Inc. cut from its top 50 Smith A O Corp (AOS), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Hasbro Inc (HAS), Texas Instrs Inc (TXN) (-19.8% shares), Starbucks Corp (SBUX) (-11.2% shares) and Apple Inc (AAPL) (-7.5% shares), compared with its Q1 2026 filing.

How has Lafayette Investments, Inc.'s portfolio performed?

A portfolio copying Lafayette Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.4% against +20.1%. Over 5 years: +9.7% a year against +11.6%.

When is Lafayette Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Lafayette Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lafayette Investments, Inc. manage?

Lafayette Investments, Inc. reported $942.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $542.4M.