Filed: 11/6/2025ACC: 0001308377-25-000008
📋 What this filing means
LAFAYETTE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $522.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$522.19M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$327.57M62.7%
CL B NEW$59.26M11.3%
CL A$28.63M5.5%
COM NEW$22.18M4.2%
CAP STK CL C$17.86M3.4%
COM SHS$15.58M3.0%
SPON ADR NEW$5.65M1.1%
Portfolio Concentration
Top 3$119.73M22.9%
4–10$117.86M22.6%
11–25$117.62M22.5%
Rest$166.97M32.0%
Top 3 weight
22.9%
Top 10 weight
45.5%
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)
Sole156
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings156
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares117.88K
TypeSH
Market value$59.26M
11.35%
Sole
0.00
Shared
0.00
None
117.88K
MARKEL GROUP INC
SOLEShares20.18K
TypeSH
Market value$38.56M
7.38%
Sole
0.00
Shared
0.00
None
20.18K
PROGRESSIVE CORP
SOLEShares88.72K
TypeSH
Market value$21.91M
4.20%
Sole
0.00
Shared
0.00
None
88.72K
KLA CORP
SOLEShares20.11K
TypeSH
Market value$21.69M
4.15%
Sole
0.00
Shared
0.00
None
20.11K
META PLATFORMS INC
SOLEShares28.52K
TypeSH
Market value$20.95M
4.01%
Sole
0.00
Shared
0.00
None
28.52K
MICROSOFT CORP
SOLEShares36.44K
TypeSH
Market value$18.87M
3.61%
Sole
0.00
Shared
0.00
None
36.44K
ALPHABET INC
SOLEShares73.33K
TypeSH
Market value$17.86M
3.42%
Sole
0.00
Shared
0.00
None
73.33K
APPLE INC
SOLEShares58.30K
TypeSH
Market value$14.84M
2.84%
Sole
0.00
Shared
0.00
None
58.30K
AUTOZONE INC
SOLEShares2.87K
TypeSH
Market value$12.30M
2.36%
Sole
0.00
Shared
0.00
None
2.87K
LOWES COS INC
SOLEShares45.14K
TypeSH
Market value$11.34M
2.17%
Sole
0.00
Shared
0.00
None
45.14K
PAYCHEX INC
SOLEShares88.90K
TypeSH
Market value$11.27M
2.16%
Sole
0.00
Shared
0.00
None
88.90K
BARRICK MNG CORP
SOLEShares330.30K
TypeSH
Market value$10.82M
2.07%
Sole
0.00
Shared
0.00
None
330.30K
NORFOLK SOUTHN CORP
SOLEShares33.47K
TypeSH
Market value$10.05M
1.93%
Sole
0.00
Shared
0.00
None
33.47K
SCHWAB CHARLES CORP
SOLEShares95.95K
TypeSH
Market value$9.16M
1.75%
Sole
0.00
Shared
0.00
None
95.95K
JEFFERIES FINL GROUP INC
SOLEShares138.05K
TypeSH
Market value$9.03M
1.73%
Sole
0.00
Shared
0.00
None
138.05K
PRICE T ROWE GROUP INC
SOLEShares85.94K
TypeSH
Market value$8.82M
1.69%
Sole
0.00
Shared
0.00
None
85.94K
JOHNSON & JOHNSON
SOLEShares45.09K
TypeSH
Market value$8.36M
1.60%
Sole
0.00
Shared
0.00
None
45.09K
LOEWS CORP
SOLEShares73.32K
TypeSH
Market value$7.36M
1.41%
Sole
0.00
Shared
0.00
None
73.32K
LOCKHEED MARTIN CORP
SOLEShares13.66K
TypeSH
Market value$6.82M
1.31%
Sole
0.00
Shared
0.00
None
13.66K
PEPSICO INC
SOLEShares48.18K
TypeSH
Market value$6.77M
1.30%
Sole
0.00
Shared
0.00
None
48.18K
GENUINE PARTS CO
SOLEShares47.32K
TypeSH
Market value$6.56M
1.26%
Sole
0.00
Shared
0.00
None
47.32K
PAYCOM SOFTWARE INC
SOLEShares29.63K
TypeSH
Market value$6.17M
1.18%
Sole
0.00
Shared
0.00
None
29.63K
COSTCO WHSL CORP NEW
SOLEShares6.07K
TypeSH
Market value$5.62M
1.08%
Sole
0.00
Shared
0.00
None
6.07K
STARBUCKS CORP
SOLEShares64.14K
TypeSH
Market value$5.43M
1.04%
Sole
0.00
Shared
0.00
None
64.14K
DIAGEO PLC
SOLEShares56.38K
TypeSH
Market value$5.38M
1.03%
Sole
0.00
Shared
0.00
None
56.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 117.88K | SH | $59.26M 11.35% | 0.00 | 0.00 | 117.88K |
MARKEL GROUP INCSOLE | COM | 20.18K | SH | $38.56M 7.38% | 0.00 | 0.00 | 20.18K |
PROGRESSIVE CORPSOLE | COM | 88.72K | SH | $21.91M 4.20% | 0.00 | 0.00 | 88.72K |
KLA CORPSOLE | COM NEW | 20.11K | SH | $21.69M 4.15% | 0.00 | 0.00 | 20.11K |
META PLATFORMS INCSOLE | CL A | 28.52K | SH | $20.95M 4.01% | 0.00 | 0.00 | 28.52K |
MICROSOFT CORPSOLE | COM | 36.44K | SH | $18.87M 3.61% | 0.00 | 0.00 | 36.44K |
ALPHABET INCSOLE | CAP STK CL C | 73.33K | SH | $17.86M 3.42% | 0.00 | 0.00 | 73.33K |
APPLE INCSOLE | COM | 58.30K | SH | $14.84M 2.84% | 0.00 | 0.00 | 58.30K |
AUTOZONE INCSOLE | COM | 2.87K | SH | $12.30M 2.36% | 0.00 | 0.00 | 2.87K |
LOWES COS INCSOLE | COM | 45.14K | SH | $11.34M 2.17% | 0.00 | 0.00 | 45.14K |
PAYCHEX INCSOLE | COM | 88.90K | SH | $11.27M 2.16% | 0.00 | 0.00 | 88.90K |
BARRICK MNG CORPSOLE | COM SHS | 330.30K | SH | $10.82M 2.07% | 0.00 | 0.00 | 330.30K |
NORFOLK SOUTHN CORPSOLE | COM | 33.47K | SH | $10.05M 1.93% | 0.00 | 0.00 | 33.47K |
SCHWAB CHARLES CORPSOLE | COM | 95.95K | SH | $9.16M 1.75% | 0.00 | 0.00 | 95.95K |
JEFFERIES FINL GROUP INCSOLE | COM | 138.05K | SH | $9.03M 1.73% | 0.00 | 0.00 | 138.05K |
PRICE T ROWE GROUP INCSOLE | COM | 85.94K | SH | $8.82M 1.69% | 0.00 | 0.00 | 85.94K |
JOHNSON & JOHNSONSOLE | COM | 45.09K | SH | $8.36M 1.60% | 0.00 | 0.00 | 45.09K |
LOEWS CORPSOLE | COM | 73.32K | SH | $7.36M 1.41% | 0.00 | 0.00 | 73.32K |
LOCKHEED MARTIN CORPSOLE | COM | 13.66K | SH | $6.82M 1.31% | 0.00 | 0.00 | 13.66K |
PEPSICO INCSOLE | COM | 48.18K | SH | $6.77M 1.30% | 0.00 | 0.00 | 48.18K |
GENUINE PARTS COSOLE | COM | 47.32K | SH | $6.56M 1.26% | 0.00 | 0.00 | 47.32K |
PAYCOM SOFTWARE INCSOLE | COM | 29.63K | SH | $6.17M 1.18% | 0.00 | 0.00 | 29.63K |
COSTCO WHSL CORP NEWSOLE | COM | 6.07K | SH | $5.62M 1.08% | 0.00 | 0.00 | 6.07K |
STARBUCKS CORPSOLE | COM | 64.14K | SH | $5.43M 1.04% | 0.00 | 0.00 | 64.14K |
DIAGEO PLCSOLE | SPON ADR NEW | 56.38K | SH | $5.38M 1.03% | 0.00 | 0.00 | 56.38K |
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