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Lafayette Investments, Inc. - Portfolio Stock Holdings

Lafayette Investments, Inc. disclosed 164 stock positions in a recent SEC 13F filing. $535,376,698 of stock holdings were filed, with the largest holdings including BRK.B, KLAC, and MKL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $942,844,376 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

164

Est. Stock Holding Value:

$535,376,698

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lafayette Investments, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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