Portfolio (Quarterly)
Guide ↗
Lafayette Investments, Inc.
· CIK 0001308377| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 118,839.0 | $59.7M | 11.29% | +963.0 | +0.8% | $502.65 | — |
| 2 | MKL | MARKEL GROUP INC | Financial Services | 20,393.0 | $43.8M | 8.29% | +218.0 | +1.1% | $2149.65 | -13.8% |
| 3 | KLAC | KLA CORP | Technology | 18,975.0 | $23.1M | 4.36% | -1K | -5.7% | $1215.09 | +51.6% |
| 4 | GOOG | ALPHABET INC | Communication Services | 71,329.0 | $22.4M | 4.23% | -2K | -2.7% | $313.80 | +22.2% |
| 5 | PGR | PROGRESSIVE CORP | Financial Services | 88,867.0 | $20.2M | 3.83% | — | — | $227.72 | -11.0% |
| 6 | META | META PLATFORMS INC | Communication Services | 28,860.0 | $19.1M | 3.60% | +339.0 | +1.2% | $660.09 | -8.0% |
| 7 | MSFT | MICROSOFT CORP | Technology | 36,579.0 | $17.7M | 3.34% | — | — | $483.62 | -13.3% |
| 8 | AAPL | APPLE INC | Technology | 58,155.0 | $15.8M | 2.99% | — | — | $271.86 | +12.2% |
| 9 | B | BARRICK MNG CORP | Basic Materials | 328,535.0 | $14.3M | 2.70% | -2K | -0.5% | $43.55 | -5.3% |
| 10 | LOW | LOWES COS INC | Consumer Cyclical | 44,008.0 | $10.6M | 2.01% | -1K | -2.5% | $241.16 | -9.9% |
| 11 | PAYX | PAYCHEX INC | Industrials | 89,445.0 | $10.0M | 1.90% | +548.0 | +0.6% | $112.18 | -16.0% |
| 12 | NSC | NORFOLK SOUTHN CORP | Industrials | 33,429.0 | $9.7M | 1.82% | — | — | $288.72 | +7.9% |
| 13 | SCHW | SCHWAB CHARLES CORP | Financial Services | 95,684.0 | $9.6M | 1.81% | — | — | $99.91 | -9.8% |
| 14 | AZO | AUTOZONE INC | Consumer Cyclical | 2,739.0 | $9.3M | 1.76% | -129.0 | -4.5% | $3391.50 | +1.4% |
| 15 | JNJ | JOHNSON & JOHNSON | Healthcare | 44,680.0 | $9.2M | 1.75% | -413.0 | -0.9% | $206.95 | +12.0% |
| 16 | TROW | PRICE T ROWE GROUP INC | Financial Services | 85,220.0 | $8.7M | 1.65% | -721.0 | -0.8% | $102.38 | -0.5% |
| 17 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 137,585.0 | $8.5M | 1.61% | — | — | $61.97 | -15.4% |
| 18 | L | LOEWS CORP | Financial Services | 72,923.0 | $7.7M | 1.45% | -400.0 | -0.6% | $105.31 | +3.7% |
| 19 | PEP | PEPSICO INC | Consumer Defensive | 46,932.0 | $6.7M | 1.27% | -1K | -2.6% | $143.52 | +3.7% |
| 20 | LMT | LOCKHEED MARTIN CORP | Industrials | 13,588.0 | $6.6M | 1.24% | -74.0 | -0.5% | $483.66 | +8.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
28.3%
Technology
20.8%
Industrials
11.9%
Consumer Cyclical
11.7%
Communication Services
11.3%
Consumer Defensive
5.7%
Healthcare
5.0%
Basic Materials
3.2%
Energy
1.8%
Real Estate
0.2%