HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$46,003 | ||
| BRK.B | 128,983 | -663 | $46,003 |
 MARKEL GROUP INC |
20,391 | +346 | $28,953 |
| MKL | 20,391 | +346 | $28,953 |
| PROGRESSIVE CORP |
98,333 | -1,425 | $15,662 |
| PGR | 98,333 | -1,425 | $15,662 |
| MICROSOFT CORP |
35,074 | +18 | $13,189 |
| MSFT | 35,074 | +18 | $13,189 |
| KLA CORP |
19,329 | +94 | $11,236 |
| KLAC | 19,329 | +94 | $11,236 |
| APPLE INC |
57,317 | -241 | $11,035 |
| AAPL | 57,317 | -241 | $11,035 |
| PAYCHEX INC |
87,739 | +1,000 | $10,451 |
| PAYX | 87,739 | +1,000 | $10,451 |
| META PLATFORMS INC |
28,655 | +114 | $10,143 |
| META | 28,655 | +114 | $10,143 |
| LENNOX INTL INC |
22,473 | -134 | $10,057 |
| LII | 22,473 | -134 | $10,057 |
| ALPHABET INC |
69,992 | +615 | $9,864 |
| GOOG | 69,992 | +615 | $9,864 |
| LOWES COS INC |
44,224 | +978 | $9,842 |
| LOW | 44,224 | +978 | $9,842 |
| PRICE T ROWE GROUP INC |
90,853 | +2,587 | $9,784 |
| TROW | 90,853 | +2,587 | $9,784 |
| AUTOZONE INC |
3,263 | +30 | $8,437 |
| AZO | 3,263 | +30 | $8,437 |
| NORFOLK SOUTHN CORP |
35,272 | -54 | $8,338 |
| NSC | 35,272 | -54 | $8,338 |
| LOCKHEED MARTIN CORP |
17,599 | +538 | $7,976 |
| LMT | 17,599 | +538 | $7,976 |
| JOHNSON & JOHNSON |
49,331 | +69 | $7,732 |
| JNJ | 49,331 | +69 | $7,732 |
| DIAGEO PLC |
53,027 | +6,993 | $7,724 |
| DEO | 53,027 | +6,993 | $7,724 |
| JEFFERIES FINL GROUP INC |
185,431 | -2,195 | $7,493 |
| JEF | 185,431 | -2,195 | $7,493 |
| GENUINE PARTS CO |
48,835 | +947 | $6,764 |
| GPC | 48,835 | +947 | $6,764 |
| PEPSICO INC |
39,264 | +3,553 | $6,669 |
| PEP | 39,264 | +3,553 | $6,669 |
| SCHWAB CHARLES CORP |
95,972 | +1,997 | $6,603 |
| SCHW | 95,972 | +1,997 | $6,603 |
| STARBUCKS CORP |
63,373 | +1,530 | $6,084 |
| SBUX | 63,373 | +1,530 | $6,084 |
| BARRICK GOLD CORP |
329,054 | +5,105 | $5,953 |
| GOLD | 329,054 | +5,105 | $5,953 |
| LOEWS CORP |
77,505 | -425 | $5,394 |
| L | 77,505 | -425 | $5,394 |
| PARKER HANNIFIN CORP |
10,817 | -200 | $4,983 |
| PH | 10,817 | -200 | $4,983 |
| ACCENTURE PLC IRELAND |
12,843 | +30 | $4,507 |
| ACN | 12,843 | +30 | $4,507 |
| MARSH & MCLENNAN COS INC |
22,123 | -75 | $4,192 |
| MMC | 22,123 | -75 | $4,192 |
| COSTCO WHSL CORP NEW |
6,320 | +8 | $4,172 |
| COST | 6,320 | +8 | $4,172 |
| CORNING INC |
132,736 | +115 | $4,042 |
| GLW | 132,736 | +115 | $4,042 |
| COCA COLA CO |
68,477 | -27 | $4,035 |
| KO | 68,477 | -27 | $4,035 |
| CHECK POINT SOFTWARE TECH LT |
25,260 | UNCH | $3,859 |
| CHKP | 25,260 | UNCH | $3,859 |
| ALLEGION PLC |
30,219 | +3,278 | $3,828 |
| ALLE | 30,219 | +3,278 | $3,828 |
| ESAB CORPORATION |
43,581 | -5,326 | $3,775 |
| ESAB | 43,581 | -5,326 | $3,775 |
| EXXON MOBIL CORP |
35,307 | -117 | $3,530 |
| XOM | 35,307 | -117 | $3,530 |
| MADISON SQUARE GRDN SPRT COR |
19,399 | -650 | $3,527 |
| MSGS | 19,399 | -650 | $3,527 |
| DISNEY WALT CO |
37,963 | -200 | $3,428 |
| DIS | 37,963 | -200 | $3,428 |
| GRAHAM HLDGS CO |
4,633 | +50 | $3,227 |
| GHC | 4,633 | +50 | $3,227 |
| SMITH A O CORP |
38,923 | +200 | $3,209 |
| AOS | 38,923 | +200 | $3,209 |
| PAYPAL HLDGS INC |
46,005 | +5,154 | $2,825 |
| PYPL | 46,005 | +5,154 | $2,825 |
| INTEL CORP |
55,920 | -1,046 | $2,810 |
| INTC | 55,920 | -1,046 | $2,810 |
| WATERS CORP |
8,462 | +267 | $2,786 |
| WAT | 8,462 | +267 | $2,786 |
| MOHAWK INDS INC |
25,008 | -117 | $2,588 |
| MHK | 25,008 | -117 | $2,588 |
| JPMORGAN CHASE & CO |
14,020 | +85 | $2,385 |
| JPM | 14,020 | +85 | $2,385 |
| NIKE INC |
21,147 | +1,763 | $2,296 |
| NKE | 21,147 | +1,763 | $2,296 |
| SPOTIFY TECHNOLOGY S A |
11,875 | -500 | $2,231 |
| SPOT | 11,875 | -500 | $2,231 |
| ULTA BEAUTY INC |
4,447 | +77 | $2,179 |
| ULTA | 4,447 | +77 | $2,179 |
| AMAZON COM INC |
13,686 | -10 | $2,079 |
| AMZN | 13,686 | -10 | $2,079 |
| CHEVRON CORP NEW |
13,798 | +300 | $2,058 |
| CVX | 13,798 | +300 | $2,058 |
| ARISTA NETWORKS INC |
8,508 | +13 | $2,004 |
| ANET | 8,508 | +13 | $2,004 |
| WALGREENS BOOTS ALLIANCE INC |
76,487 | -2,938 | $1,997 |
| WBA | 76,487 | -2,938 | $1,997 |
See Full List: All Stocks Held By Lafayette Investments Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lafayette Investments Inc.
|
Size ($ in 1000's)
At 12/31/2023: $402,371 At 09/30/2023: $366,958 Lafayette Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lafayette Investments Inc. 13F filings. Link to 13F filings: SEC filings |
