Lafayette Investments, Inc. 13F Holdings

CIK 0001308377 · ASHTON, MD

As of Sep 30, 2025, Lafayette Investments, Inc. reported 156 positions worth $522.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services117,876$59.3M11.35%
MARKEL GROUP INCMKLFinancial Services20,175$38.6M7.38%
PROGRESSIVE CORPPGRFinancial Services88,724$21.9M4.20%
KLA CORPKLACTechnology20,113$21.7M4.15%
META PLATFORMS INCMETACommunication Services28,521$20.9M4.01%
MICROSOFT CORPMSFTTechnology36,437 8.9M3.61%
ALPHABET INCGOOGEquity73,331 7.9M3.42%
APPLE INCAAPLTechnology58,295 4.8M2.84%
AUTOZONE INCAZOConsumer Cyclical2,868 2.3M2.36%
LOWES COMPANIES INCLOWConsumer Cyclical45,143 1.3M2.17%
PAYCHEX INCPAYXIndustrials88,897 1.3M2.16%
BARRICK MINING CORPBBasic Materials330,301 0.8M2.07%
NORFOLK SOUTHERN CORPNSCIndustrials33,470 0.1M1.93%
SCHWAB CHARLES CORPSCHWEquity95,948$9.2M1.75%
JEFFERIES FINANCIAL GROUP INCJEFFinancial Services138,052$9.0M1.73%
PRICE T ROWE GROUP INCTROWFinancial Services85,941$8.8M1.69%
JOHNSON & JOHNSONJNJHealthcare45,093$8.4M1.60%
LOEWS CORPLFinancial Services73,323$7.4M1.41%
LOCKHEED MARTIN CORPLMTIndustrials13,662$6.8M1.31%
PEPSICO INCPEPConsumer Defensive48,183$6.8M1.30%
GENUINE PARTS COGPCConsumer Cyclical47,324$6.6M1.26%
PAYCOM SOFTWARE INCPAYCTechnology29,633$6.2M1.18%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,068$5.6M1.08%
STARBUCKS CORPSBUXConsumer Cyclical64,138$5.4M1.04%
DIAGEO PLCDEOConsumer Defensive56,382$5.4M1.03%