Latest Lafayette Investments, Inc. Stock Portfolio

Lafayette Investments, Inc. Performance:

2026 Q1: -4.91%YTD: -4.91%2025: 11.74%

Performance for 2026 Q1 is -4.91%, and YTD is -4.91%, and 2025 is 11.74%.

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

Lafayette Investments, Inc. is a hedge fund based in Ashton, MD. On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lafayette Investments, Inc. reported an equity portfolio of $467.1 Millions as of 31 Mar, 2026.

The top stock holdings of Lafayette Investments, Inc. are , MKL, KLAC. The fund has invested 12% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.2% of portfolio in MARKEL GROUP INC.

They significantly reduced their stock positions in CORNING INC (GLW), FRANCO NEV CORP (FNV) and BARRICK MNG CORP. Lafayette Investments, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), KRAFT HEINZ CO (KHC) and GENERAC HLDGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to INTUIT (INTU), ADOBE INC (ADBE) and S&P GLOBAL INC (SPGI).

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

Our best estimate is that Lafayette Investments, Inc. made a return of -4.91% in the last quarter. In trailing 12 months, it's portfolio return was 4.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
schwab strategic tr	609,728
kraft heinz co	281,868
generac hldgs inc	253,929
american elec pwr co inc	216,282
micron technology inc	211,150
enterprise prods partners l	208,120
dominion energy inc	202,832
mercadolibre inc	200,567

New stocks bought by Lafayette Investments, Inc.

Additions

Ticker	% Inc.
intuit	238
adobe inc	107
s&p global inc	62.6
paycom software inc	38.37
american express co	23.41
netflix inc.	15.15
vanguard index fds	12.67
invesco exchange traded fd t	12.58

Additions to existing portfolio by Lafayette Investments, Inc.

Reductions

Ticker	% Reduced
corning inc	-54.84
franco nev corp	-35.87
barrick mng corp	-25.33
kinder morgan inc del	-22.27
marriott intl inc new	-21.8
simon ppty group inc new	-20.29
arista networks inc	-17.56
danaher corp del	-13.59

Lafayette Investments, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Lafayette Investments, Inc.

Sector Distribution

Lafayette Investments, Inc. has about 22.8% of it's holdings in Financial Services sector.

Sector	%
Financial Services	22.8
Others	18.4
Technology	17
Consumer Cyclical	10.4
Industrials	10.1
Communication Services	9.8
Consumer Defensive	5.3
Healthcare	3.6
Energy	2.3

Market Cap. Distribution

Lafayette Investments, Inc. has about 76.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.4
MEGA-CAP	28.2
UNALLOCATED	18.4
MID-CAP	4.8

Stocks belong to which Index?

About 69.2% of the stocks held by Lafayette Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	67.9
Others	30.8
RUSSELL 2000	1.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.7 %
GLW	corning inc	40.1 %
CVX	chevron corporation	35.1 %
SLB	slb limited	33.9 %
SHEL	shell plc	26.6 %

Top 5 Winners ($)		$
KLAC	kla corp	4.6 M
XOM	exxon mobil corp	2.0 M
JNJ	johnson & johnson	1.7 M
LMT	lockheed martin corp	1.6 M
GLW	corning inc	1.3 M

Top 5 Losers (%)		%
RANI	rani therapeutics hldgs inc	-45.6 %
JEF	jefferies financial group in	-33.4 %
NVO	novo-nordisk a s	-27.3 %
LULU	lululemon athletica inc	-26.1 %
CTSH	cognizant technology solutio	-25.6 %

Top 5 Losers ($)		$
MKL	markel group inc	-4.7 M
MSFT	microsoft corp	-4.2 M
JEF	jefferies financial group in	-2.8 M
	berkshire hathaway inc del	-2.8 M
PGR	progressive corp	-2.6 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 139 stocks in it's portfolio. About 47.6% of the portfolio is in top 10 stocks. MKL proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Lafayette Investments, Inc. last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.14	57,744	14,654,800	reduced	-0.71

ABBV	abbvie inc	0.08	1,691	367,776	unchanged	0.00

ABNB	airbnb inc	0.15	5,631	711,083	added	7.96

ABT	abbott laboratories	0.06	2,571	263,965	unchanged	0.00

ADBE	adobe inc	0.70	13,472	3,274,770	added	107

ADP	automatic data processing in	0.13	3,032	616,042	added	4.77

AEP	american elec pwr co inc	0.05	1,650	216,282	new

ALL	allstate corp	0.07	1,685	349,368	unchanged	0.00

ALRS	alerus finl corp	0.11	21,900	519,249	unchanged	0.00

AMZN	amazon com inc	1.05	23,527	4,899,970	added	3.98

ANET	arista networks inc	0.58	21,946	2,694,530	reduced	-17.56

AOS	smith a o corp	0.65	46,161	3,043,860	reduced	-3.81

AUB	atlantic un bankshares corp	0.07	9,145	326,843	unchanged	0.00

AVB	avalonbay cmntys inc	0.05	1,350	220,523	unchanged	0.00

AVGO	broadcom inc	0.42	6,404	1,982,100	added	2.07

AXP	american express co	0.08	1,202	363,574	added	23.41

AZO	autozone inc	1.96	2,704	9,133,520	reduced	-1.28

BAC	bank america corp	0.52	50,130	2,443,840	reduced	-0.62

BKNG	booking holdings inc	0.24	6,625	1,115,740	added	4.33

CAT	caterpillar inc	0.26	1,736	1,229,690	unchanged	0.00