Lafayette Investments, Inc.: 13F holdings
CIK 13083772026Q2
| Positions | 162 |
|---|---|
| Reported value | $542.4m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 118,489 | $59.3m | 10.9% |
| KLAC KLA CORP | 146,113 | $44.1m | 8.1% |
| MKL MARKEL GROUP INC | 19,924 | $38.9m | 7.2% |
| GOOG ALPHABET INC | 68,406 | $24.2m | 4.5% |
| PGR PROGRESSIVE CORP | 88,602 | $19.4m | 3.6% |
| META META PLATFORMS INC | 28,218 | $15.9m | 2.9% |
| AAPL APPLE INC | 53,412 | $15.5m | 2.8% |
| MSFT MICROSOFT CORP | 38,816 | $14.5m | 2.7% |
| JNJ JOHNSON & JOHNSON | 42,382 | $10.8m | 2.0% |
| NSC NORFOLK SOUTHN CORP | 31,883 | $10.0m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1308377")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.