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Latest Lafayette Investments, Inc. Stock Portfolio

$467Million | No. of Holdings #139

Lafayette Investments, Inc. Performance

2026 Q1-4.91%
YTD-4.91%
2025+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. <br><br> 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. <br><br> 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. Equity Portfolio Value
Last Reported on: 27 Apr, 2026
$467Million
  as of Apr 27, 2026

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 tr609,728
kraft heinz co281,868
generac hldgs inc253,929
american elec pwr co inc216,282
micron technology inc211,150
enterprise prods partners l208,120
dominion energy inc202,832
mercadolibre inc200,567
New stocks bought by Lafayette Investments, Inc.

Additions

Ticker% Inc.
intuit238
adobe inc107
s&p global inc62.6
paycom software inc38.37
american express co23.41
netflix inc.15.15
vanguard index fds12.67
invesco exchange traded fd t12.58
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.

  • Financial Services
  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Consumer Defensive
  • Healthcare
  • Energy
Sector%
Financial Services22.8
Others18.4
Technology17
Consumer Cyclical10.4
Industrials10.1
Communication Services9.8
Consumer Defensive5.3
Healthcare3.6
Energy2.3

Market Cap. Distribution

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

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP48.4
MEGA-CAP28.2
UNALLOCATED18.4
MID-CAP4.8

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50067.9
Others30.8
RUSSELL 20001.3
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.

$467.08MTotal Value
139Positions
27 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Lafayette Investments, Inc., last reported on 27 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change