Lafayette Investments, Inc. logo

Lafayette Investments, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Lafayette Investments, Inc. with $522.2M in long positions as of Q3 2025, 35% allocated to Financial Services, and 46% concentrated in top 10 positions.

Portfolio Value
$522.2M
Top 10 Concentration
46%
Top Sector
Financial Services (35%)
US Exposure
96%
Market Cap Focus
Large Cap
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 35.20%Financial ServicesTechnology: 17.90%TechnologyIndustrials: 13.50%IndustrialsConsumer Cyclical: 10.60%Consumer CyclicalCommunication Services: 9.20%Communication ServicesConsumer Defensive: 4.70%Healthcare: 3.10%Energy: 1.50%ETF: 1.00%Real Estate: 0.20%Utilities: 0.10%Basic Materials: 0.10%
Financial Services
35.20%
Technology
17.90%
Industrials
13.50%
Consumer Cyclical
10.60%
Communication Services
9.20%
Consumer Defensive
4.70%
Healthcare
3.10%
Energy
1.50%
ETF
1.00%
Real Estate
0.20%
Utilities
0.10%
Basic Materials
0.10%

Industry Breakdown

64 industries across all sectors

Insurance - Property & Casualty: 13.06%Insurance - Property & CasualtyInsurance - Diversified: 11.49%Insurance - DiversifiedInternet Content & Information: 7.61%Semiconductors: 5.47%Software - Infrastructure: 5.41%Specialty Retail: 4.66%Industrial - Machinery: 4.21%Financial - Capital Markets: 3.48%Consumer Electronics: 2.84%Staffing & Employment Services: 2.37%Home Improvement: 2.23%Beverages - Non-Alcoholic: 2.10%Asset Management: 2.02%Drug Manufacturers - General: 1.94%Railroads: 1.93%Banks - Diversified: 1.74%Aerospace & Defense: 1.66%Financial - Credit Services: 1.61%Software - Application: 1.50%Restaurants: 1.46%Entertainment: 1.42%43 more: 17.04%43 more
Insurance - Property & Casualty
Financial Services
13.06%
Insurance - Diversified
Financial Services
11.49%
Internet Content & Information
Communication Services
7.61%
Semiconductors
Technology
5.47%
Software - Infrastructure
Technology
5.41%
Specialty Retail
Consumer Cyclical
4.66%
Industrial - Machinery
Industrials
4.21%
Financial - Capital Markets
Financial Services
3.48%
Consumer Electronics
Technology
2.84%
Staffing & Employment Services
Industrials
2.37%
Home Improvement
Consumer Cyclical
2.23%
Beverages - Non-Alcoholic
Consumer Defensive
2.10%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 36.94%Mega Cap (> $200B)Large Cap ($10B - $200B): 55.92%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.14%Small Cap ($300M - $2B): 0.23%Micro Cap ($50M - $300M): 0.03%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 3.75%
Mega Cap (> $200B)
36.94%
Large Cap ($10B - $200B)
55.92%
Mid Cap ($2B - $10B)
3.14%
Small Cap ($300M - $2B)
0.23%
Micro Cap ($50M - $300M)
0.03%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
3.75%

Portfolio Concentration

Top 10 Holdings %
45.5%
Top 20 Holdings %
62.44%
Top 50 Holdings %
86.94%
Top 100 Holdings %
96.78%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
96.49%
International
3.51%
Countries
4
Largest Int'l Market
Ireland - 2.47%
United States of America
96.49% ($503.9M)
148 holdings
Ireland
2.47% ($12.9M)
5 holdings
Israel
0.88% ($4.6M)
1 holdings
Canada
0.15% ($805.5K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
32.9 quarters
Avg. Top 20
35.5 quarters
Avg. All Positions
19.7 quarters
Median Holding Period
17 quarters
Persistence Rate
84.62%
Persistent Holdings Weight
96.26%
Persistent Positions
132
Longest Held
Verizon Communications logo
Verizon CommunicationsVZ - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.05%
Avg. Position Weight
0.64%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 11.35%
Largest Ownership Stake
Markel Group Inc. logo
Markel Group Inc.MKL - 0.16%
Avg. Ownership Stake
0.02%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.71%
Avg. Ownership Stake
0.03%
Largest Position
BERKSHIRE HATHAWAY Class B logo
BERKSHIRE HATHAWAY Class BBRK.B - 13.38% (Q1 2025)
Largest Ownership Stake
WAVD
WaveDancer, Inc. Common StockWAVD - 0.65% (Q1 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.4%
Value Traded
$7.50M
Positions Added
5
Positions Exited
2

Historical (Since Q2 2013)

Avg. Turnover Ratio
3.8%
Avg. Positions Added
5
Avg. Positions Exited
3
Highest Turnover
8.1%
Q4 2019
Lowest Turnover
0.3%
Q3 2014

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