Lafayette Investments, Inc. holds a focused book of 162 reported positions worth $542.4M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Schwab US DVD Equity ETF and trimmed Alphabet Inc-CL C. Their largest long position is Berkshire Hathaway Inc-CL B at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 8.3 points over this window.
Growth of $10,000 cloning Lafayette Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lafayette Investments, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Greenbrier Partners Capital Management, LLC | 9 / 80 | $1.3B |
| Uhlmann Price Securities, LLC | 35 / 80 | $2.4B |
| Luma Capital S.A. - SPF | 9 / 80 | $94.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $388.2M |
| Draper Asset Management, LLC | 8 / 80 | $164.3M |
| Ardent Capital Management, Inc. | 15 / 80 | $193.8M |
| Emerald Advisors, LLC | 29 / 80 | $637.8M |
| Independent Investors Inc | 26 / 80 | $416.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Lafayette Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $59.3M | 118.5K | 10.9% | ▲+1.2% Added · +1K sh | |
| 2 | Kla Corp COM NEW | $44.1M | 146.1K | 8.1% | ▲+759% Added · +129K sh | |
| 3 | Markel Group Inc COM | $38.9M | 19.9K | 7.2% | ▲+0.1% Added · +23 sh | |
| 4 | Alphabet Inc CAP STK CL C | $24.2M | 68.4K | 4.5% | ▼−2.2% Reduced · −2K sh | |
| 5 | Progressive Corp COM | $19.4M | 88.6K | 3.6% | ▲+0.7% Added · +580 sh | |
| 6 | Meta Platforms Inc CL A | $15.9M | 28.2K | 2.9% | ▼−0.1% Reduced · −27 sh | |
| 7 | Apple Inc COM | $15.5M | 53.4K | 2.8% | ▼−7.5% Reduced · −4K sh | |
| 8 | Microsoft Corp COM | $14.5M | 38.8K | 2.7% | ▲+5.5% Added · +2K sh | |
| 9 | Johnson & Johnson COM | $10.8M | 42.4K | 2.0% | ▼−2.3% Reduced · −1K sh | |
| 10 | Norfolk Southn Corp COM | $10.0M | 31.9K | 1.8% | ▼~0% Reduced · −12 sh | |
| 11 | Lowes Cos Inc COM | $9.7M | 44.1K | 1.8% | ▲+0.5% Added · +207 sh | |
| 12 | Price T Rowe Group Inc COM | $9.6M | 84.4K | 1.8% | ▼−1.7% Reduced · −1K sh | |
| 13 | Paychex Inc COM | $9.1M | 92.8K | 1.7% | ▲+3.7% Added · +3K sh | |
| 14 | Barrick MNG Corp COM SHS | $8.9M | 241.5K | 1.6% | ▼−1.6% Reduced · −4K sh | |
| 15 | Schwab Charles Corp COM | $8.8M | 95.5K | 1.6% | ▲+0.6% Added · +610 sh | |
| 16 | Autozone Inc COM | $8.6M | 2.7K | 1.6% | ▼−0.6% Reduced · −15 sh | |
| 17 | Loews Corp COM | $8.1M | 71.5K | 1.5% | ▼−0.5% Reduced · −336 sh | |
| 18 | Jefferies Financial Group In COM | $6.9M | 137.7K | 1.3% | ▲+0.1% Added · +122 sh | |
| 19 | Lockheed Martin Corp COM | $6.8M | 13.4K | 1.3% | ▼−1.2% Reduced · −157 sh | |
| 20 | Pepsico Inc COM | $6.2M | 45.9K | 1.1% | ▼−0.1% Reduced · −51 sh | |
| 21 | Paycom Software Inc COM | $6.1M | 48.7K | 1.1% | ▲+7.5% Added · +3K sh | |
| 22 | Amazon Com Inc COM | $5.9M | 24.7K | 1.1% | ▲+5.2% Added · +1K sh | |
| 23 | Exxon Mobil Corp COM | $5.5M | 40.0K | 1.0% | ▼−1.1% Reduced · −442 sh | |
| 24 | Madison Square GRDN SPRT Cor CL A | $5.4M | 13.3K | 1.0% | ▼−0.1% Reduced · −10 sh | |
| 25 | Genuine Parts Co COM | $5.3M | 45.3K | 1.0% | ▼−0.8% Reduced · −386 sh | |
| 26 | Starbucks Corp COM | $5.3M | 51.4K | 1.0% | ▼−11% Reduced · −6K sh | |
| 27 | JPMorgan Chase & Co COM | $5.2M | 15.7K | 1.0% | ▲+0.5% Added · +86 sh | |
| 28 | Lennox Intl Inc COM | $5.1M | 8.9K | 0.9% | ▼−0.5% Reduced · −48 sh | |
| 29 | Coca Cola Co COM | $5.1M | 62.7K | 0.9% | ▼−0.6% Reduced · −353 sh | |
| 30 | Parker-Hannifin Corp COM | $4.9M | 5.1K | 0.9% | ▼~0% Reduced · −1 sh | |
| 31 | Graham Hldgs Co COM CL B | $4.8M | 4.2K | 0.9% | ▼−0.1% Reduced · −6 sh | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $4.7M | 2.4K | 0.9% | ▼−3.5% Reduced · −88 sh | |
| 33 | Costco Wholesale Corporation COM | $4.5M | 4.8K | 0.8% | ▼−4.0% Reduced · −200 sh | |
| 34 | Texas Instrs Inc COM | $3.9M | 13.1K | 0.7% | ▼−20% Reduced · −3K sh | |
| 35 | Arista Networks Inc COM SHS | $3.6M | 21.4K | 0.7% | ▼−2.3% Reduced · −502 sh | |
| 36 | Novo-Nordisk A S ADR | $3.5M | 73.5K | 0.6% | ▲+1.4% Added · +1K sh | |
| 37 | Corning Inc COM | $3.5M | 13.7K | 0.6% | ▼−20% Reduced · −3K sh | |
| 38 | Disney Walt Co COM | $3.3M | 34.7K | 0.6% | ▲+1.4% Added · +493 sh | |
| 39 | Esab Corporation COM | $3.3M | 33.0K | 0.6% | ▼−0.9% Reduced · −310 sh | |
| 40 | Marsh & McLennan Cos Inc COM | $3.2M | 19.4K | 0.6% | ▲+1.0% Added · +190 sh | |
| 41 | Allegion PLC ORD SHS | $3.2M | 22.9K | 0.6% | ▼−3.0% Reduced · −718 sh | |
| 42 | Visa Inc COM CL A | $3.1M | 9.1K | 0.6% | ▲+0.3% Added · +26 sh | |
| 43 | Zoetis Inc CL A | $3.0M | 42.1K | 0.6% | ▲+618% Added · +36K sh | |
| 44 | Accenture PLC Ireland SHS CLASS A | $3.0M | 24.2K | 0.6% | ▲+50% Added · +8K sh | |
| 45 | Mohawk Inds Inc COM | $2.9M | 24.0K | 0.5% | ▲+1.4% Added · +327 sh | |
| 46 | PayPal Hldgs Inc COM | $2.9M | 66.2K | 0.5% | ▼−2.3% Reduced · −2K sh | |
| 47 | Diageo PLC SPON ADR NEW | $2.8M | 35.3K | 0.5% | ▼−3.9% Reduced · −1K sh | |
| 48 | Check Point Software Tech LT ORD | $2.8M | 21.3K | 0.5% | ▼−0.5% Reduced · −105 sh | |
| 49 | Bank Of Amer Corp COM | $2.8M | 49.0K | 0.5% | ▼−2.2% Reduced · −1K sh | |
| 50 | Adobe Inc COM | $2.7M | 13.4K | 0.5% | ▼−0.8% Reduced · −107 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1308377/holdings"
Use Arkolith to show Lafayette Investments, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.