LI
| |
Lafayette Investments, Inc.13F | |
| Lafayette Investments, Inc. | |
| Last update 2025-04-24 | 146 Stocks (5 new) |
| Value $473.00 Mil | Turnover 2 % |
Lafayette Investments, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 118,768 | 63,253.5 | -1.42% | 13.380 | -0.17% | 0.010 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
MKL | Markel Group Inc | 20,248 | 37,855.9 | -0.31% | 8.010 | -0.02% | 0.160 | +12.64% | +17.23% | 25,670.4 | Insurance | |
PGR | Progressive Corp | 90,779 | 25,691.3 | -1.37% | 5.430 | -0.06% | 0.020 | -6.57% | +5.37% | 145,102.1 | Insurance | |
META | Meta Platforms Inc | 27,858 | 16,056.5 | +0.13% | 3.400 | 0% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
MSFT | Microsoft Corp | 36,173 | 13,578.9 | +1.17% | 2.870 | +0.03% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
KLAC | KLA Corp | 19,860 | 13,500.8 | +0.09% | 2.860 | 0% | 0.010 | +36.85% | +43.03% | 118,632.5 | Semiconductors | |
PAYX | Paychex Inc | 86,822 | 13,394.9 | -0.51% | 2.830 | -0.01% | 0.020 | +2.91% | +5.81% | 52,321.8 | Software | |
AAPL | Apple Inc | 57,906 | 12,862.7 | -0.78% | 2.720 | -0.02% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
AZO | AutoZone Inc | 3,259 | 12,425.9 | +0.65% | 2.630 | +0.02% | 0.020 | +3.26% | +17.78% | 63,087.2 | Vehicles & Parts | |
GOOG | Alphabet Inc | 71,399 | 11,154.7 | +1.22% | 2.360 | +0.03% | 0.000 | +21.57% | +0.80% | 2,315,381.3 | Interactive Media |
Lafayette Investments, Inc.'s Historical Top Holdings Breakdowns
Lafayette Investments, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JEF | Jefferies Financial Group Inc | 2025-03-31 | Reduce Reduce | -0.65% | 52.22 ($67.88) 81.31 | $57.04 | -15.97% | Reduce -21.65% | 138,858 | -38,359 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.17% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 1 | 1 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.17% | 442.66 ($486.15) 534.52 | $482.63 | -0.72% | Reduce -1.42% | 118,768 | -1,711 | |
ADBE | Adobe Inc | 2025-03-31 | Add Add | +0.16% | 377.84 ($428.84) 464.11 | $372.46 | -13.15% | Add 104.08% | 4,000 | 2,040 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Reduce Reduce | -0.12% | 423.19 ($460.32) 506.29 | $419.39 | -8.89% | Reduce -7.27% | 14,197 | -1,113 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +0.12% | 142.64 ($148.84) 156.42 | $145.66 | -2.14% | Add 8.24% | 47,805 | 3,638 | |
SBUX | Starbucks Corp | 2025-03-31 | Reduce Reduce | -0.12% | 92.17 ($103.37) 115.81 | $95.92 | -7.21% | Reduce -8.41% | 66,076 | -6,066 | |
MTD | Mettler-Toledo International Inc | 2025-03-31 | Reduce Reduce | -0.11% | 1177.09 ($1277.12) 1390 | $1,257.20 | -1.56% | Reduce -55.79% | 321 | -405 | |
AOS | A.O. Smith Corp | 2025-03-31 | Add Add | +0.11% | 65.16 ($67.58) 72.69 | $71.38 | 5.62% | Add 17.55% | 51,535 | 7,694 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.10% | 169.43 ($177.82) 182.84 | $187.43 | 5.40% | Add 223.05% | 3,812 | 2,632 |
Lafayette Investments, Inc. Total Holding History ($B)
Lafayette Investments, Inc.'s Asset Allocation
Lafayette Investments, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lafayette Investments, Inc.'s Hypothetical Growth since 2025-03-31
Lafayette Investments, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lafayette Investments, Inc.'s Holdings Heat Map
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Lafayette Investments, Inc.'s Holdings Bubble Chart
Lafayette Investments, Inc. News
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