LAFAYETTE INVESTMENTS, INC.

PrivateCIK: 1308377
Location

ASHTON, MD

158
Positions
$493.86M
Total AUM (reported)
3.11M
Total Shares

Allocation by class

TOTAL AUM$493.86M158 positions
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 324.1%4–1020.8%11–2522.1%Rest32.9%TOP 1045.0%0%100%
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

SOLE
CL B NEW
Shares117.08K
TypeSH
Market value$56.11M
11.36%
Sole
0.00
Shared
0.00
None
117.08K

MARKEL GROUP INC

SOLE
COM
Shares19.90K
TypeSH
Market value$38.09M
7.71%
Sole
0.00
Shared
0.00
None
19.90K

KLA CORP

SOLE
COM NEW
Shares17.02K
TypeSH
Market value$25.06M
5.07%
Sole
0.00
Shared
0.00
None
17.02K

ALPHABET INC

SOLE
CAP STK CL C
Shares69.98K
TypeSH
Market value$20.07M
4.06%
Sole
0.00
Shared
0.00
None
69.98K

PROGRESSIVE CORP

SOLE
COM
Shares88.02K
TypeSH
Market value$17.45M
3.53%
Sole
0.00
Shared
0.00
None
88.02K

META PLATFORMS INC

SOLE
CL A
Shares28.25K
TypeSH
Market value$16.16M
3.27%
Sole
0.00
Shared
0.00
None
28.25K

APPLE INC

SOLE
COM
Shares57.74K
TypeSH
Market value$14.65M
2.97%
Sole
0.00
Shared
0.00
None
57.74K

MICROSOFT CORP

SOLE
COM
Shares36.81K
TypeSH
Market value$13.62M
2.76%
Sole
0.00
Shared
0.00
None
36.81K

JOHNSON & JOHNSON

SOLE
COM
Shares43.38K
TypeSH
Market value$10.60M
2.15%
Sole
0.00
Shared
0.00
None
43.38K

LOWES COS INC

SOLE
COM
Shares43.93K
TypeSH
Market value$10.38M
2.10%
Sole
0.00
Shared
0.00
None
43.93K

BARRICK MNG CORP

SOLE
COM SHS
Shares245.33K
TypeSH
Market value$10.01M
2.03%
Sole
0.00
Shared
0.00
None
245.33K

NORFOLK SOUTHN CORP

SOLE
COM
Shares31.89K
TypeSH
Market value$9.15M
1.85%
Sole
0.00
Shared
0.00
None
31.89K

AUTOZONE INC

SOLE
COM
Shares2.70K
TypeSH
Market value$9.13M
1.85%
Sole
0.00
Shared
0.00
None
2.70K

SCHWAB CHARLES CORP

SOLE
COM
Shares94.86K
TypeSH
Market value$8.91M
1.81%
Sole
0.00
Shared
0.00
None
94.86K

PAYCHEX INC

SOLE
COM
Shares89.50K
TypeSH
Market value$8.25M
1.67%
Sole
0.00
Shared
0.00
None
89.50K

LOCKHEED MARTIN CORP

SOLE
COM
Shares13.53K
TypeSH
Market value$8.18M
1.66%
Sole
0.00
Shared
0.00
None
13.53K

PRICE T ROWE GROUP INC

SOLE
COM
Shares85.81K
TypeSH
Market value$7.73M
1.57%
Sole
0.00
Shared
0.00
None
85.81K

LOEWS CORP

SOLE
COM
Shares71.88K
TypeSH
Market value$7.67M
1.55%
Sole
0.00
Shared
0.00
None
71.88K

PEPSICO INC

SOLE
COM
Shares45.96K
TypeSH
Market value$7.14M
1.45%
Sole
0.00
Shared
0.00
None
45.96K

EXXON MOBIL CORP

SOLE
COM
Shares40.49K
TypeSH
Market value$6.87M
1.39%
Sole
0.00
Shared
0.00
None
40.49K

JEFFERIES FINANCIAL GROUP IN

SOLE
COM
Shares137.61K
TypeSH
Market value$5.68M
1.15%
Sole
0.00
Shared
0.00
None
137.61K

PAYCOM SOFTWARE INC

SOLE
COM
Shares45.31K
TypeSH
Market value$5.51M
1.12%
Sole
0.00
Shared
0.00
None
45.31K

STARBUCKS CORP

SOLE
COM
Shares57.90K
TypeSH
Market value$5.19M
1.05%
Sole
0.00
Shared
0.00
None
57.90K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares4.99K
TypeSH
Market value$4.97M
1.01%
Sole
0.00
Shared
0.00
None
4.99K

AMAZON COM INC

SOLE
COM
Shares23.53K
TypeSH
Market value$4.90M
0.99%
Sole
0.00
Shared
0.00
None
23.53K
Page 1 of 7