Lafayette Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$493.9M
Q ending 2026-03-31
Prior quarter
$529.1M
Q ending 2025-12-31
Change
-6.7% QoQ · +4.5% YoY
Positions
158
reported holdings
Largest positions
Top 100 of 158 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $56.1M | 117K |
| Markel Group Inc | MKL | Shares | $38.1M | 20K |
| Kla Corp | KLAC | Shares | $25.1M | 17K |
| Alphabet Inc | GOOG | Shares | $20.1M | 70K |
| Progressive Corp | PGR | Shares | $17.4M | 88K |
| Meta Platforms Inc | META | Shares | $16.2M | 28K |
| Apple Inc | AAPL | Shares | $14.7M | 58K |
| Microsoft Corp | MSFT | Shares | $13.6M | 37K |
| Johnson & Johnson | JNJ | Shares | $10.6M | 43K |
| Lowes Cos Inc | LOW | Shares | $10.4M | 44K |
| Barrick Mng Corp | B | Shares | $10.0M | 245K |
| Norfolk Southn Corp | NSC | Shares | $9.2M | 32K |
| Autozone Inc | AZO | Shares | $9.1M | 3K |
| Schwab Charles Corp | SCHW | Shares | $8.9M | 95K |
| Paychex Inc | PAYX | Shares | $8.2M | 90K |
| Lockheed Martin Corp | LMT | Shares | $8.2M | 14K |
| Price T Rowe Group Inc | TROW | Shares | $7.7M | 86K |
| Loews Corp | L | Shares | $7.7M | 72K |
| Pepsico Inc | PEP | Shares | $7.1M | 46K |
| Exxon Mobil Corp | XOM | Shares | $6.9M | 40K |
| Jefferies Financial Group In | JEF | Shares | $5.7M | 138K |
| Paycom Software Inc | PAYC | Shares | $5.5M | 45K |
| Starbucks Corp | SBUX | Shares | $5.2M | 58K |
| Costco Wholesale Corporation | COST | Shares | $5.0M | 5K |
| Amazon Com Inc | AMZN | Shares | $4.9M | 24K |
| Genuine Parts Co | GPC | Shares | $4.8M | 46K |
| Coca Cola Co | KO | Shares | $4.8M | 63K |
| Jpmorgan Chase & Co | JPM | Shares | $4.6M | 16K |
| Parker-Hannifin Corp | PH | Shares | $4.5M | 5K |
| Graham Hldgs Co | GHC | Shares | $4.5M | 4K |
| Madison Square Grdn Sprt Cor | MSGS | Shares | $4.3M | 13K |
| Lennox Intl Inc | LII | Shares | $4.2M | 9K |
| Allegion Plc | Shares | $3.4M | 24K | |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $3.3M | 19K |
| Disney Walt Co | DIS | Shares | $3.3M | 34K |
| Adobe Inc | ADBE | Shares | $3.3M | 13K |
| Asml Hldg Nv | Shares | $3.3M | 2K | |
| Esab Corporation | ESAB | Shares | $3.2M | 33K |
| Accenture Plc Ireland | Shares | $3.2M | 16K | |
| Texas Instrs Inc | TXN | Shares | $3.2M | 16K |
| Paypal Hldgs Inc | PYPL | Shares | $3.1M | 68K |
| Check Point Software Tech Lt | Shares | $3.1M | 21K | |
| Smith A O Corp | AOS | Shares | $3.0M | 46K |
| Visa Inc | V | Shares | $2.7M | 9K |
| Diageo Plc | DEO | Shares | $2.7M | 37K |
| Arista Networks Inc | ANET | Shares | $2.7M | 22K |
| Novo-Nordisk A S | NVO | Shares | $2.7M | 72K |
| Chevron Corporation | CVX | Shares | $2.5M | 12K |
| Hasbro Inc | HAS | Shares | $2.4M | 26K |
| Bank America Corp | BAC | Shares | $2.4M | 50K |
| Profesionally Managed Portfo | AKRE | Shares | $2.4M | 45K |
| Chipotle Mexican Grill Inc | CMG | Shares | $2.4M | 75K |
| Salesforce Inc | CRM | Shares | $2.3M | 13K |
| Mohawk Inds Inc | MHK | Shares | $2.3M | 24K |
| Corning Inc | GLW | Shares | $2.3M | 17K |
| Nike Inc | NKE | Shares | $2.2M | 42K |
| Aon Plc | Shares | $2.2M | 7K | |
| Broadcom Inc | AVGO | Shares | $2.0M | 6K |
| Waters Corp | WAT | Shares | $1.9M | 6K |
| Mcdonalds Corp | MCD | Shares | $1.8M | 6K |
| Hershey Co | HSY | Shares | $1.7M | 8K |
| Brown Forman Corp | BF/B | Shares | $1.6M | 61K |
| Gsk Plc | GSK | Shares | $1.3M | 23K |
| Danaher Corp Del | DHR | Shares | $1.3M | 7K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Sei Invts Co | SEIC | Shares | $1.2M | 15K |
| Otis Worldwide Corp | OTIS | Shares | $1.2M | 15K |
| Merck & Co Inc | MRK | Shares | $1.2M | 10K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.1M | 3K |
| Booking Holdings Inc | BKNG | Shares | $1.1M | 265 |
| Wells Fargo & Co | WFC | Shares | $1.1M | 14K |
| Cognizant Technology Solutio | CTSH | Shares | $1.1M | 17K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| International Business Machs | IBM | Shares | $1.0M | 4K |
| Intuit | INTU | Shares | $1.0M | 2K |
| Invesco Exchange Traded Fd T | RSP | Shares | $988K | 5K |
| Factset Resh Sys Inc | FDS | Shares | $982K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $968K | 1K |
| Rtx Corporation | RTX | Shares | $952K | 5K |
| Verizon Communications Inc | VZ | Shares | $912K | 18K |
| Spdr Gold Tr | GLD | Shares | $892K | 2K |
| Uber Technologies Inc | UBER | Shares | $868K | 12K |
| Vanguard Index Fds | VTI | Shares | $839K | 3K |
| Eaton Corp Plc | Shares | $833K | 2K | |
| Honeywell Intl Inc | HONGBP | Shares | $778K | 3K |
| S&P Global Inc | SPGI | Shares | $771K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $719K | 4K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Trane Technologies Plc | Shares | $718K | 2K | |
| Airbnb Inc | ABNB | Shares | $711K | 6K |
| Zoetis Inc | ZTS | Shares | $693K | 6K |
| Slb Limited | SLB | Shares | $668K | 13K |
| Schwab Strategic Tr | FNDX | Shares | $661K | 24K |
| Automatic Data Processing In | ADP | Shares | $616K | 3K |
| Schwab Strategic Tr | SCHK | Shares | $610K | 19K |
| Altria Group Inc | MO | Shares | $606K | 9K |
| General Dynamics Corp | GD | Shares | $600K | 2K |
| Fedex Corp | FDX | Shares | $577K | 2K |
| Vanguard Whitehall Fds | VIGI | Shares | $554K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.