Investor Details
| Filer Name: | LAFAYETTE INVESTMENTS, INC. |
|---|---|
| CIK: | 1308377 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 149 |
| Portfolio Value: | $0.47B |
Lafayette Investments, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 120,479 | $55M | 11.70% | -1.7% | - |
| MKL | US | MARKEL GROUP INC | 20,310 | $35M | 7.51% | -0.5% | - |
| PGR | US | PROGRESSIVE CORP | 92,040 | $22M | 4.73% | -2.1% | - |
| META | US | META PLATFORMS INC-CLASS A | 27,823 | $16M | 3.49% | 1.0% | - |
| MSFT | US | MICROSOFT CORP | 35,755 | $15M | 3.23% | 0.4% | - |
| AAPL | US | APPLE INC | 58,364 | $15M | 3.13% | 0.1% | - |
| JEF | US | JEFFERIES FINANCIAL GROUP IN | 177,217 | $14M | 2.98% | -2.0% | - |
| GOOG | US | ALPHABET INC-CL C | 70,539 | $13M | 2.88% | -0.1% | - |
| KLAC | US | KLA CORP | 19,843 | $13M | 2.68% | 1.2% | - |
| PAYX | US | PAYCHEX INC | 87,265 | $12M | 2.62% | 0.0% | - |
| LOW | US | LOWE'S COS INC | 47,198 | $12M | 2.50% | -0.4% | - |
| AZO | US | AUTOZONE INC | 3,238 | $10M | 2.22% | -1.0% | - |
| TROW | US | T ROWE PRICE GROUP INC | 86,184 | $10M | 2.09% | -0.5% | - |
| NSC | US | NORFOLK SOUTHERN CORP | 33,920 | $8M | 1.71% | -1.1% | - |
| LMT | US | LOCKHEED MARTIN CORP | 15,310 | $7M | 1.59% | -13.8% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 98,230 | $7M | 1.56% | 0.5% | - |
| DEO | US | DIAGEO PLC-SPONSORED ADR | 56,241 | $7M | 1.53% | 0.9% | - |
| JNJ | US | JOHNSON & JOHNSON | 48,960 | $7M | 1.52% | 1.2% | - |
| PEP | US | PEPSICO INC | 44,167 | $7M | 1.44% | 9.7% | - |
| SBUX | US | STARBUCKS CORP | 72,142 | $7M | 1.41% | -2.5% | - |