Lafayette Investments, Inc. — 13F holdings

Lafayette Investments, Inc. reported 162 holdings worth $542M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $59.3M (10.9%)
2. KLAC KLA CORP — $44.1M (8.1%)
3. MKL MARKEL GROUP INC — $38.9M (7.2%)
4. GOOG ALPHABET INC — $24.2M (4.5%)
5. PGR PROGRESSIVE CORP — $19.4M (3.6%)
6. META META PLATFORMS INC — $15.9M (2.9%)
7. AAPL APPLE INC — $15.5M (2.8%)
8. MSFT MICROSOFT CORP — $14.5M (2.7%)
9. JNJ Johnson & Johnson — $10.8M (2.0%)
10. NSC NORFOLK SOUTHN CORP — $10.0M (1.8%)