Lafayette Investments, Inc. Top Holdings and 13F Report (2024)

About Lafayette Investments, Inc.

Investment Activity

Lafayette Investments, Inc. has $474.35 million in total holdings as of September 30, 2024.
Lafayette Investments, Inc. owns shares of 146 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 1.58% of the portfolio was purchased this quarter.
About 2.63% of the portfolio was sold this quarter.
This quarter, Lafayette Investments, Inc. has purchased 142 new stocks and bought additional shares in 47 stocks.
Lafayette Investments, Inc. sold shares of 51 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Berkshire Hathaway: $56,403,943
Markel Group: $32,008,444
Progressive: $23,845,731
Meta Platforms: $15,776,749
Microsoft: $15,321,102

Largest New Holdings this Quarter

CrowdStrike: $434,729 Holding
Oracle: $230,040 Holding
Welltower: $217,523 Holding
Schwab US Small-Cap ETF: $211,356 Holding
iShares MSCI EAFE ETF: $203,186 Holding

Largest Purchases this Quarter

NIKE: 21,922 shares (about $1.94M)
Broadcom: 3,787 shares (about $653.26K)
Paycom Software: 3,174 shares (about $528.70K)
Booking: 117 shares (about $492.82K)
CrowdStrike: 1,550 shares (about $434.73K)

Largest Sales this Quarter

Lennox International: 11,355 shares (about $6.86M)
Berkshire Hathaway: 2,871 shares (about $1.32M)
Sandy Spring Bancorp: 36,759 shares (about $1.15M)
Progressive: 2,500 shares (about $634.40K)
Marsh & McLennan Companies: 1,950 shares (about $435.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$56,403,943	$1,321,406 ▼	-2.3%	122,548	11.9%	Finance
MKL Markel Group	$32,008,444	$83,135 ▼	-0.3%	20,406	6.7%	Multi-Sector Conglomerates
PGR Progressive	$23,845,731	$634,397 ▼	-2.6%	93,970	5.0%	Finance
META Meta Platforms	$15,776,749	$20,607 ▲	0.1%	27,561	3.3%	Computer and Technology
MSFT Microsoft	$15,321,102	$3,873 ▲	0.0%	35,606	3.2%	Computer and Technology
KLAC KLA	$15,184,670	$69,697 ▲	0.5%	19,608	3.2%	Computer and Technology
AAPL Apple	$13,583,701	$13,048 ▼	-0.1%	58,299	2.9%	Computer and Technology
LOW Lowe's Companies	$12,839,138	$22,751 ▼	-0.2%	47,403	2.7%	Retail/Wholesale
GOOG Alphabet	$11,800,057	$12,372 ▼	-0.1%	70,579	2.5%	Computer and Technology
PAYX Paychex	$11,708,484	$34,218 ▼	-0.3%	87,253	2.5%	Business Services
JEF Jefferies Financial Group	$11,132,532	$105,004 ▼	-0.9%	180,870	2.3%	Finance
LMT Lockheed Martin	$10,387,881	$15,199 ▼	-0.1%	17,770	2.2%	Aerospace
AZO AutoZone	$10,300,631	$25,200 ▼	-0.2%	3,270	2.2%	Retail/Wholesale
TROW T. Rowe Price Group	$9,434,914	$108,059 ▼	-1.1%	86,614	2.0%	Finance
NSC Norfolk Southern	$8,522,058	$37,026 ▼	-0.4%	34,294	1.8%	Transportation
JNJ Johnson & Johnson	$7,837,768	$3,565 ▲	0.0%	48,363	1.7%	Medical
DEO Diageo	$7,825,988	$142,166 ▲	1.9%	55,764	1.6%	Consumer Staples
SBUX Starbucks	$7,210,607	$119,230 ▲	1.7%	73,963	1.5%	Retail/Wholesale
GOLD Barrick Gold	$6,942,645	$113,612 ▲	1.7%	349,052	1.5%	Basic Materials
PEP PepsiCo	$6,848,732	$14,454 ▼	-0.2%	40,275	1.4%	Consumer Staples
PH Parker-Hannifin	$6,815,237	$9,477 ▼	-0.1%	10,787	1.4%	Industrial Products
GPC Genuine Parts	$6,785,533	$698 ▲	0.0%	48,579	1.4%	Retail/Wholesale
SCHW Charles Schwab	$6,335,168	$48,802 ▲	0.8%	97,750	1.3%	Finance
LII Lennox International	$6,091,848	$6,861,714 ▼	-53.0%	10,081	1.3%	Construction
L Loews	$6,005,745	$31,620 ▼	-0.5%	75,974	1.3%	Finance
COST Costco Wholesale	$5,558,481		0.0%	6,270	1.2%	Retail/Wholesale
ALLE Allegion	$4,712,066	$24,630 ▼	-0.5%	32,332	1.0%	Industrial Products
KO Coca-Cola	$4,696,092	$74,375 ▼	-1.6%	65,351	1.0%	Consumer Staples
ACN Accenture	$4,693,508	$3,888 ▲	0.1%	13,278	1.0%	Computer and Technology
CHKP Check Point Software Technologies	$4,682,199	$53,023 ▼	-1.1%	24,284	1.0%	Computer and Technology
PAYC Paycom Software	$4,587,207	$528,697 ▲	13.0%	27,539	1.0%	Computer and Technology
MMC Marsh & McLennan Companies	$4,480,317	$435,026 ▼	-8.9%	20,083	0.9%	Finance
PYPL PayPal	$4,123,496	$89,969 ▲	2.2%	52,845	0.9%	Computer and Technology
XOM Exxon Mobil	$4,113,171	$31,298 ▼	-0.8%	35,089	0.9%	Oils/Energy
NKE NIKE	$4,074,971	$1,937,903 ▲	90.7%	46,097	0.9%	Consumer Discretionary
MHK Mohawk Industries	$4,044,798	$40,170 ▼	-1.0%	25,173	0.9%	Consumer Discretionary
ESAB ESAB	$3,814,024	$171,586 ▼	-4.3%	35,876	0.8%	Industrial Products
AOS A. O. Smith	$3,771,064	$155,586 ▲	4.3%	41,980	0.8%	Industrial Products
GHC Graham	$3,718,607		0.0%	4,525	0.8%	Consumer Discretionary
DIS Walt Disney	$3,520,499	$50,116 ▲	1.4%	36,599	0.7%	Consumer Discretionary
GLW Corning	$3,254,090	$55,715 ▼	-1.7%	72,073	0.7%	Computer and Technology
ANET Arista Networks	$3,152,698	$153,144 ▼	-4.6%	8,214	0.7%	Computer and Technology
AMZN Amazon.com	$3,105,004	$368,561 ▲	13.5%	16,664	0.7%	Retail/Wholesale
WAT Waters	$3,090,016		0.0%	8,586	0.7%	Medical
MSGS Madison Square Garden Sports	$3,087,712	$83,514 ▼	-2.6%	14,826	0.7%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$2,971,567	$4,850 ▼	-0.2%	14,093	0.6%	Finance
TXN Texas Instruments	$2,400,300	$12,187 ▼	-0.5%	11,620	0.5%	Computer and Technology
AON AON	$2,272,463		0.0%	6,568	0.5%	Finance
BAC Bank of America	$2,224,212	$17,935 ▼	-0.8%	56,054	0.5%	Finance
DHR Danaher	$2,184,404		0.0%	7,857	0.5%	Multi-Sector Conglomerates
V Visa	$2,146,535	$166,895 ▲	8.4%	7,807	0.5%	Business Services
HAS Hasbro	$2,093,520	$16,272 ▼	-0.8%	28,948	0.4%	Consumer Discretionary
CVX Chevron	$2,000,222	$6,333 ▼	-0.3%	13,582	0.4%	Oils/Energy
ULTA Ulta Beauty	$1,921,475	$51,364 ▲	2.7%	4,938	0.4%	Retail/Wholesale
MCD McDonald's	$1,898,316	$42,936 ▲	2.3%	6,234	0.4%	Retail/Wholesale
HSY Hershey	$1,722,586	$575 ▲	0.0%	8,982	0.4%	Consumer Staples
INTC Intel	$1,386,826	$16,844 ▲	1.2%	59,114	0.3%	Computer and Technology
CTSH Cognizant Technology Solutions	$1,361,070		0.0%	17,635	0.3%	Computer and Technology
OTIS Otis Worldwide	$1,206,536	$102,069 ▲	9.2%	11,608	0.3%	Construction
SEIC SEI Investments	$1,174,432	$1,107 ▼	-0.1%	16,974	0.2%	Finance
MTD Mettler-Toledo International	$1,111,278	$137,972 ▼	-11.0%	741	0.2%	Computer and Technology
VZ Verizon Communications	$1,081,918	$808 ▼	-0.1%	24,091	0.2%	Computer and Technology
ADP Automatic Data Processing	$1,031,096	$44,277 ▼	-4.1%	3,726	0.2%	Business Services
BKNG Booking	$981,424	$492,818 ▲	100.9%	233	0.2%	Retail/Wholesale
GSK GSK	$952,504		0.0%	23,300	0.2%	Medical
WHR Whirlpool	$950,459	$7,597 ▼	-0.8%	8,883	0.2%	Consumer Discretionary
WFC Wells Fargo & Company	$903,558		0.0%	15,995	0.2%	Finance
HON Honeywell International	$814,438		0.0%	3,940	0.2%	Multi-Sector Conglomerates
NVDA NVIDIA	$802,719	$109,296 ▲	15.8%	6,610	0.2%	Computer and Technology
IBM International Business Machines	$792,351		0.0%	3,584	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$784,473		0.0%	6,908	0.2%	Medical
ADBE Adobe	$765,279	$188,472 ▲	32.7%	1,478	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$760,806	$29,262 ▲	4.0%	1,326	0.2%	Finance
AVGO Broadcom	$721,050	$653,258 ▲	963.6%	4,180	0.2%	Computer and Technology
WBA Walgreens Boots Alliance	$676,288	$4,265 ▲	0.6%	75,479	0.1%	Retail/Wholesale
TT Trane Technologies	$669,394		0.0%	1,722	0.1%	Construction
GD General Dynamics	$666,956	$907 ▼	-0.1%	2,207	0.1%	Aerospace
FI Fiserv	$646,561	$49,404 ▼	-7.1%	3,599	0.1%	Business Services
GOOGL Alphabet	$593,578	$90,720 ▲	18.0%	3,579	0.1%	Computer and Technology
SLB Schlumberger	$587,300	$41,950 ▲	7.7%	14,000	0.1%	Oils/Energy
PFE Pfizer	$584,560	$2,894 ▼	-0.5%	20,199	0.1%	Medical
BF.B Brown-Forman	$575,542	$26,912 ▲	4.9%	11,698	0.1%	Consumer Staples
CAT Caterpillar	$567,124		0.0%	1,450	0.1%	Industrial Products
CABO Cable One	$557,566	$26,584 ▼	-4.6%	1,594	0.1%	Consumer Discretionary
RTX RTX	$542,313		0.0%	4,476	0.1%	Aerospace
TMO Thermo Fisher Scientific	$513,414		0.0%	830	0.1%	Medical
MO Altria Group	$499,580		0.0%	9,788	0.1%	Consumer Staples
GLD SPDR Gold Shares	$489,280		0.0%	2,013	0.1%	Finance
ETN Eaton	$488,874	$248,580 ▲	103.4%	1,475	0.1%	Industrial Products
NVO Novo Nordisk A/S	$476,280		0.0%	4,000	0.1%	Medical
FNDX Schwab Fundamental U.S. Large Company Index ETF	$465,866	$14,496 ▲	3.2%	6,492	0.1%	ETF
VTS Vitesse Energy	$462,614	$1,825 ▼	-0.4%	19,260	0.1%	Oils/Energy
ALRS Alerus Financial	$459,888		0.0%	20,100	0.1%	Finance
MAR Marriott International	$442,765	$39,031 ▲	9.7%	1,781	0.1%	Consumer Discretionary
ABBV AbbVie	$442,751		0.0%	2,242	0.1%	Medical
CRWD CrowdStrike	$434,729	$434,729 ▲	New Holding	1,550	0.1%	Computer and Technology
ASML ASML	$430,791	$91,658 ▲	27.0%	517	0.1%	Computer and Technology
EGBN Eagle Bancorp	$413,214	$15,806 ▼	-3.7%	18,300	0.1%	Finance
UNH UnitedHealth Group	$409,276	$131,553 ▼	-24.3%	700	0.1%	Medical
FDX FedEx	$395,468		0.0%	1,445	0.1%	Transportation

Showing largest 100 holdings. View all holdings.

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Lafayette Investments, Inc. Top Holdings and 13F Report (2024)

About Lafayette Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Lafayette Investments, Inc. Top Holdings and 13F Report (2024)

About Lafayette Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLafayette Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools