Lafayette Investments, Inc. Portfolio Holdings
Q3 2025•156 long positions•$522.2M portfolio value
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Holding158 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $59.3M 11.35% | -$85.0K Sold | 0.005% 117.9K shares | 118.0K → 117.9K −$85.0K | -0.14% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Property & Casualty Financial Services | $38.6M 7.38% | -$21.0K Sold | 0.159% 20.2K shares | 20.2K → 20.2K −$21.0K | -0.05% | $24.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $21.9M 4.2% | -$111.1K Sold | 0.015% 88.7K shares | 89.2K → 88.7K −$111.1K | -0.5% | $144.81B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $21.7M 4.15% | +$92.8K Bought | 0.015% 20.1K shares | 20.0K → 20.1K +$92.8K | +0.43% | $142.03B Large Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $20.9M 4.01% | +$263.6K Bought | 0.001% 28.5K shares | 28.2K → 28.5K +$263.6K | +1.27% | $1.84T Mega Cap | Q2 2018 Held for 7y 5m | |
Software - Infrastructure Technology | $18.9M 3.61% | +$187.0K Bought | 0.0% 36.4K shares | 36.1K → 36.4K +$187.0K | +1.0% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $17.9M 3.42% | +$10.0K Bought | 0.001% 73.3K shares | 73.3K → 73.3K +$10.0K | +0.06% | $2.95T Mega Cap | Q2 2018 Held for 7y 5m | |
Consumer Electronics Technology | $14.8M 2.84% | -$10.2K Sold | 0.0% 58.3K shares | 58.3K → 58.3K −$10.2K | -0.07% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $12.3M 2.36% | -$1.2M Sold | 0.017% 2.9K shares | 3.2K → 2.9K −$1.2M | -9.1% | $71.5B Large Cap | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $11.3M 2.17% | -$72.6K Sold | 0.008% 45.1K shares | 45.4K → 45.1K −$72.6K | -0.64% | $140.94B Large Cap | Q1 2019 Held for 6y 8m | |
Staffing & Employment Services Industrials | $11.3M 2.16% | +$105.6K Bought | 0.025% 88.9K shares | 88.1K → 88.9K +$105.6K | +0.95% | $45.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $10.8M 2.07% | -$4.9K Sold | 0.019% 330.3K shares | 330.5K → 330.3K −$4.9K | -0.05% | $55.9B Large Cap | Q2 2025 Held for 5 months | |
Railroads Industrials | $10.1M 1.93% | -$14.7K Sold | 0.015% 33.5K shares | 33.5K → 33.5K −$14.7K | -0.15% | $67.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $9.2M 1.75% | -$86.0K Sold | 0.005% 95.9K shares | 96.8K → 95.9K −$86.0K | -0.93% | $173.30B Large Cap | Q3 2020 Held for 5y 2m | |
Financial - Capital Markets Financial Services | $9.0M 1.73% | -$49.6K Sold | 0.067% 138.1K shares | 138.8K → 138.1K −$49.6K | -0.55% | $13.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $8.8M 1.69% | -$22.1K Sold | 0.039% 85.9K shares | 86.2K → 85.9K −$22.1K | -0.25% | $22.6B Large Cap | Q3 2015 Held for 10y 2m | |
Drug Manufacturers - General Healthcare | $8.4M 1.6% | -$489.9K Sold | 0.002% 45.1K shares | 47.7K → 45.1K −$489.9K | -5.53% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $7.4M 1.41% | -$7.0K Sold | 0.035% 73.3K shares | 73.4K → 73.3K −$7.0K | -0.1% | $20.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $6.8M 1.31% | -$138.3K Sold | 0.006% 13.7K shares | 13.9K → 13.7K −$138.3K | -1.99% | $116.55B Large Cap | Q1 2019 Held for 6y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $6.8M 1.3% | -$60.8K Sold | 0.004% 48.2K shares | 48.6K → 48.2K −$60.8K | -0.89% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $6.6M 1.26% | -$22.0K Sold | 0.034% 47.3K shares | 47.5K → 47.3K −$22.0K | -0.33% | $19.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $6.2M 1.18% | +$163.0K Bought | 0.053% 29.6K shares | 28.9K → 29.6K +$163.0K | +2.71% | $11.7B Large Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $5.6M 1.08% | +$185.1K Bought | 0.001% 6.1K shares | 5.9K → 6.1K +$185.1K | +3.41% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $5.4M 1.04% | -$57.9K Sold | 0.006% 64.1K shares | 64.8K → 64.1K −$57.9K | -1.06% | $96.2B Large Cap | Q2 2018 Held for 7y 5m | |
Unknown Unknown | $5.4M 1.03% | -$52.8K Sold | — 56.4K shares | 56.9K → 56.4K −$52.8K | -0.97% | — — | Q4 2022 Held for 2y 11m | |
Education & Training Services Consumer Defensive | $5.1M 0.98% | -$2.4K Sold | 0.1% 4.3K shares | 4.4K → 4.3K −$2.4K | -0.05% | $5.1B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Security & Protection Services Industrials | $5.1M 0.973% | -$148.4K Sold | 0.033% 28.7K shares | 29.5K → 28.7K −$148.4K | -2.84% | $15.2B Large Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $5.0M 0.967% | -$11.7K Sold | 0.001% 16.0K shares | 16.0K → 16.0K −$11.7K | -0.23% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Construction Industrials | $5.0M 0.95% | -$9.5K Sold | 0.027% 9.4K shares | 9.4K → 9.4K −$9.5K | -0.19% | $18.6B Large Cap | Q1 2022 Held for 3y 8m | |
Industrial - Machinery Industrials | $4.7M 0.9% | -$11.4K Sold | 0.005% 6.2K shares | 6.2K → 6.2K −$11.4K | -0.24% | $95.9B Large Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Integrated Energy | $4.7M 0.893% | -$24.4K Sold | 0.001% 41.4K shares | 41.6K → 41.4K −$24.4K | -0.52% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $4.6M 0.88% | -$68.9K Sold | 0.021% 22.2K shares | 22.5K → 22.2K −$68.9K | -1.48% | $22.2B Large Cap | Q2 2020 Held for 5y 5m | |
Specialty Retail Consumer Cyclical | $4.5M 0.86% | +$117.9K Bought | 0.0% 20.5K shares | 19.9K → 20.5K +$117.9K | +2.7% | $2.34T Mega Cap | Q2 2017 Held for 8y 5m | |
Computer Hardware Technology | $4.3M 0.83% | — | 0.002% 29.8K shares | — | — | $183.14B Large Cap | Q2 2020 Held for 5y 5m | |
Financial - Credit Services Financial Services | $4.2M 0.813% | +$198.9K Bought | 0.007% 63.3K shares | 60.3K → 63.3K +$198.9K | +4.92% | $64.1B Large Cap | Q4 2020 Held for 4y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $4.2M 0.807% | -$57.8K Sold | 0.001% 63.6K shares | 64.5K → 63.6K −$57.8K | -1.35% | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $4.0M 0.767% | — | 0.002% 35.0K shares | — | — | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Brokers Financial Services | $3.9M 0.752% | -$29.8K Sold | 0.004% 19.5K shares | 19.6K → 19.5K −$29.8K | -0.75% | $99.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $3.8M 0.732% | +$1.2M Bought | — 68.8K shares | 47.8K → 68.8K +$1.2M | +44.17% | — — | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $3.8M 0.731% | +$254.0K Bought | 0.002% 15.5K shares | 14.5K → 15.5K +$254.0K | +7.13% | $153.39B Large Cap | Q1 2020 Held for 5y 8m | |
Manufacturing - Metal Fabrication Industrials | $3.8M 0.73% | -$17.1K Sold | 0.056% 34.1K shares | 34.3K → 34.1K −$17.1K | -0.45% | $6.8B Mid Cap | Q2 2022 Held for 3y 5m | |
Industrial - Machinery Industrials | $3.8M 0.725% | -$27.5K Sold | 0.037% 51.5K shares | 51.9K → 51.5K −$27.5K | -0.72% | $10.3B Large Cap | Q3 2022 Held for 3y 2m | |
Hardware, Equipment & Parts Technology | $3.3M 0.641% | -$2.0M Sold | 0.005% 40.8K shares | 65.3K → 40.8K −$2.0M | -37.5% | $70.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $3.2M 0.621% | -$9.0K Sold | 0.04% 25.1K shares | 25.2K → 25.1K −$9.0K | -0.28% | $8.0B Mid Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $3.2M 0.616% | -$38.0K Sold | 0.002% 17.5K shares | 17.7K → 17.5K −$38.0K | -1.17% | $167.04B Large Cap | Q3 2022 Held for 3y 2m | |
Apparel - Footwear & Accessories Consumer Cyclical | $3.2M 0.61% | +$37.8K Bought | 0.003% 45.7K shares | 45.1K → 45.7K +$37.8K | +1.2% | $102.98B Large Cap | Q1 2020 Held for 5y 8m | |
Entertainment Communication Services | $3.1M 0.586% | -$34.3K Sold | 0.056% 13.5K shares | 13.6K → 13.5K −$34.3K | -1.11% | $5.5B Mid Cap | Q4 2016 Held for 8y 11m | |
Financial - Credit Services Financial Services | $2.9M 0.563% | +$147.8K Bought | 0.0% 8.6K shares | 8.2K → 8.6K +$147.8K | +5.29% | $662.60B Mega Cap | Q2 2021 Held for 4y 5m | |
Banks - Diversified Financial Services | $2.8M 0.536% | +$3.1K Bought | 0.001% 54.3K shares | 54.2K → 54.3K +$3.1K | +0.11% | $382.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Brokers Financial Services | $2.4M 0.454% | +$4.3K Bought | 0.003% 6.6K shares | 6.6K → 6.6K +$4.3K | +0.18% | $76.9B Large Cap | Q4 2020 Held for 4y 11m |
