Filed: 4/27/2026ACC: 0001308377-26-000002
📋 What this filing means
LAFAYETTE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $493.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$493.86M
Total AUM (reported)
3.11M
Total Shares
Allocation by class
COM$305.25M61.8%
CL B NEW$56.11M11.4%
COM NEW$25.87M5.2%
CL A$24.69M5.0%
CAP STK CL C$20.07M4.1%
COM SHS$13.05M2.6%
COM CL B$4.49M0.9%
Portfolio Concentration
Top 3$119.25M24.1%
4–10$102.95M20.8%
11–25$109.29M22.1%
Rest$162.37M32.9%
Top 3 weight
24.1%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 3.11M
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
3.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole158
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings158
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares117.08K
TypeSH
Market value$56.11M
11.36%
Sole
0.00
Shared
0.00
None
117.08K
MARKEL GROUP INC
SOLEShares19.90K
TypeSH
Market value$38.09M
7.71%
Sole
0.00
Shared
0.00
None
19.90K
KLA CORP
SOLEShares17.02K
TypeSH
Market value$25.06M
5.07%
Sole
0.00
Shared
0.00
None
17.02K
ALPHABET INC
SOLEShares69.98K
TypeSH
Market value$20.07M
4.06%
Sole
0.00
Shared
0.00
None
69.98K
PROGRESSIVE CORP
SOLEShares88.02K
TypeSH
Market value$17.45M
3.53%
Sole
0.00
Shared
0.00
None
88.02K
META PLATFORMS INC
SOLEShares28.25K
TypeSH
Market value$16.16M
3.27%
Sole
0.00
Shared
0.00
None
28.25K
APPLE INC
SOLEShares57.74K
TypeSH
Market value$14.65M
2.97%
Sole
0.00
Shared
0.00
None
57.74K
MICROSOFT CORP
SOLEShares36.81K
TypeSH
Market value$13.62M
2.76%
Sole
0.00
Shared
0.00
None
36.81K
JOHNSON & JOHNSON
SOLEShares43.38K
TypeSH
Market value$10.60M
2.15%
Sole
0.00
Shared
0.00
None
43.38K
LOWES COS INC
SOLEShares43.93K
TypeSH
Market value$10.38M
2.10%
Sole
0.00
Shared
0.00
None
43.93K
BARRICK MNG CORP
SOLEShares245.33K
TypeSH
Market value$10.01M
2.03%
Sole
0.00
Shared
0.00
None
245.33K
NORFOLK SOUTHN CORP
SOLEShares31.89K
TypeSH
Market value$9.15M
1.85%
Sole
0.00
Shared
0.00
None
31.89K
AUTOZONE INC
SOLEShares2.70K
TypeSH
Market value$9.13M
1.85%
Sole
0.00
Shared
0.00
None
2.70K
SCHWAB CHARLES CORP
SOLEShares94.86K
TypeSH
Market value$8.91M
1.81%
Sole
0.00
Shared
0.00
None
94.86K
PAYCHEX INC
SOLEShares89.50K
TypeSH
Market value$8.25M
1.67%
Sole
0.00
Shared
0.00
None
89.50K
LOCKHEED MARTIN CORP
SOLEShares13.53K
TypeSH
Market value$8.18M
1.66%
Sole
0.00
Shared
0.00
None
13.53K
PRICE T ROWE GROUP INC
SOLEShares85.81K
TypeSH
Market value$7.73M
1.57%
Sole
0.00
Shared
0.00
None
85.81K
LOEWS CORP
SOLEShares71.88K
TypeSH
Market value$7.67M
1.55%
Sole
0.00
Shared
0.00
None
71.88K
PEPSICO INC
SOLEShares45.96K
TypeSH
Market value$7.14M
1.45%
Sole
0.00
Shared
0.00
None
45.96K
EXXON MOBIL CORP
SOLEShares40.49K
TypeSH
Market value$6.87M
1.39%
Sole
0.00
Shared
0.00
None
40.49K
JEFFERIES FINANCIAL GROUP IN
SOLEShares137.61K
TypeSH
Market value$5.68M
1.15%
Sole
0.00
Shared
0.00
None
137.61K
PAYCOM SOFTWARE INC
SOLEShares45.31K
TypeSH
Market value$5.51M
1.12%
Sole
0.00
Shared
0.00
None
45.31K
STARBUCKS CORP
SOLEShares57.90K
TypeSH
Market value$5.19M
1.05%
Sole
0.00
Shared
0.00
None
57.90K
COSTCO WHOLESALE CORPORATION
SOLEShares4.99K
TypeSH
Market value$4.97M
1.01%
Sole
0.00
Shared
0.00
None
4.99K
AMAZON COM INC
SOLEShares23.53K
TypeSH
Market value$4.90M
0.99%
Sole
0.00
Shared
0.00
None
23.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 117.08K | SH | $56.11M 11.36% | 0.00 | 0.00 | 117.08K |
MARKEL GROUP INCSOLE | COM | 19.90K | SH | $38.09M 7.71% | 0.00 | 0.00 | 19.90K |
KLA CORPSOLE | COM NEW | 17.02K | SH | $25.06M 5.07% | 0.00 | 0.00 | 17.02K |
ALPHABET INCSOLE | CAP STK CL C | 69.98K | SH | $20.07M 4.06% | 0.00 | 0.00 | 69.98K |
PROGRESSIVE CORPSOLE | COM | 88.02K | SH | $17.45M 3.53% | 0.00 | 0.00 | 88.02K |
META PLATFORMS INCSOLE | CL A | 28.25K | SH | $16.16M 3.27% | 0.00 | 0.00 | 28.25K |
APPLE INCSOLE | COM | 57.74K | SH | $14.65M 2.97% | 0.00 | 0.00 | 57.74K |
MICROSOFT CORPSOLE | COM | 36.81K | SH | $13.62M 2.76% | 0.00 | 0.00 | 36.81K |
JOHNSON & JOHNSONSOLE | COM | 43.38K | SH | $10.60M 2.15% | 0.00 | 0.00 | 43.38K |
LOWES COS INCSOLE | COM | 43.93K | SH | $10.38M 2.10% | 0.00 | 0.00 | 43.93K |
BARRICK MNG CORPSOLE | COM SHS | 245.33K | SH | $10.01M 2.03% | 0.00 | 0.00 | 245.33K |
NORFOLK SOUTHN CORPSOLE | COM | 31.89K | SH | $9.15M 1.85% | 0.00 | 0.00 | 31.89K |
AUTOZONE INCSOLE | COM | 2.70K | SH | $9.13M 1.85% | 0.00 | 0.00 | 2.70K |
SCHWAB CHARLES CORPSOLE | COM | 94.86K | SH | $8.91M 1.81% | 0.00 | 0.00 | 94.86K |
PAYCHEX INCSOLE | COM | 89.50K | SH | $8.25M 1.67% | 0.00 | 0.00 | 89.50K |
LOCKHEED MARTIN CORPSOLE | COM | 13.53K | SH | $8.18M 1.66% | 0.00 | 0.00 | 13.53K |
PRICE T ROWE GROUP INCSOLE | COM | 85.81K | SH | $7.73M 1.57% | 0.00 | 0.00 | 85.81K |
LOEWS CORPSOLE | COM | 71.88K | SH | $7.67M 1.55% | 0.00 | 0.00 | 71.88K |
PEPSICO INCSOLE | COM | 45.96K | SH | $7.14M 1.45% | 0.00 | 0.00 | 45.96K |
EXXON MOBIL CORPSOLE | COM | 40.49K | SH | $6.87M 1.39% | 0.00 | 0.00 | 40.49K |
JEFFERIES FINANCIAL GROUP INSOLE | COM | 137.61K | SH | $5.68M 1.15% | 0.00 | 0.00 | 137.61K |
PAYCOM SOFTWARE INCSOLE | COM | 45.31K | SH | $5.51M 1.12% | 0.00 | 0.00 | 45.31K |
STARBUCKS CORPSOLE | COM | 57.90K | SH | $5.19M 1.05% | 0.00 | 0.00 | 57.90K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.99K | SH | $4.97M 1.01% | 0.00 | 0.00 | 4.99K |
AMAZON COM INCSOLE | COM | 23.53K | SH | $4.90M 0.99% | 0.00 | 0.00 | 23.53K |
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