Lafayette Investments, Inc.

13F filer · CIK 0001308377

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$542MU.S. long equity reported on 13F

Positions1495 new · 4 closed

Net flow last quarter-$6.76MBuys minus sells

Top 10 positions weight46.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026149 positions
BRK.BBerkshire Hathaway Inc	$59.3M	10.93%	Not reported	+1.2%	Q2 2013
KLACKla Corp	$44.1M	8.13%	0.01%	-14.1%	Q2 2020
MKLMarkel Group Inc.	$38.9M	7.17%	0.16%	+0.1%	Q2 2013
GOOGAlphabet Inc.	$24.2M	4.46%	Not reported	-2.3%	Q2 2018
PGRProgressive Corp	$19.4M	3.57%	0.02%	+0.7%	Q2 2013
METAMeta Platforms, Inc.	$15.9M	2.93%	Not reported	-0.1%	Q2 2018
AAPLApple Inc.	$15.5M	2.85%	0.00%	-7.5%	Q4 2017
MSFTMicrosoft Corp	$14.5M	2.67%	0.00%	+5.5%	Q2 2013
JNJJohnson & Johnson	$10.8M	1.98%	0.00%	-2.3%	Q2 2013
NSCNorfolk Southern Corp	$10M	1.85%	0.01%	0.0%	Q2 2013
LOWLowes Companies Inc	$9.73M	1.79%	0.01%	+0.5%	Q4 2017
TROWPrice T Rowe Group Inc	$9.59M	1.77%	0.04%	-1.7%	Q3 2015
PAYXPaychex Inc	$9.12M	1.68%	0.03%	+3.7%	Q2 2013
BBarrick Mining Corp	$8.87M	1.64%	0.01%	-1.6%	Q2 2025
SCHWSchwab Charles Corp	$8.81M	1.62%	0.01%	+0.6%	Q3 2020
AZOAutozone Inc	$8.59M	1.58%	0.02%	-0.6%	Q4 2019
LLoews Corp	$8.1M	1.49%	0.03%	-0.5%	Q2 2013
JEFJefferies Financial Group Inc.	$6.88M	1.27%	0.07%	+0.1%	Q2 2018
LMTLockheed Martin Corp	$6.81M	1.26%	0.01%	-1.2%	Q1 2019
PEPPepsico Inc	$6.22M	1.15%	0.00%	-0.1%	Q2 2013
PAYCPaycom Software, Inc.	$6.12M	1.13%	0.11%	+7.6%	Q2 2024
AMZNAmazon Com Inc	$5.9M	1.09%	0.00%	+5.2%	Q2 2017
XOMExxonMobil Holdings Corp	$5.48M	1.01%	0.00%	-1.1%	Q2 2013
MSGSMadison Square Garden Sports Corp.	$5.36M	0.99%	0.05%	-0.1%	Q4 2016
GPCGenuine Parts Co	$5.35M	0.99%	0.03%	-0.8%	Q2 2013
SBUXStarbucks Corp	$5.26M	0.97%	0.00%	-11.2%	Q2 2018
JPMJPMorgan Chase & Co	$5.15M	0.95%	0.00%	+0.6%	Q2 2013
LIILennox International Inc	$5.12M	0.94%	0.03%	-0.5%	Q1 2022
KOCoca Cola Co	$5.1M	0.94%	0.00%	-0.6%	Q2 2013
PHParker-Hannifin Corp	$4.94M	0.91%	0.00%	0.0%	Q4 2018
GHCGraham Holdings Co	$4.84M	0.89%	Not reported	-0.1%	Q4 2013
ASMLAsml Holding NV	$4.75M	0.88%	0.00%	-3.6%	Q3 2023
COSTCostco Wholesale Corp	$4.48M	0.83%	0.00%	-4.0%	Q2 2013
TXNTexas Instruments Inc	$3.9M	0.72%	0.00%	-19.8%	Q3 2022
ANETArista Networks, Inc.	$3.64M	0.67%	0.00%	-2.3%	Q2 2020
NVONovo Nordisk A S	$3.52M	0.65%	Not reported	+1.4%	Q2 2021
GLWCorning Inc	$3.51M	0.65%	0.00%	-19.7%	Q2 2013
DISWalt Disney Co	$3.34M	0.62%	0.00%	+1.4%	Q2 2013
ESABESAB Corp	$3.26M	0.60%	0.05%	-0.9%	Q2 2022
MRSHMarsh & Mclennan Companies, Inc.	$3.24M	0.60%	0.00%	+1.0%	Q2 2013
ALLEAllegion plc	$3.21M	0.59%	0.03%	-3.0%	Q3 2020
VVisa Inc.	$3.12M	0.58%	0.00%	+0.3%	Q2 2021
ZTSZoetis Inc.	$3.03M	0.56%	0.01%	+618.3%	Q4 2023
ACNAccenture plc	$3.02M	0.56%	0.00%	+49.7%	Q1 2020
MHKMohawk Industries Inc	$2.91M	0.54%	0.04%	+1.4%	Q2 2013
PYPLPayPal Holdings, Inc.	$2.86M	0.53%	0.01%	-2.3%	Q4 2020
DEODiageo PLC	$2.83M	0.52%	0.00%	-3.9%	Q2 2016
CHKPCheck Point Software Technologies Ltd	$2.8M	0.52%	0.02%	-0.5%	Q2 2020
BACBank of America Corp	$2.79M	0.52%	0.00%	-2.2%	Q2 2013
ADBEAdobe Inc.	$2.74M	0.51%	0.00%	-0.8%	Q2 2023

Q1 2026Reported Apr 27, 2026146 positions
BRK.BBerkshire Hathaway Inc	$56.1M	11.36%	Not reported	-1.5%	Q2 2013
MKLMarkel Group Inc.	$38.1M	7.71%	0.16%	-2.4%	Q2 2013
KLACKla Corp	$25.1M	5.07%	0.01%	-10.3%	Q2 2020
GOOGAlphabet Inc.	$20.1M	4.06%	Not reported	-1.9%	Q2 2018
PGRProgressive Corp	$17.4M	3.53%	0.02%	-1.0%	Q2 2013
METAMeta Platforms, Inc.	$16.2M	3.27%	Not reported	-2.1%	Q2 2018
AAPLApple Inc.	$14.7M	2.97%	0.00%	-0.7%	Q4 2017
MSFTMicrosoft Corp	$13.6M	2.76%	0.00%	+0.6%	Q2 2013
JNJJohnson & Johnson	$10.6M	2.15%	0.00%	-2.9%	Q2 2013
LOWLowes Companies Inc	$10.4M	2.10%	0.01%	-0.2%	Q4 2017
BBarrick Mining Corp	$10M	2.03%	0.01%	-25.3%	Q2 2025
NSCNorfolk Southern Corp	$9.15M	1.85%	0.01%	-4.6%	Q2 2013
AZOAutozone Inc	$9.13M	1.85%	0.02%	-1.3%	Q4 2019
SCHWSchwab Charles Corp	$8.91M	1.81%	0.01%	-0.9%	Q3 2020
PAYXPaychex Inc	$8.25M	1.67%	0.03%	+0.1%	Q2 2013
LMTLockheed Martin Corp	$8.18M	1.66%	0.01%	-0.4%	Q1 2019
TROWPrice T Rowe Group Inc	$7.73M	1.57%	0.04%	+0.7%	Q3 2015
LLoews Corp	$7.67M	1.55%	0.03%	-1.4%	Q2 2013
PEPPepsico Inc	$7.14M	1.45%	0.00%	-2.1%	Q2 2013
XOMExxonMobil Holdings Corp	$6.87M	1.39%	0.00%	-1.5%	Q2 2013
JEFJefferies Financial Group Inc.	$5.68M	1.15%	0.07%	0.0%	Q2 2018
PAYCPaycom Software, Inc.	$5.51M	1.12%	0.10%	+38.4%	Q2 2024
SBUXStarbucks Corp	$5.19M	1.05%	0.01%	-9.3%	Q2 2018
COSTCostco Wholesale Corp	$4.97M	1.01%	0.00%	+2.0%	Q2 2013
AMZNAmazon Com Inc	$4.9M	0.99%	0.00%	+4.0%	Q2 2017
GPCGenuine Parts Co	$4.83M	0.98%	0.03%	-1.1%	Q2 2013
KOCoca Cola Co	$4.8M	0.97%	0.00%	-0.8%	Q2 2013
JPMJPMorgan Chase & Co	$4.61M	0.93%	0.00%	-1.4%	Q2 2013
PHParker-Hannifin Corp	$4.53M	0.92%	0.00%	-9.2%	Q4 2018
GHCGraham Holdings Co	$4.49M	0.91%	Not reported	-0.9%	Q4 2013
MSGSMadison Square Garden Sports Corp.	$4.29M	0.87%	0.05%	-1.0%	Q4 2016
LIILennox International Inc	$4.17M	0.84%	0.03%	-2.9%	Q1 2022
ALLEAllegion plc	$3.43M	0.69%	0.03%	-2.0%	Q3 2020
MRSHMarsh & Mclennan Companies, Inc.	$3.34M	0.68%	0.00%	-0.5%	Q2 2013
DISWalt Disney Co	$3.3M	0.67%	0.00%	-1.6%	Q2 2013
ADBEAdobe Inc.	$3.27M	0.66%	0.00%	+107.9%	Q2 2023
ASMLAsml Holding NV	$3.27M	0.66%	0.00%	Not reported	Q3 2023
ESABESAB Corp	$3.22M	0.65%	0.05%	-2.7%	Q2 2022
ACNAccenture plc	$3.21M	0.65%	0.00%	+2.2%	Q1 2020
TXNTexas Instruments Inc	$3.17M	0.64%	0.00%	-4.1%	Q3 2022
PYPLPayPal Holdings, Inc.	$3.06M	0.62%	0.01%	+4.9%	Q4 2020
CHKPCheck Point Software Technologies Ltd	$3.06M	0.62%	0.02%	-3.3%	Q2 2020
AOSSmith A O Corp	$3.04M	0.62%	0.03%	-3.8%	Q3 2022
VVisa Inc.	$2.74M	0.55%	0.00%	+4.4%	Q2 2021
DEODiageo PLC	$2.73M	0.55%	0.00%	+0.4%	Q2 2016
ANETArista Networks, Inc.	$2.69M	0.55%	0.00%	-17.6%	Q2 2020
NVONovo Nordisk A S	$2.66M	0.54%	Not reported	+4.8%	Q2 2021
CVXChevron Corp	$2.53M	0.51%	0.00%	-3.5%	Q2 2013
HASHasbro, Inc.	$2.45M	0.50%	0.02%	-1.6%	Q2 2013
BACBank of America Corp	$2.44M	0.49%	0.00%	-0.6%	Q2 2013

Q4 2025Reported Feb 4, 2026145 positions
BRK.BBerkshire Hathaway Inc	$59.7M	11.29%	Not reported	+0.8%	Q2 2013
MKLMarkel Group Inc.	$43.8M	8.29%	0.16%	+1.1%	Q2 2013
KLACKla Corp	$23.1M	4.36%	0.01%	-5.7%	Q2 2020
GOOGAlphabet Inc.	$22.4M	4.23%	Not reported	-2.7%	Q2 2018
PGRProgressive Corp	$20.2M	3.82%	0.02%	+0.2%	Q2 2013
METAMeta Platforms, Inc.	$19.1M	3.60%	Not reported	+1.2%	Q2 2018
MSFTMicrosoft Corp	$17.7M	3.34%	0.00%	+0.4%	Q2 2013
AAPLApple Inc.	$15.8M	2.99%	0.00%	-0.2%	Q4 2017
BBarrick Mining Corp	$14.3M	2.70%	0.02%	-0.5%	Q2 2025
LOWLowes Companies Inc	$10.6M	2.01%	0.01%	-2.5%	Q4 2017
PAYXPaychex Inc	$10M	1.90%	0.02%	+0.6%	Q2 2013
NSCNorfolk Southern Corp	$9.65M	1.82%	0.01%	-0.1%	Q2 2013
SCHWSchwab Charles Corp	$9.56M	1.81%	0.01%	-0.3%	Q3 2020
AZOAutozone Inc	$9.29M	1.76%	0.02%	-4.5%	Q4 2019
JNJJohnson & Johnson	$9.25M	1.75%	0.00%	-0.9%	Q2 2013
TROWPrice T Rowe Group Inc	$8.72M	1.65%	0.04%	-0.8%	Q3 2015
JEFJefferies Financial Group Inc.	$8.53M	1.61%	0.07%	-0.3%	Q2 2018
LLoews Corp	$7.68M	1.45%	0.04%	-0.6%	Q2 2013
PEPPepsico Inc	$6.74M	1.27%	0.00%	-2.6%	Q2 2013
LMTLockheed Martin Corp	$6.57M	1.24%	0.01%	-0.5%	Q1 2019
GPCGenuine Parts Co	$5.68M	1.07%	0.03%	-2.4%	Q2 2013
SBUXStarbucks Corp	$5.38M	1.02%	0.01%	-0.5%	Q2 2018
AMZNAmazon Com Inc	$5.22M	0.99%	0.00%	+10.6%	Q2 2017
PAYCPaycom Software, Inc.	$5.22M	0.99%	0.06%	+10.5%	Q2 2024
JPMJPMorgan Chase & Co	$5.12M	0.97%	0.00%	-0.8%	Q2 2013
XOMExxonMobil Holdings Corp	$4.95M	0.93%	0.00%	-0.6%	Q2 2013
PHParker-Hannifin Corp	$4.89M	0.92%	0.00%	-10.2%	Q4 2018
GHCGraham Holdings Co	$4.71M	0.89%	Not reported	-1.3%	Q4 2013
LIILennox International Inc	$4.49M	0.85%	0.03%	-1.3%	Q1 2022
KOCoca Cola Co	$4.45M	0.84%	0.00%	0.0%	Q2 2013
ACNAccenture plc	$4.25M	0.80%	0.00%	+2.3%	Q1 2020
COSTCostco Wholesale Corp	$4.22M	0.80%	0.00%	-19.4%	Q2 2013
CHKPCheck Point Software Technologies Ltd	$4.11M	0.78%	0.02%	-0.3%	Q2 2020
DISWalt Disney Co	$3.95M	0.75%	0.00%	-0.6%	Q2 2013
ALLEAllegion plc	$3.84M	0.72%	0.03%	-15.9%	Q3 2020
ESABESAB Corp	$3.83M	0.72%	0.06%	+0.5%	Q2 2022
PYPLPayPal Holdings, Inc.	$3.77M	0.71%	0.01%	+2.1%	Q4 2020
MRSHMarsh & Mclennan Companies, Inc.	$3.59M	0.68%	0.00%	-0.7%	Q2 2013
NVONovo Nordisk A S	$3.52M	0.66%	Not reported	+0.4%	Q2 2021
MSGSMadison Square Garden Sports Corp.	$3.49M	0.66%	0.05%	+0.1%	Q4 2016
ANETArista Networks, Inc.	$3.49M	0.66%	0.00%	-10.5%	Q2 2020
GLWCorning Inc	$3.32M	0.63%	0.00%	-7.1%	Q2 2013
AOSSmith A O Corp	$3.21M	0.61%	0.03%	-6.9%	Q3 2022
DEODiageo PLC	$3.15M	0.60%	0.00%	-35.2%	Q2 2016
VVisa Inc.	$3.05M	0.58%	0.00%	+0.8%	Q2 2021
TXNTexas Instruments Inc	$2.95M	0.56%	0.00%	-2.9%	Q3 2022
BACBank of America Corp	$2.77M	0.52%	0.00%	-7.1%	Q2 2013
NKENIKE, Inc.	$2.77M	0.52%	0.00%	-5.0%	Q1 2020
CMGChipotle Mexican Grill Inc	$2.75M	0.52%	0.01%	New	Q4 2025
MHKMohawk Industries Inc	$2.71M	0.51%	0.04%	-1.3%	Q2 2013

Q3 2025Reported Nov 6, 2025147 positions
BRK.BBerkshire Hathaway Inc	$59.3M	11.35%	Not reported	-0.1%	Q2 2013
MKLMarkel Group Inc.	$38.6M	7.38%	0.16%	-0.1%	Q2 2013
PGRProgressive Corp	$21.9M	4.20%	0.02%	-0.5%	Q2 2013
KLACKla Corp	$21.7M	4.15%	0.02%	+0.4%	Q2 2020
METAMeta Platforms, Inc.	$20.9M	4.01%	Not reported	+1.3%	Q2 2018
MSFTMicrosoft Corp	$18.9M	3.61%	0.00%	+1.0%	Q2 2013
GOOGAlphabet Inc.	$17.9M	3.42%	Not reported	+0.1%	Q2 2018
AAPLApple Inc.	$14.8M	2.84%	0.00%	-0.1%	Q4 2017
AZOAutozone Inc	$12.3M	2.36%	0.02%	-9.1%	Q4 2019
LOWLowes Companies Inc	$11.3M	2.17%	0.01%	-0.6%	Q4 2017
PAYXPaychex Inc	$11.3M	2.16%	0.02%	+1.0%	Q2 2013
BBarrick Mining Corp	$10.8M	2.07%	0.02%	-0.1%	Q2 2025
NSCNorfolk Southern Corp	$10.1M	1.93%	0.01%	-0.2%	Q2 2013
SCHWSchwab Charles Corp	$9.16M	1.75%	0.01%	-0.9%	Q3 2020
JEFJefferies Financial Group Inc.	$9.03M	1.73%	0.07%	-0.6%	Q2 2018
TROWPrice T Rowe Group Inc	$8.82M	1.69%	0.04%	-0.3%	Q3 2015
JNJJohnson & Johnson	$8.36M	1.60%	0.00%	-5.5%	Q2 2013
LLoews Corp	$7.36M	1.41%	0.04%	-0.1%	Q2 2013
LMTLockheed Martin Corp	$6.82M	1.31%	0.01%	-2.0%	Q1 2019
PEPPepsico Inc	$6.77M	1.30%	0.00%	-0.9%	Q2 2013
GPCGenuine Parts Co	$6.56M	1.26%	0.03%	-0.3%	Q2 2013
PAYCPaycom Software, Inc.	$6.17M	1.18%	0.05%	+2.7%	Q2 2024
COSTCostco Wholesale Corp	$5.62M	1.08%	0.00%	+3.4%	Q2 2013
SBUXStarbucks Corp	$5.43M	1.04%	0.01%	-1.1%	Q2 2018
DEODiageo PLC	$5.38M	1.03%	0.00%	-1.0%	Q2 2016
GHCGraham Holdings Co	$5.12M	0.98%	Not reported	-0.1%	Q4 2013
ALLEAllegion plc	$5.08M	0.97%	0.03%	-2.8%	Q3 2020
JPMJPMorgan Chase & Co	$5.05M	0.97%	0.00%	-0.2%	Q2 2013
LIILennox International Inc	$4.96M	0.95%	0.03%	-0.2%	Q1 2022
PHParker-Hannifin Corp	$4.7M	0.90%	0.00%	-0.2%	Q4 2018
XOMExxonMobil Holdings Corp	$4.66M	0.89%	0.00%	-0.5%	Q2 2013
CHKPCheck Point Software Technologies Ltd	$4.59M	0.88%	0.02%	-1.5%	Q2 2020
AMZNAmazon Com Inc	$4.49M	0.86%	0.00%	+2.7%	Q2 2017
ANETArista Networks, Inc.	$4.34M	0.83%	0.00%	Not reported	Q2 2020
PYPLPayPal Holdings, Inc.	$4.24M	0.81%	0.01%	+4.9%	Q4 2020
KOCoca Cola Co	$4.22M	0.81%	0.00%	-1.4%	Q2 2013
DISWalt Disney Co	$4M	0.77%	0.00%	Not reported	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$3.92M	0.75%	0.00%	-0.8%	Q2 2013
NVONovo Nordisk A S	$3.82M	0.73%	Not reported	+44.2%	Q2 2021
ACNAccenture plc	$3.82M	0.73%	0.00%	+7.1%	Q1 2020
ESABESAB Corp	$3.81M	0.73%	0.06%	-0.5%	Q2 2022
AOSSmith A O Corp	$3.78M	0.72%	0.03%	-0.7%	Q3 2022
GLWCorning Inc	$3.35M	0.64%	0.00%	-37.5%	Q2 2013
MHKMohawk Industries Inc	$3.24M	0.62%	0.04%	-0.3%	Q2 2013
TXNTexas Instruments Inc	$3.21M	0.62%	0.00%	-1.2%	Q3 2022
NKENIKE, Inc.	$3.18M	0.61%	0.00%	+1.2%	Q1 2020
MSGSMadison Square Garden Sports Corp.	$3.06M	0.59%	0.05%	-1.1%	Q4 2016
VVisa Inc.	$2.94M	0.56%	0.00%	+5.3%	Q2 2021
BACBank of America Corp	$2.8M	0.54%	0.00%	+0.1%	Q2 2013
AONAon plc	$2.37M	0.45%	0.00%	+0.2%	Q4 2020

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