Lafayette Investments
Lafayette Investments reported 162 stocks worth $542M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are BRK.B (10.9%), KLAC (8.1%) and MKL (7.2%). Compared with Q1 2026, the fund added to BRK.B, KLAC and MKL, trimmed GOOG, AAPL and JNJ and sold out of CSCO, SPG and LULU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $59.3M | 10.9% | 118K | +1,407 (+1%) | 8 of 8 | |
| 2 |  KLAC Kla Corp | $44.1M | 8.1% | 146K | +129K (+759%) | 8 of 8 | |
| 3 |  MKL Markel Group Inc | $38.9M | 7.2% | 20K | +23 (+0%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $24.2M | 4.5% | 68K | −1,571 (−2%) | 8 of 8 | |
| 5 |  PGR Progressive Corp | $19.4M | 3.6% | 89K | +580 (+1%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $15.9M | 2.9% | 28K | No change | 8 of 8 | |
| 7 |  AAPL Apple Inc | $15.5M | 2.9% | 53K | −4,332 (−8%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $14.5M | 2.7% | 39K | +2,009 (+5%) | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $10.8M | 2.0% | 42K | −1,000 (−2%) | 8 of 8 | |
| 10 |  NSC Norfolk Southn Corp | $10M | 1.9% | 32K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lafayette Investments 13F FAQ
What does Lafayette Investments own?
Lafayette Investments reported 162 stocks worth $542M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are BRK.B (10.9%), KLAC (8.1%) and MKL (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Lafayette Investments buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 42 added to, 71 trimmed and 4 sold out. It sold all of CSCO, SPG and LULU.
When will Lafayette Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lafayette Investments's portfolio worth?
The Q2 2026 filing reports $542M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.