Lafayette Investments, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 146Value: $472.8MLatest: 2025Q1

Lafayette Investments, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 146 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "MSGS",
  "FNDA",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  "ALL",
  "GOOGL",
  "VTS",
  "AXP",
  "ASML",
  "T",
  "ESAB",
  "CAT",
  "AVGO",
  "LOW",
  "COF",
  "EGBN",
  "FRT",
  "GD",
  "GILD",
  "ALRS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FNV",
  "EMR",
  "BKNG",
  "META",
  "LCTX",
  "RANI",
  "KMI",
  "L",
  "MMC",
  "MA",
  "MSFT",
  "GPC",
  "HAS",
  "HSY",
  "FAST",
  "ANET",
  "KLAC",
  "PAYX",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "FNDX",
  "SPGI",
  "SCHX",
  "SLB",
  "SPG",
  "SHEL",
  "RTX",
  "GLD",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "UBER",
  "UL",
  "SCHW",
  "ULTA",
  "MTD",
  "GSK",
  "GHC",
  "TT",
  "SEIC",
  "AON",
  "GM",
  "AXON",
  "ALLE",
  "AVB",
  "FI",
  "DEO",
  "FVCB",
  "AOS",
  "FDS",
  "NVO",
  "VIGI",
  "AMZN",
  "VOO",
  "VLTO",
  "V",
  "WAT",
  "WFC",
  "WELL",
  "WHR",
  "CHKP",
  "SCHA",
  "NSC",
  "MHK",
  "MKL",
  "OTIS",
  "LII",
  "PAYC",
  "FDX",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BRK-A",
  "BRK-B",
  "BF-B",
  "CABO",
  "CVX",
  "CSCO",
  "KO",
  "CTSH",
  "COST",
  "GLW",
  "CRWD",
  "DHR",
  "DPZ",
  "RSP",
  "NKE",
  "MAR",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 146
Total Value: 472767352
Accession Number: 0001308377-25-000005
Form Type: 13F-HR
CIK: lafayette-investments
Manager Name: Lafayette-Investments

Data Enrichment

99% identified

145 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $472.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$63.3M

% of Portfolio:13.4% ($63.3M/$472.8M)

MARKEL GROUP INC.

MKL|570535104

Shares:—

Value:$37.9M

% of Portfolio:8.0% ($37.9M/$472.8M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:—

Value:$25.7M

% of Portfolio:5.4% ($25.7M/$472.8M)

Meta Platforms, Inc.

META|30303M102

Shares:—

Value:$16.1M

% of Portfolio:3.4% ($16.1M/$472.8M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$13.6M

% of Portfolio:2.9% ($13.6M/$472.8M)

KLA CORP

KLAC|482480100

Shares:—

Value:$13.5M

% of Portfolio:2.9% ($13.5M/$472.8M)

PAYCHEX INC

PAYX|704326107

Shares:—

Value:$13.4M

% of Portfolio:2.8% ($13.4M/$472.8M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$12.9M

% of Portfolio:2.7% ($12.9M/$472.8M)

AUTOZONE INC

AZO|053332102

Shares:—

Value:$12.4M

% of Portfolio:2.6% ($12.4M/$472.8M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$11.2M

% of Portfolio:2.4% ($11.2M/$472.8M)

LOWES COMPANIES INC

LOW|548661107

Shares:—

Value:$11.0M

% of Portfolio:2.3% ($11.0M/$472.8M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:—

Value:$8.0M

% of Portfolio:1.7% ($8.0M/$472.8M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:—

Value:$8.0M

% of Portfolio:1.7% ($8.0M/$472.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$8.0M

% of Portfolio:1.7% ($8.0M/$472.8M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:—

Value:$7.6M

% of Portfolio:1.6% ($7.6M/$472.8M)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:—

Value:$7.4M

% of Portfolio:1.6% ($7.4M/$472.8M)

PEPSICO INC

PEP|713448108

Shares:—

Value:$7.2M

% of Portfolio:1.5% ($7.2M/$472.8M)

LOEWS CORP

L|540424108

Shares:—

Value:$6.7M

% of Portfolio:1.4% ($6.7M/$472.8M)

STARBUCKS CORP

SBUX|855244109

Shares:—

Value:$6.5M

% of Portfolio:1.4% ($6.5M/$472.8M)

067901108

Shares:—

Value:$6.5M

% of Portfolio:1.4% ($6.5M/$472.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$63.3M	13.4% ($63.3M/$472.8M)	QoQ +15.82% (+$8.6M) YoY +17.53% (+$9.4M)
MARKEL GROUP INC.(MKLcusip570535104)	—	QoQ - YoY -	All Managers (Combined)	$37.9M	8.0% ($37.9M/$472.8M)	QoQ +7.97% (+$2.8M) YoY +21.81% (+$6.8M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	—	QoQ - YoY -	All Managers (Combined)	$25.7M	5.4% ($25.7M/$472.8M)	QoQ +16.49% (+$3.6M) YoY +27.55% (+$5.6M)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$16.1M	3.4% ($16.1M/$472.8M)	QoQ -1.43% (-$234.1K) YoY +20.10% (+$2.7M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$13.6M	2.9% ($13.6M/$472.8M)	QoQ -9.89% (-$1.5M) YoY -8.09% (-$1.2M)
KLA CORP(KLACcusip482480100)	—	QoQ - YoY -	All Managers (Combined)	$13.5M	2.9% ($13.5M/$472.8M)	QoQ +7.97% (+$997.7K) YoY -1.37% (-$187.9K)
PAYCHEX INC(PAYXcusip704326107)	—	QoQ - YoY -	All Managers (Combined)	$13.4M	2.8% ($13.4M/$472.8M)	QoQ +9.46% (+$1.2M) YoY +24.47% (+$2.6M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$12.9M	2.7% ($12.9M/$472.8M)	QoQ -11.99% (-$1.8M) YoY +28.72% (+$2.9M)
AUTOZONE INC(AZOcusip053332102)	—	QoQ - YoY -	All Managers (Combined)	$12.4M	2.6% ($12.4M/$472.8M)	QoQ +19.84% (+$2.1M) YoY +20.34% (+$2.1M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$11.2M	2.4% ($11.2M/$472.8M)	QoQ -16.96% (-$2.3M) YoY +3.64% (+$392.4K)
LOWES COMPANIES INC(LOWcusip548661107)	—	QoQ - YoY -	All Managers (Combined)	$11.0M	2.3% ($11.0M/$472.8M)	QoQ -5.75% (-$670.6K) YoY -2.99% (-$339.0K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	—	QoQ - YoY -	All Managers (Combined)	$8.0M	1.7% ($8.0M/$472.8M)	QoQ -17.85% (-$1.7M) YoY -27.05% (-$3.0M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	—	QoQ - YoY -	All Managers (Combined)	$8.0M	1.7% ($8.0M/$472.8M)	QoQ +0.37% (+$29.7K) YoY -10.55% (-$943.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$8.0M	1.7% ($8.0M/$472.8M)	QoQ +12.50% (+$885.7K) YoY +2.12% (+$166.0K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	—	QoQ - YoY -	All Managers (Combined)	$7.6M	1.6% ($7.6M/$472.8M)	QoQ +4.98% (+$362.3K) YoY +8.75% (+$614.1K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	—	QoQ - YoY -	All Managers (Combined)	$7.4M	1.6% ($7.4M/$472.8M)	QoQ -46.46% (-$6.5M) YoY -8.68% (-$707.7K)
PEPSICO INC(PEPcusip713448108)	—	QoQ - YoY -	All Managers (Combined)	$7.2M	1.5% ($7.2M/$472.8M)	QoQ +6.72% (+$451.9K) YoY +1.95% (+$137.7K)
LOEWS CORP(Lcusip540424108)	—	QoQ - YoY -	All Managers (Combined)	$6.7M	1.4% ($6.7M/$472.8M)	QoQ +7.23% (+$453.7K) YoY +11.48% (+$693.0K)
STARBUCKS CORP(SBUXcusip855244109)	—	QoQ - YoY -	All Managers (Combined)	$6.5M	1.4% ($6.5M/$472.8M)	QoQ -1.54% (-$101.5K) YoY +2.09% (+$132.7K)
(cusip067901108)✕	—	QoQ - YoY -	All Managers (Combined)	$6.5M	1.4% ($6.5M/$472.8M)	QoQ +20.96% (+$1.1M) YoY +15.61% (+$871.6K)