Filed: 2/4/2026ACC: 0001308377-26-000001
📋 What this filing means
LAFAYETTE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $529.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$529.09M
Total AUM (reported)
3.19M
Total Shares
Allocation by class
COM$325.32M61.5%
CL B NEW$59.73M11.3%
CL A$27.19M5.1%
COM NEW$23.84M4.5%
CAP STK CL C$22.38M4.2%
COM SHS$18.18M3.4%
COM CL B$4.71M0.9%
Portfolio Concentration
Top 3$126.63M23.9%
4–10$120.09M22.7%
11–25$112.64M21.3%
Rest$169.73M32.1%
Top 3 weight
23.9%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 3.19M
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
3.19M
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
SOLEShares118.84K
TypeSH
Market value$59.73M
11.29%
Sole
0.00
Shared
0.00
None
118.84K
MARKEL GROUP INC
SOLEShares20.39K
TypeSH
Market value$43.84M
8.29%
Sole
0.00
Shared
0.00
None
20.39K
KLA CORP
SOLEShares18.98K
TypeSH
Market value$23.06M
4.36%
Sole
0.00
Shared
0.00
None
18.98K
ALPHABET INC
SOLEShares71.33K
TypeSH
Market value$22.38M
4.23%
Sole
0.00
Shared
0.00
None
71.33K
PROGRESSIVE CORP
SOLEShares88.87K
TypeSH
Market value$20.24M
3.82%
Sole
0.00
Shared
0.00
None
88.87K
META PLATFORMS INC
SOLEShares28.86K
TypeSH
Market value$19.05M
3.60%
Sole
0.00
Shared
0.00
None
28.86K
MICROSOFT CORP
SOLEShares36.58K
TypeSH
Market value$17.69M
3.34%
Sole
0.00
Shared
0.00
None
36.58K
APPLE INC
SOLEShares58.16K
TypeSH
Market value$15.81M
2.99%
Sole
0.00
Shared
0.00
None
58.16K
BARRICK MNG CORP
SOLEShares328.54K
TypeSH
Market value$14.31M
2.70%
Sole
0.00
Shared
0.00
None
328.54K
LOWES COS INC
SOLEShares44.01K
TypeSH
Market value$10.61M
2.01%
Sole
0.00
Shared
0.00
None
44.01K
PAYCHEX INC
SOLEShares89.44K
TypeSH
Market value$10.03M
1.90%
Sole
0.00
Shared
0.00
None
89.44K
NORFOLK SOUTHN CORP
SOLEShares33.43K
TypeSH
Market value$9.65M
1.82%
Sole
0.00
Shared
0.00
None
33.43K
SCHWAB CHARLES CORP
SOLEShares95.68K
TypeSH
Market value$9.56M
1.81%
Sole
0.00
Shared
0.00
None
95.68K
AUTOZONE INC
SOLEShares2.74K
TypeSH
Market value$9.29M
1.76%
Sole
0.00
Shared
0.00
None
2.74K
JOHNSON & JOHNSON
SOLEShares44.68K
TypeSH
Market value$9.25M
1.75%
Sole
0.00
Shared
0.00
None
44.68K
PRICE T ROWE GROUP INC
SOLEShares85.22K
TypeSH
Market value$8.72M
1.65%
Sole
0.00
Shared
0.00
None
85.22K
JEFFERIES FINL GROUP INC
SOLEShares137.59K
TypeSH
Market value$8.53M
1.61%
Sole
0.00
Shared
0.00
None
137.59K
LOEWS CORP
SOLEShares72.92K
TypeSH
Market value$7.68M
1.45%
Sole
0.00
Shared
0.00
None
72.92K
PEPSICO INC
SOLEShares46.93K
TypeSH
Market value$6.74M
1.27%
Sole
0.00
Shared
0.00
None
46.93K
LOCKHEED MARTIN CORP
SOLEShares13.59K
TypeSH
Market value$6.57M
1.24%
Sole
0.00
Shared
0.00
None
13.59K
GENUINE PARTS CO
SOLEShares46.21K
TypeSH
Market value$5.68M
1.07%
Sole
0.00
Shared
0.00
None
46.21K
STARBUCKS CORP
SOLEShares63.85K
TypeSH
Market value$5.38M
1.02%
Sole
0.00
Shared
0.00
None
63.85K
AMAZON COM INC
SOLEShares22.63K
TypeSH
Market value$5.22M
0.99%
Sole
0.00
Shared
0.00
None
22.63K
PAYCOM SOFTWARE INC
SOLEShares32.74K
TypeSH
Market value$5.22M
0.99%
Sole
0.00
Shared
0.00
None
32.74K
JPMORGAN CHASE & CO.
SOLEShares15.89K
TypeSH
Market value$5.12M
0.97%
Sole
0.00
Shared
0.00
None
15.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 118.84K | SH | $59.73M 11.29% | 0.00 | 0.00 | 118.84K |
MARKEL GROUP INCSOLE | COM | 20.39K | SH | $43.84M 8.29% | 0.00 | 0.00 | 20.39K |
KLA CORPSOLE | COM NEW | 18.98K | SH | $23.06M 4.36% | 0.00 | 0.00 | 18.98K |
ALPHABET INCSOLE | CAP STK CL C | 71.33K | SH | $22.38M 4.23% | 0.00 | 0.00 | 71.33K |
PROGRESSIVE CORPSOLE | COM | 88.87K | SH | $20.24M 3.82% | 0.00 | 0.00 | 88.87K |
META PLATFORMS INCSOLE | CL A | 28.86K | SH | $19.05M 3.60% | 0.00 | 0.00 | 28.86K |
MICROSOFT CORPSOLE | COM | 36.58K | SH | $17.69M 3.34% | 0.00 | 0.00 | 36.58K |
APPLE INCSOLE | COM | 58.16K | SH | $15.81M 2.99% | 0.00 | 0.00 | 58.16K |
BARRICK MNG CORPSOLE | COM SHS | 328.54K | SH | $14.31M 2.70% | 0.00 | 0.00 | 328.54K |
LOWES COS INCSOLE | COM | 44.01K | SH | $10.61M 2.01% | 0.00 | 0.00 | 44.01K |
PAYCHEX INCSOLE | COM | 89.44K | SH | $10.03M 1.90% | 0.00 | 0.00 | 89.44K |
NORFOLK SOUTHN CORPSOLE | COM | 33.43K | SH | $9.65M 1.82% | 0.00 | 0.00 | 33.43K |
SCHWAB CHARLES CORPSOLE | COM | 95.68K | SH | $9.56M 1.81% | 0.00 | 0.00 | 95.68K |
AUTOZONE INCSOLE | COM | 2.74K | SH | $9.29M 1.76% | 0.00 | 0.00 | 2.74K |
JOHNSON & JOHNSONSOLE | COM | 44.68K | SH | $9.25M 1.75% | 0.00 | 0.00 | 44.68K |
PRICE T ROWE GROUP INCSOLE | COM | 85.22K | SH | $8.72M 1.65% | 0.00 | 0.00 | 85.22K |
JEFFERIES FINL GROUP INCSOLE | COM | 137.59K | SH | $8.53M 1.61% | 0.00 | 0.00 | 137.59K |
LOEWS CORPSOLE | COM | 72.92K | SH | $7.68M 1.45% | 0.00 | 0.00 | 72.92K |
PEPSICO INCSOLE | COM | 46.93K | SH | $6.74M 1.27% | 0.00 | 0.00 | 46.93K |
LOCKHEED MARTIN CORPSOLE | COM | 13.59K | SH | $6.57M 1.24% | 0.00 | 0.00 | 13.59K |
GENUINE PARTS COSOLE | COM | 46.21K | SH | $5.68M 1.07% | 0.00 | 0.00 | 46.21K |
STARBUCKS CORPSOLE | COM | 63.85K | SH | $5.38M 1.02% | 0.00 | 0.00 | 63.85K |
AMAZON COM INCSOLE | COM | 22.63K | SH | $5.22M 0.99% | 0.00 | 0.00 | 22.63K |
PAYCOM SOFTWARE INCSOLE | COM | 32.74K | SH | $5.22M 0.99% | 0.00 | 0.00 | 32.74K |
JPMORGAN CHASE & CO.SOLE | COM | 15.89K | SH | $5.12M 0.97% | 0.00 | 0.00 | 15.89K |
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