Institutions / Lafayette Investments, Inc. / Holdings

Lafayette Investments, Inc.

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Warren E. Buffett	—	$56.11M	117,082	11.4%
Markel Group Inc	—	$38.09M	19,901	7.7%
KLA CORP	—	$25.06M	17,017	5.1%
Alphabet Inc.	—	$20.07M	69,977	4.1%
PROGRESSIVE CORP/OH	—	$17.45M	88,022	3.5%
Meta Platforms Inc	—	$16.16M	28,245	3.3%
Apple Inc.	—	$14.65M	57,744	3.0%
MICROSOFT CORP	—	$13.62M	36,807	2.8%
JOHNSON & JOHNSON	—	$10.60M	43,382	2.1%
LOWES COMPANIES INC	—	$10.38M	43,928	2.1%
BARRICK MNG CORP	—	$10.01M	245,333	2.0%
NORFOLK SOUTHERN CORP	—	$9.15M	31,895	1.9%
AUTOZONE INC	—	$9.13M	2,704	1.8%
SCHWAB CHARLES CORP	—	$8.91M	94,860	1.8%
PAYCHEX INC	—	$8.25M	89,504	1.7%
LOCKHEED MARTIN CORP	—	$8.18M	13,528	1.7%
T Rowe Price Group Inc	—	$7.73M	85,810	1.6%
LOEWS CORP	—	$7.67M	71,880	1.6%
PEPSICO INC	—	$7.14M	45,959	1.4%
EXXON MOBIL CORP	—	$6.87M	40,489	1.4%
Jefferies Financial Group Inc.	—	$5.68M	137,608	1.1%
Paycom Software, Inc.	—	$5.51M	45,308	1.1%
STARBUCKS CORP	—	$5.19M	57,904	1.1%
COSTCO WHOLESALE CORP /NEW	—	$4.97M	4,992	1.0%
Amazon.com Inc	—	$4.90M	23,527	1.0%
GENUINE PARTS CO	—	$4.83M	45,712	1.0%
COCA COLA CO	—	$4.80M	63,091	1.0%
JPMORGAN CHASE & CO	—	$4.61M	15,660	0.9%
Parker-Hannifin Corp	—	$4.53M	5,055	0.9%
Graham Holdings Co	—	$4.49M	4,250	0.9%
Madison Square Garden Sports Corp.	—	$4.29M	13,354	0.9%
Lennox International Inc	—	$4.17M	8,977	0.8%
Allegion plc	—	$3.43M	23,598	0.7%
MARSH & MCLENNAN COMPANIES, INC.	—	$3.34M	19,247	0.7%
Walt Disney Co	—	$3.30M	34,206	0.7%
ADOBE INC.	—	$3.27M	13,472	0.7%
ASML HLDG NV	—	$3.27M	2,475	0.7%
ESAB Corp	—	$3.22M	33,329	0.7%
Accenture plc	—	$3.21M	16,187	0.6%
TEXAS INSTRUMENTS INC	—	$3.17M	16,308	0.6%
PayPal Holdings, Inc.	—	$3.06M	67,759	0.6%
Check Point Software Technologies Ltd	—	$3.06M	21,408	0.6%
SMITH A O CORP	—	$3.04M	46,161	0.6%
Visa Inc	—	$2.74M	9,066	0.6%
DIAGEO PLC	—	$2.73M	36,681	0.6%
Arista Networks, Inc.ANET	Common Stock	$2.69M	21,946	0.5%
NOVO-NORDISK A S	—	$2.66M	72,455	0.5%
CHEVRON CORP	—	$2.53M	12,231	0.5%
HASBRO, INC.	—	$2.45M	26,162	0.5%
BANK OF AMERICA CORP /DE	—	$2.44M	50,130	0.5%