Latest Lafayette Investments, Inc. Stock Portfolio

Lafayette Investments, Inc. Performance:

2025 Q4: 0.67%YTD: 11.24%2024: 17.84%

Performance for 2025 Q4 is 0.67%, and YTD is 11.24%, and 2024 is 17.84%.

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

Lafayette Investments, Inc. is a hedge fund based in Ashton, MD. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lafayette Investments, Inc. reported an equity portfolio of $529.1 Millions as of 31 Dec, 2025.

The top stock holdings of Lafayette Investments, Inc. are , MKL, KLAC. The fund has invested 11.3% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.3% of portfolio in MARKEL GROUP INC.

The fund managers got completely rid off AXON ENTERPRISE INC (AXON), UNILEVER PLC and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in DIAGEO PLC (DEO), MARRIOTT INTL INC NEW (MAR) and PROCTER AND GAMBLE CO (PG). Lafayette Investments, Inc. opened new stock positions in PROFESIONALLY MANAGED PORTFO, CHIPOTLE MEXICAN GRILL INC (CMG) and VANGUARD TAX-MANAGED FDS (VEA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), BROWN FORMAN CORP and FORTINET INC (FTNT).

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

Our best estimate is that Lafayette Investments, Inc. made a return of 0.67% in the last quarter. In trailing 12 months, it's portfolio return was 11.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	2,920,960
chipotle mexican grill inc	2,751,690
vanguard tax-managed fds	404,785
morgan stanley	327,898
walmart inc	277,857
unilever plc	262,647
eli lilly & co	254,700

New stocks bought by Lafayette Investments, Inc.

Additions

Ticker	% Inc.
netflix inc	1,274
brown forman corp	688
fortinet inc	42.72
factset resh sys inc	38.12
airbnb inc	34.26
atlantic un bankshares corp	28.89
at&t inc	28.06
intuit	27.14

Additions to existing portfolio by Lafayette Investments, Inc.

Reductions

Ticker	% Reduced
diageo plc	-35.22
marriott intl inc new	-33.33
procter and gamble co	-33.00
automatic data processing in	-24.16
oracle corp	-21.43
costco whsl corp new	-19.38
slb limited	-18.75
abbott labs	-16.28

Lafayette Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-267,946
dominion energy inc	-200,699
carlyle group inc	-200,640
emerson elec co	-215,005
fiserv inc	-201,518
palantir technologies inc	-241,707
axon enterprise inc	-358,820

Lafayette Investments, Inc. got rid off the above stocks

Sector Distribution

Lafayette Investments, Inc. has about 24.1% of it's holdings in Financial Services sector.

Sector	%
Financial Services	24.1
Others	19.5
Technology	16.8
Industrials	10.2
Consumer Cyclical	10.1
Communication Services	9.8
Consumer Defensive	4.3
Healthcare	3.4
Energy	1.4

Market Cap. Distribution

Lafayette Investments, Inc. has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.9
MEGA-CAP	26.2
UNALLOCATED	19.5
MID-CAP	5.2

Stocks belong to which Index?

About 67.7% of the stocks held by Lafayette Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.6
Others	32.3
RUSSELL 2000	1.1

Top 5 Winners (%)		%
RANI	rani therapeutics hldgs inc	142.4 %
	barrick mng corp	32.8 %
GM	general mtrs co	31.3 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.1 M
MKL	markel group inc	4.8 M
	barrick mng corp	3.6 M
KLAC	kla corp	2.7 M
AAPL	apple inc	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.3 %
ORCL	oracle corp	-27.4 %
PAYC	paycom software inc	-22.6 %
AZO	autozone inc	-20.5 %
FAST	fastenal co	-18.2 %

Top 5 Losers ($)		$
AZO	autozone inc	-2.5 M
NFLX	netflix inc	-2.2 M
META	meta platforms inc	-2.1 M
PGR	progressive corp	-1.7 M
PAYC	paycom software inc	-1.5 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 46.6% of the portfolio is in top 10 stocks. AZO 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: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.99	58,155	15,810,000	reduced	-0.24

ABBV	abbvie inc	0.07	1,691	386,377	reduced	-12.88

ABNB	airbnb inc	0.13	5,216	707,916	added	34.26

ABT	abbott labs	0.06	2,571	322,121	reduced	-16.28

ACN	accenture plc ireland	0.80	15,838	4,249,340	added	2.31

ADBE	adobe inc	0.43	6,481	2,268,290	added	9.96

ADP	automatic data processing in	0.14	2,894	744,424	reduced	-24.16

ALL	allstate corp	0.07	1,685	350,733	unchanged	0.00

ALLE	allegion plc	0.72	24,088	3,835,290	reduced	-15.92

ALRS	alerus finl corp	0.09	21,900	493,188	added	8.96

AMZN	amazon com inc	0.99	22,627	5,222,760	added	10.58

ANET	arista networks inc	0.66	26,621	3,488,150	reduced	-10.52

AON	aon plc	0.44	6,670	2,353,710	added	0.38

AOS	smith a o corp	0.61	47,991	3,209,640	reduced	-6.9

AUB	atlantic un bankshares corp	0.06	9,145	322,819	added	28.89

AVB	avalonbay cmntys inc	0.05	1,350	244,769	unchanged	0.00

AVGO	broadcom inc	0.41	6,274	2,171,430	added	5.02

AXON	axon enterprise inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	0.07	974	360,332	reduced	-6.7

AZO	autozone inc	1.76	2,739	9,289,320	reduced	-4.5