Filed: 4/24/2025ACC: 0001308377-25-000005
📋 What this filing means
LAFAYETTE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 146 equity positions with a total reported market value of $472.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
146
Positions
$472.77M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$315.23M66.7%
CL B NEW$63.25M13.4%
CL A$23.00M4.9%
COM NEW$13.50M2.9%
CAP STK CL C$11.15M2.4%
SPON ADR NEW$6.38M1.3%
ORD$5.42M1.1%
Portfolio Concentration
Top 3$126.80M26.8%
4–10$92.97M19.7%
11–25$106.98M22.6%
Rest$146.01M30.9%
Top 3 weight
26.8%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 2.99M
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
2.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole146
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings146
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares118.77K
TypeSH
Market value$63.25M
13.38%
Sole
0.00
Shared
0.00
None
118.77K
MARKEL GROUP INC
SOLEShares20.25K
TypeSH
Market value$37.86M
8.01%
Sole
0.00
Shared
0.00
None
20.25K
PROGRESSIVE CORP
SOLEShares90.78K
TypeSH
Market value$25.69M
5.43%
Sole
0.00
Shared
0.00
None
90.78K
META PLATFORMS INC
SOLEShares27.86K
TypeSH
Market value$16.06M
3.40%
Sole
0.00
Shared
0.00
None
27.86K
MICROSOFT CORP
SOLEShares36.17K
TypeSH
Market value$13.58M
2.87%
Sole
0.00
Shared
0.00
None
36.17K
KLA CORP
SOLEShares19.86K
TypeSH
Market value$13.50M
2.86%
Sole
0.00
Shared
0.00
None
19.86K
PAYCHEX INC
SOLEShares86.82K
TypeSH
Market value$13.39M
2.83%
Sole
0.00
Shared
0.00
None
86.82K
APPLE INC
SOLEShares57.91K
TypeSH
Market value$12.86M
2.72%
Sole
0.00
Shared
0.00
None
57.91K
AUTOZONE INC
SOLEShares3.26K
TypeSH
Market value$12.43M
2.63%
Sole
0.00
Shared
0.00
None
3.26K
ALPHABET INC
SOLEShares71.40K
TypeSH
Market value$11.15M
2.36%
Sole
0.00
Shared
0.00
None
71.40K
LOWES COS INC
SOLEShares47.07K
TypeSH
Market value$10.98M
2.32%
Sole
0.00
Shared
0.00
None
47.07K
PRICE T ROWE GROUP INC
SOLEShares87.15K
TypeSH
Market value$8.01M
1.69%
Sole
0.00
Shared
0.00
None
87.15K
NORFOLK SOUTHN CORP
SOLEShares33.74K
TypeSH
Market value$7.99M
1.69%
Sole
0.00
Shared
0.00
None
33.74K
JOHNSON & JOHNSON
SOLEShares48.04K
TypeSH
Market value$7.97M
1.69%
Sole
0.00
Shared
0.00
None
48.04K
SCHWAB CHARLES CORP
SOLEShares97.50K
TypeSH
Market value$7.63M
1.61%
Sole
0.00
Shared
0.00
None
97.50K
JEFFERIES FINL GROUP INC
SOLEShares138.86K
TypeSH
Market value$7.44M
1.57%
Sole
0.00
Shared
0.00
None
138.86K
PEPSICO INC
SOLEShares47.80K
TypeSH
Market value$7.17M
1.52%
Sole
0.00
Shared
0.00
None
47.80K
LOEWS CORP
SOLEShares73.19K
TypeSH
Market value$6.73M
1.42%
Sole
0.00
Shared
0.00
None
73.19K
STARBUCKS CORP
SOLEShares66.08K
TypeSH
Market value$6.48M
1.37%
Sole
0.00
Shared
0.00
None
66.08K
BARRICK GOLD CORP
SOLEShares331.97K
TypeSH
Market value$6.45M
1.37%
Sole
0.00
Shared
0.00
None
331.97K
LOCKHEED MARTIN CORP
SOLEShares14.20K
TypeSH
Market value$6.34M
1.34%
Sole
0.00
Shared
0.00
None
14.20K
PAYCOM SOFTWARE INC
SOLEShares28.34K
TypeSH
Market value$6.19M
1.31%
Sole
0.00
Shared
0.00
None
28.34K
DIAGEO PLC
SOLEShares58.32K
TypeSH
Market value$6.11M
1.29%
Sole
0.00
Shared
0.00
None
58.32K
COSTCO WHSL CORP NEW
SOLEShares6.12K
TypeSH
Market value$5.79M
1.22%
Sole
0.00
Shared
0.00
None
6.12K
GENUINE PARTS CO
SOLEShares47.92K
TypeSH
Market value$5.71M
1.21%
Sole
0.00
Shared
0.00
None
47.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 118.77K | SH | $63.25M 13.38% | 0.00 | 0.00 | 118.77K |
MARKEL GROUP INCSOLE | COM | 20.25K | SH | $37.86M 8.01% | 0.00 | 0.00 | 20.25K |
PROGRESSIVE CORPSOLE | COM | 90.78K | SH | $25.69M 5.43% | 0.00 | 0.00 | 90.78K |
META PLATFORMS INCSOLE | CL A | 27.86K | SH | $16.06M 3.40% | 0.00 | 0.00 | 27.86K |
MICROSOFT CORPSOLE | COM | 36.17K | SH | $13.58M 2.87% | 0.00 | 0.00 | 36.17K |
KLA CORPSOLE | COM NEW | 19.86K | SH | $13.50M 2.86% | 0.00 | 0.00 | 19.86K |
PAYCHEX INCSOLE | COM | 86.82K | SH | $13.39M 2.83% | 0.00 | 0.00 | 86.82K |
APPLE INCSOLE | COM | 57.91K | SH | $12.86M 2.72% | 0.00 | 0.00 | 57.91K |
AUTOZONE INCSOLE | COM | 3.26K | SH | $12.43M 2.63% | 0.00 | 0.00 | 3.26K |
ALPHABET INCSOLE | CAP STK CL C | 71.40K | SH | $11.15M 2.36% | 0.00 | 0.00 | 71.40K |
LOWES COS INCSOLE | COM | 47.07K | SH | $10.98M 2.32% | 0.00 | 0.00 | 47.07K |
PRICE T ROWE GROUP INCSOLE | COM | 87.15K | SH | $8.01M 1.69% | 0.00 | 0.00 | 87.15K |
NORFOLK SOUTHN CORPSOLE | COM | 33.74K | SH | $7.99M 1.69% | 0.00 | 0.00 | 33.74K |
JOHNSON & JOHNSONSOLE | COM | 48.04K | SH | $7.97M 1.69% | 0.00 | 0.00 | 48.04K |
SCHWAB CHARLES CORPSOLE | COM | 97.50K | SH | $7.63M 1.61% | 0.00 | 0.00 | 97.50K |
JEFFERIES FINL GROUP INCSOLE | COM | 138.86K | SH | $7.44M 1.57% | 0.00 | 0.00 | 138.86K |
PEPSICO INCSOLE | COM | 47.80K | SH | $7.17M 1.52% | 0.00 | 0.00 | 47.80K |
LOEWS CORPSOLE | COM | 73.19K | SH | $6.73M 1.42% | 0.00 | 0.00 | 73.19K |
STARBUCKS CORPSOLE | COM | 66.08K | SH | $6.48M 1.37% | 0.00 | 0.00 | 66.08K |
BARRICK GOLD CORPSOLE | COM | 331.97K | SH | $6.45M 1.37% | 0.00 | 0.00 | 331.97K |
LOCKHEED MARTIN CORPSOLE | COM | 14.20K | SH | $6.34M 1.34% | 0.00 | 0.00 | 14.20K |
PAYCOM SOFTWARE INCSOLE | COM | 28.34K | SH | $6.19M 1.31% | 0.00 | 0.00 | 28.34K |
DIAGEO PLCSOLE | SPON ADR NEW | 58.32K | SH | $6.11M 1.29% | 0.00 | 0.00 | 58.32K |
COSTCO WHSL CORP NEWSOLE | COM | 6.12K | SH | $5.79M 1.22% | 0.00 | 0.00 | 6.12K |
GENUINE PARTS COSOLE | COM | 47.92K | SH | $5.71M 1.21% | 0.00 | 0.00 | 47.92K |
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