Filed: 7/30/2025ACC: 0001308377-25-000007
📋 What this filing means
LAFAYETTE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $494.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$494.76M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$319.69M64.6%
CL B NEW$57.34M11.6%
CL A$28.21M5.7%
COM NEW$18.40M3.7%
CAP STK CL C$13.00M2.6%
COM SHS$10.32M2.1%
SPON ADR NEW$6.02M1.2%
Portfolio Concentration
Top 3$121.46M24.5%
4–10$106.16M21.5%
11–25$107.10M21.6%
Rest$160.04M32.3%
Top 3 weight
24.5%
Top 10 weight
46.0%
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)
Sole151
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings151
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares118.05K
TypeSH
Market value$57.34M
11.59%
Sole
0.00
Shared
0.00
None
118.05K
MARKEL GROUP INC
SOLEShares20.19K
TypeSH
Market value$40.32M
8.15%
Sole
0.00
Shared
0.00
None
20.19K
PROGRESSIVE CORP
SOLEShares89.17K
TypeSH
Market value$23.80M
4.81%
Sole
0.00
Shared
0.00
None
89.17K
META PLATFORMS INC
SOLEShares28.16K
TypeSH
Market value$20.79M
4.20%
Sole
0.00
Shared
0.00
None
28.16K
MICROSOFT CORP
SOLEShares36.08K
TypeSH
Market value$17.94M
3.63%
Sole
0.00
Shared
0.00
None
36.08K
KLA CORP
SOLEShares20.03K
TypeSH
Market value$17.94M
3.63%
Sole
0.00
Shared
0.00
None
20.03K
ALPHABET INC
SOLEShares73.29K
TypeSH
Market value$13.00M
2.63%
Sole
0.00
Shared
0.00
None
73.29K
PAYCHEX INC
SOLEShares88.06K
TypeSH
Market value$12.81M
2.59%
Sole
0.00
Shared
0.00
None
88.06K
APPLE INC
SOLEShares58.34K
TypeSH
Market value$11.97M
2.42%
Sole
0.00
Shared
0.00
None
58.34K
AUTOZONE INC
SOLEShares3.15K
TypeSH
Market value$11.71M
2.37%
Sole
0.00
Shared
0.00
None
3.15K
LOWES COS INC
SOLEShares45.43K
TypeSH
Market value$10.08M
2.04%
Sole
0.00
Shared
0.00
None
45.43K
SCHWAB CHARLES CORP
SOLEShares96.85K
TypeSH
Market value$8.84M
1.79%
Sole
0.00
Shared
0.00
None
96.85K
NORFOLK SOUTHN CORP
SOLEShares33.52K
TypeSH
Market value$8.58M
1.73%
Sole
0.00
Shared
0.00
None
33.52K
PRICE T ROWE GROUP INC
SOLEShares86.16K
TypeSH
Market value$8.31M
1.68%
Sole
0.00
Shared
0.00
None
86.16K
JEFFERIES FINL GROUP INC
SOLEShares138.81K
TypeSH
Market value$7.59M
1.53%
Sole
0.00
Shared
0.00
None
138.81K
JOHNSON & JOHNSON
SOLEShares47.73K
TypeSH
Market value$7.29M
1.47%
Sole
0.00
Shared
0.00
None
47.73K
BARRICK MNG CORP
SOLEShares330.45K
TypeSH
Market value$6.88M
1.39%
Sole
0.00
Shared
0.00
None
330.45K
LOEWS CORP
SOLEShares73.39K
TypeSH
Market value$6.73M
1.36%
Sole
0.00
Shared
0.00
None
73.39K
PAYCOM SOFTWARE INC
SOLEShares28.85K
TypeSH
Market value$6.68M
1.35%
Sole
0.00
Shared
0.00
None
28.85K
LOCKHEED MARTIN CORP
SOLEShares13.94K
TypeSH
Market value$6.46M
1.30%
Sole
0.00
Shared
0.00
None
13.94K
PEPSICO INC
SOLEShares48.62K
TypeSH
Market value$6.42M
1.30%
Sole
0.00
Shared
0.00
None
48.62K
STARBUCKS CORP
SOLEShares64.82K
TypeSH
Market value$5.94M
1.20%
Sole
0.00
Shared
0.00
None
64.82K
COSTCO WHSL CORP NEW
SOLEShares5.87K
TypeSH
Market value$5.81M
1.17%
Sole
0.00
Shared
0.00
None
5.87K
GENUINE PARTS CO
SOLEShares47.48K
TypeSH
Market value$5.76M
1.16%
Sole
0.00
Shared
0.00
None
47.48K
DIAGEO PLC
SOLEShares56.94K
TypeSH
Market value$5.74M
1.16%
Sole
0.00
Shared
0.00
None
56.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 118.05K | SH | $57.34M 11.59% | 0.00 | 0.00 | 118.05K |
MARKEL GROUP INCSOLE | COM | 20.19K | SH | $40.32M 8.15% | 0.00 | 0.00 | 20.19K |
PROGRESSIVE CORPSOLE | COM | 89.17K | SH | $23.80M 4.81% | 0.00 | 0.00 | 89.17K |
META PLATFORMS INCSOLE | CL A | 28.16K | SH | $20.79M 4.20% | 0.00 | 0.00 | 28.16K |
MICROSOFT CORPSOLE | COM | 36.08K | SH | $17.94M 3.63% | 0.00 | 0.00 | 36.08K |
KLA CORPSOLE | COM NEW | 20.03K | SH | $17.94M 3.63% | 0.00 | 0.00 | 20.03K |
ALPHABET INCSOLE | CAP STK CL C | 73.29K | SH | $13.00M 2.63% | 0.00 | 0.00 | 73.29K |
PAYCHEX INCSOLE | COM | 88.06K | SH | $12.81M 2.59% | 0.00 | 0.00 | 88.06K |
APPLE INCSOLE | COM | 58.34K | SH | $11.97M 2.42% | 0.00 | 0.00 | 58.34K |
AUTOZONE INCSOLE | COM | 3.15K | SH | $11.71M 2.37% | 0.00 | 0.00 | 3.15K |
LOWES COS INCSOLE | COM | 45.43K | SH | $10.08M 2.04% | 0.00 | 0.00 | 45.43K |
SCHWAB CHARLES CORPSOLE | COM | 96.85K | SH | $8.84M 1.79% | 0.00 | 0.00 | 96.85K |
NORFOLK SOUTHN CORPSOLE | COM | 33.52K | SH | $8.58M 1.73% | 0.00 | 0.00 | 33.52K |
PRICE T ROWE GROUP INCSOLE | COM | 86.16K | SH | $8.31M 1.68% | 0.00 | 0.00 | 86.16K |
JEFFERIES FINL GROUP INCSOLE | COM | 138.81K | SH | $7.59M 1.53% | 0.00 | 0.00 | 138.81K |
JOHNSON & JOHNSONSOLE | COM | 47.73K | SH | $7.29M 1.47% | 0.00 | 0.00 | 47.73K |
BARRICK MNG CORPSOLE | COM SHS | 330.45K | SH | $6.88M 1.39% | 0.00 | 0.00 | 330.45K |
LOEWS CORPSOLE | COM | 73.39K | SH | $6.73M 1.36% | 0.00 | 0.00 | 73.39K |
PAYCOM SOFTWARE INCSOLE | COM | 28.85K | SH | $6.68M 1.35% | 0.00 | 0.00 | 28.85K |
LOCKHEED MARTIN CORPSOLE | COM | 13.94K | SH | $6.46M 1.30% | 0.00 | 0.00 | 13.94K |
PEPSICO INCSOLE | COM | 48.62K | SH | $6.42M 1.30% | 0.00 | 0.00 | 48.62K |
STARBUCKS CORPSOLE | COM | 64.82K | SH | $5.94M 1.20% | 0.00 | 0.00 | 64.82K |
COSTCO WHSL CORP NEWSOLE | COM | 5.87K | SH | $5.81M 1.17% | 0.00 | 0.00 | 5.87K |
GENUINE PARTS COSOLE | COM | 47.48K | SH | $5.76M 1.16% | 0.00 | 0.00 | 47.48K |
DIAGEO PLCSOLE | SPON ADR NEW | 56.94K | SH | $5.74M 1.16% | 0.00 | 0.00 | 56.94K |
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