Latest Lafayette Investments, Inc. Stock Portfolio

Lafayette Investments, Inc. Performance:

2025 Q3: 4.31%YTD: 8.49%2024: 15.35%

Performance for 2025 Q3 is 4.31%, and YTD is 8.49%, and 2024 is 15.35%.

About Lafayette Investments, Inc. and 13F Hedge Fund Stock Holdings

Lafayette Investments, Inc. is a hedge fund based in ASHTON, MD. On 04-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $715.6 Millions. In it's latest 13F Holdings report, Lafayette Investments, Inc. reported an equity portfolio of $522.2 Millions as of 30 Sep, 2025.

The top stock holdings of Lafayette Investments, Inc. are , MKL, PGR. The fund has invested 11.3% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 7.4% of portfolio in MARKEL GROUP INC.

The fund managers got completely rid off INTEL CORP (INTC) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in CORNING INC (GLW), PROCTER AND GAMBLE CO (PG) and ULTA BEAUTY INC (ULTA). Lafayette Investments, Inc. opened new stock positions in SALESFORCE INC (CRM), GENERAL MTRS CO (GM) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to FACTSET RESH SYS INC (FDS), AIRBNB INC (ABNB) and ASML HOLDING N V.

Lafayette Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Lafayette Investments, Inc. made a return of 4.31% in the last quarter. In trailing 12 months, it's portfolio return was 8.61%.

New Buys

Ticker	$ Bought
salesforce inc	393,657
general mtrs co	244,307
palantir technologies inc	241,707
msci inc	226,964
dominion energy inc	200,699
carlyle group inc	200,640
fortinet inc	200,363

New stocks bought by Lafayette Investments, Inc.

Additions

Ticker	% Inc.
factset resh sys inc	255
airbnb inc	68.04
asml holding n v	63.27
novo-nordisk a s	44.17
palo alto networks inc	30.25
otis worldwide corp	27.72
vanguard whitehall fds	23.21
abbott labs	19.45

Additions to existing portfolio by Lafayette Investments, Inc.

Reductions

Ticker	% Reduced
corning inc	-37.5
procter and gamble co	-35.28
ulta beauty inc	-33.27
fiserv inc	-31.69
abbvie inc	-9.34
autozone inc	-9.1
waters corp	-7.38
alphabet inc	-7.33

Lafayette Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
intel corp	-481,522
eli lilly & co	-229,962

Lafayette Investments, Inc. got rid off the above stocks

Sector Distribution

Lafayette Investments, Inc. has about 23.7% of it's holdings in Financial Services sector.

Sector	%
Financial Services	23.7
Others	18.6
Technology	17
Industrials	11.3
Consumer Cyclical	10.6
Communication Services	9.2
Consumer Defensive	4.7
Healthcare	3.1
Energy	1.4

Market Cap. Distribution

Lafayette Investments, Inc. has about 75.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	50
MEGA-CAP	25.6
UNALLOCATED	18.6
MID-CAP	5.7

Stocks belong to which Index?

About 69.3% of the stocks held by Lafayette Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.1
Others	30.7
RUSSELL 2000	1.2

Top 5 Winners (%)		%
LCTX	lineage cell therapeutics in	86.2 %
GLW	corning inc	56.0 %
ANET	arista networks inc	42.4 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.8 M
KLAC	kla corp	3.7 M
AAPL	apple inc	2.9 M
GLW	corning inc	1.9 M
AZO	autozone inc	1.8 M

Top 5 Losers (%)		%
WHR	whirlpool corp	-22.5 %
LULU	lululemon athletica inc	-22.3 %
ACN	accenture plc ireland	-16.5 %
WAT	waters corp	-14.1 %
CTSH	cognizant technology solutio	-14.0 %

Top 5 Losers ($)		$
PGR	progressive corp	-1.8 M
MKL	markel group inc	-1.7 M
PAYX	paychex inc	-1.6 M
ACN	accenture plc ireland	-0.8 M
PAYC	paycom software inc	-0.7 M

Lafayette Investments, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lafayette Investments, Inc.

Lafayette Investments, Inc. has 156 stocks in it's portfolio. About 45.5% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Lafayette Investments, Inc. last quarter.

Last Reported on: 06 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.84	58,295	14,843,800	reduced	-0.07

ABBV	abbvie inc	0.09	1,941	449,420	reduced	-9.34

ABNB	airbnb inc	0.09	3,885	471,717	added	68.04

ABT	abbott labs	0.08	3,071	411,330	added	19.45

ACN	accenture plc ireland	0.73	15,480	3,817,370	added	7.13

ADBE	adobe inc	0.40	5,894	2,079,110	added	12.7

ADP	automatic data processing in	0.21	3,816	1,120,000	added	0.71

ALL	allstate corp	0.07	1,685	361,686	unchanged	0.00

ALLE	allegion plc	0.97	28,650	5,081,080	reduced	-2.84

ALRS	alerus finl corp	0.09	20,100	445,014	unchanged	0.00

AMZN	amazon com inc	0.86	20,462	4,492,840	added	2.7

ANET	arista networks inc	0.83	29,752	4,335,160	unchanged	0.00

AON	aon plc	0.45	6,645	2,369,480	added	0.18

AOS	smith a o corp	0.72	51,548	3,784,140	reduced	-0.72

AUB	atlantic un bankshares corp	0.05	7,095	250,383	unchanged	0.00

AVB	avalonbay cmntys inc	0.05	1,350	260,780	unchanged	0.00

AVGO	broadcom inc	0.38	5,974	1,970,880	reduced	-0.93

AXON	axon enterprise inc	0.07	500	358,820	unchanged	0.00

AXP	american express co	0.07	1,044	346,776	reduced	-3.42

AZO	autozone inc	2.36	2,868	12,304,400	reduced	-9.1