Filed: 2/13/2025ACC: 0001308377-25-000002
📋 What this filing means
LAFAYETTE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $466.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$466.56M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$315.60M67.6%
CL B NEW$54.61M11.7%
CL A$22.88M4.9%
CAP STK CL C$13.43M2.9%
COM NEW$12.50M2.7%
SPON ADR NEW$7.41M1.6%
SHS CLASS A$4.62M1.0%
Portfolio Concentration
Top 3$111.72M23.9%
4–10$98.04M21.0%
11–25$111.49M23.9%
Rest$145.31M31.1%
Top 3 weight
23.9%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares120.48K
TypeSH
Market value$54.61M
11.70%
Sole
0.00
Shared
0.00
None
120.48K
MARKEL GROUP INC
SOLEShares20.31K
TypeSH
Market value$35.06M
7.51%
Sole
0.00
Shared
0.00
None
20.31K
PROGRESSIVE CORP
SOLEShares92.04K
TypeSH
Market value$22.05M
4.73%
Sole
0.00
Shared
0.00
None
92.04K
META PLATFORMS INC
SOLEShares27.82K
TypeSH
Market value$16.29M
3.49%
Sole
0.00
Shared
0.00
None
27.82K
MICROSOFT CORP
SOLEShares35.76K
TypeSH
Market value$15.07M
3.23%
Sole
0.00
Shared
0.00
None
35.76K
APPLE INC
SOLEShares58.36K
TypeSH
Market value$14.62M
3.13%
Sole
0.00
Shared
0.00
None
58.36K
JEFFERIES FINL GROUP INC
SOLEShares177.22K
TypeSH
Market value$13.89M
2.98%
Sole
0.00
Shared
0.00
None
177.22K
ALPHABET INC
SOLEShares70.54K
TypeSH
Market value$13.43M
2.88%
Sole
0.00
Shared
0.00
None
70.54K
KLA CORP
SOLEShares19.84K
TypeSH
Market value$12.50M
2.68%
Sole
0.00
Shared
0.00
None
19.84K
PAYCHEX INC
SOLEShares87.27K
TypeSH
Market value$12.24M
2.62%
Sole
0.00
Shared
0.00
None
87.27K
LOWES COS INC
SOLEShares47.20K
TypeSH
Market value$11.65M
2.50%
Sole
0.00
Shared
0.00
None
47.20K
AUTOZONE INC
SOLEShares3.24K
TypeSH
Market value$10.37M
2.22%
Sole
0.00
Shared
0.00
None
3.24K
PRICE T ROWE GROUP INC
SOLEShares86.18K
TypeSH
Market value$9.75M
2.09%
Sole
0.00
Shared
0.00
None
86.18K
NORFOLK SOUTHN CORP
SOLEShares33.92K
TypeSH
Market value$7.96M
1.71%
Sole
0.00
Shared
0.00
None
33.92K
LOCKHEED MARTIN CORP
SOLEShares15.31K
TypeSH
Market value$7.44M
1.59%
Sole
0.00
Shared
0.00
None
15.31K
SCHWAB CHARLES CORP
SOLEShares98.23K
TypeSH
Market value$7.27M
1.56%
Sole
0.00
Shared
0.00
None
98.23K
DIAGEO PLC
SOLEShares56.24K
TypeSH
Market value$7.15M
1.53%
Sole
0.00
Shared
0.00
None
56.24K
JOHNSON & JOHNSON
SOLEShares48.96K
TypeSH
Market value$7.08M
1.52%
Sole
0.00
Shared
0.00
None
48.96K
PEPSICO INC
SOLEShares44.17K
TypeSH
Market value$6.72M
1.44%
Sole
0.00
Shared
0.00
None
44.17K
STARBUCKS CORP
SOLEShares72.14K
TypeSH
Market value$6.58M
1.41%
Sole
0.00
Shared
0.00
None
72.14K
LOEWS CORP
SOLEShares74.08K
TypeSH
Market value$6.27M
1.34%
Sole
0.00
Shared
0.00
None
74.08K
LENNOX INTL INC
SOLEShares9.99K
TypeSH
Market value$6.09M
1.31%
Sole
0.00
Shared
0.00
None
9.99K
COSTCO WHSL CORP NEW
SOLEShares6.29K
TypeSH
Market value$5.77M
1.24%
Sole
0.00
Shared
0.00
None
6.29K
PAYCOM SOFTWARE INC
SOLEShares27.84K
TypeSH
Market value$5.71M
1.22%
Sole
0.00
Shared
0.00
None
27.84K
GENUINE PARTS CO
SOLEShares48.75K
TypeSH
Market value$5.69M
1.22%
Sole
0.00
Shared
0.00
None
48.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 120.48K | SH | $54.61M 11.70% | 0.00 | 0.00 | 120.48K |
MARKEL GROUP INCSOLE | COM | 20.31K | SH | $35.06M 7.51% | 0.00 | 0.00 | 20.31K |
PROGRESSIVE CORPSOLE | COM | 92.04K | SH | $22.05M 4.73% | 0.00 | 0.00 | 92.04K |
META PLATFORMS INCSOLE | CL A | 27.82K | SH | $16.29M 3.49% | 0.00 | 0.00 | 27.82K |
MICROSOFT CORPSOLE | COM | 35.76K | SH | $15.07M 3.23% | 0.00 | 0.00 | 35.76K |
APPLE INCSOLE | COM | 58.36K | SH | $14.62M 3.13% | 0.00 | 0.00 | 58.36K |
JEFFERIES FINL GROUP INCSOLE | COM | 177.22K | SH | $13.89M 2.98% | 0.00 | 0.00 | 177.22K |
ALPHABET INCSOLE | CAP STK CL C | 70.54K | SH | $13.43M 2.88% | 0.00 | 0.00 | 70.54K |
KLA CORPSOLE | COM NEW | 19.84K | SH | $12.50M 2.68% | 0.00 | 0.00 | 19.84K |
PAYCHEX INCSOLE | COM | 87.27K | SH | $12.24M 2.62% | 0.00 | 0.00 | 87.27K |
LOWES COS INCSOLE | COM | 47.20K | SH | $11.65M 2.50% | 0.00 | 0.00 | 47.20K |
AUTOZONE INCSOLE | COM | 3.24K | SH | $10.37M 2.22% | 0.00 | 0.00 | 3.24K |
PRICE T ROWE GROUP INCSOLE | COM | 86.18K | SH | $9.75M 2.09% | 0.00 | 0.00 | 86.18K |
NORFOLK SOUTHN CORPSOLE | COM | 33.92K | SH | $7.96M 1.71% | 0.00 | 0.00 | 33.92K |
LOCKHEED MARTIN CORPSOLE | COM | 15.31K | SH | $7.44M 1.59% | 0.00 | 0.00 | 15.31K |
SCHWAB CHARLES CORPSOLE | COM | 98.23K | SH | $7.27M 1.56% | 0.00 | 0.00 | 98.23K |
DIAGEO PLCSOLE | SPON ADR NEW | 56.24K | SH | $7.15M 1.53% | 0.00 | 0.00 | 56.24K |
JOHNSON & JOHNSONSOLE | COM | 48.96K | SH | $7.08M 1.52% | 0.00 | 0.00 | 48.96K |
PEPSICO INCSOLE | COM | 44.17K | SH | $6.72M 1.44% | 0.00 | 0.00 | 44.17K |
STARBUCKS CORPSOLE | COM | 72.14K | SH | $6.58M 1.41% | 0.00 | 0.00 | 72.14K |
LOEWS CORPSOLE | COM | 74.08K | SH | $6.27M 1.34% | 0.00 | 0.00 | 74.08K |
LENNOX INTL INCSOLE | COM | 9.99K | SH | $6.09M 1.31% | 0.00 | 0.00 | 9.99K |
COSTCO WHSL CORP NEWSOLE | COM | 6.29K | SH | $5.77M 1.24% | 0.00 | 0.00 | 6.29K |
PAYCOM SOFTWARE INCSOLE | COM | 27.84K | SH | $5.71M 1.22% | 0.00 | 0.00 | 27.84K |
GENUINE PARTS COSOLE | COM | 48.75K | SH | $5.69M 1.22% | 0.00 | 0.00 | 48.75K |
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