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Lafayette Investments, Inc.
Lafayette Investments, Inc. is an SEC-registered investment adviser headquartered in Ashton, Maryland. Founded in 1988, Lafayette provides custom investment advisory services primarily to high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm is owned by several principals and directors and typically requires a $1,000,000 minimum in investible assets. Lafayette operates with a small, specialized team, with employee numbers not specifically disclosed in public filings. They tailor portfolios to meet each client's individual risk tolerance, goals, and liquidity needs.
Investment Strategy
Lafayette Investments employs a discretionary, client-centric approach, focusing on fundamental and qualitative analysis to evaluate potential investments. The firm reviews economic, industry, company-specific financial, and management factors to assess intrinsic value and determine when opportunities arise due to mispricing. They also incorporate subjective (qualitative) assessments, using client-specific objectives, risk tolerance, and liquidity needs to inform asset allocation and portfolio construction. Lafayette does not attempt to time overall market movements, instead focusing on the long-term fit of assets to client needs.
Latest 13F Filing Activity
Lafayette Investments, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 151 equity positions with a total 13F market value of $495M. The fund increased holdings in Barrick MNG Corp., Meta Platforms Inc., Kla Corp. among other positions. Lafayette Investments, Inc. reduced exposure to Barrick Gold Corp., Berkshire Hathaway Inc. Del, Progressive Corp. among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 11.59% | $57.3M | 118,045 | $123.48 | $485.77 | -$5.9M | |
M MKL | MARKEL GROUP INC | 8.15% | $40.3M | 20,186 | $622.39 | $1997.36 | +$2.5M |
P PGR | PROGRESSIVE CORP | 4.81% | $23.8M | 89,174 | $29.16 | $266.86 | -$1.9M |
M META | META PLATFORMS INC | 4.20% | $20.8M | 28,162 | $219.90 | $738.09 | +$4.7M |
M MSFT | MICROSOFT CORP | 3.63% | $17.9M | 36,076 | $84.20 | $497.41 | +$4.4M |
Industry Allocation
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