" Lafayette Investments, Inc."
Latest statistics and disclosures from " Lafayette Investments, Inc."'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MKL, WMT, JNJ, LUK. These five stock positions account for 26.26% of " Lafayette Investments, Inc."'s total stock portfolio.
- Added to shares of WFC, XOM, JPM, CB, MKL, LUK, MSFT, GLW, WMT, Crimson Wine.
- Started new stock positions in BMY, JPM, Thermoenergy, Honeywell Intl, Crimson Wine, TEVA, CB.
- Reduced shares in these stocks: GPC, DIS, MKC, HCP, Avalonbay Cmntys, MHK, LOW, FRT, NSRGY, Royal Dutch Petroleum Co ny reg.
- Sold out of its positions in HCP, Avalonbay Cmntys.
- As of March 31, 2013, " Lafayette Investments, Inc." has $215.46M in assets under management (AUM). Assets under management grew from a total value of $186.04M to $215.46M.
- Independent of market fluctuations, " Lafayette Investments, Inc." was a net buyer by $2.89M worth of stocks in the most recent quarter.
" Lafayette Investments, Inc." portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway | 7.66 | 158438 | 104.20 | 0.00 | |
| MKL | Markel Corporation | 5.39 | +3.00% | 23057 | 503.49 | 527.09 |
| WMT | Wal-Mart Stores | 4.92 | +3.00% | 141548 | 74.83 | 75.68 |
| JNJ | Johnson & Johnson | 4.49 | 118631 | 81.53 | 86.09 | |
| LUK | Leucadia National | 3.81 | +4.00% | 298990 | 27.43 | 26.84 |
| XOM | Exxon Mobil Corporation | 3.58 | +5.00% | 85714 | 90.11 | 92.01 |
| WAG | Walgreen Company | 3.11 | 140707 | 47.68 | 51.17 | |
| NSC | Norfolk Southern | 3.08 | 86141 | 77.08 | 76.95 | |
| PAYX | Paychex | 3.00 | 184185 | 35.06 | 37.81 | |
| Y | Alleghany Corporation | 3.00 | +2.00% | 16327 | 395.91 | 388.36 |
| Covidien | 2.90 | 92041 | 67.84 | 0.00 | ||
| L | Loews Corporation | 2.84 | +4.00% | 139044 | 44.07 | 45.13 |
| SYY | SYSCO Corporation | 2.71 | 166270 | 35.17 | 34.61 | |
| KO | Coca-Cola Company | 2.59 | 138205 | 40.44 | 41.36 | |
| PG | Procter & Gamble Company | 2.59 | 72482 | 77.05 | 79.14 | |
| PGR | Progressive Corporation | 2.57 | 218941 | 25.27 | 25.39 | |
| GPC | Genuine Parts Company | 2.48 | -16.00% | 68602 | 78.00 | 79.52 |
| MSFT | Microsoft Corporation | 2.37 | +6.00% | 178181 | 28.61 | 34.92 |
| PEP | Pepsi | 2.26 | +2.00% | 61510 | 79.11 | 82.55 |
| DIS | Walt Disney Company | 2.14 | -8.00% | 81234 | 56.80 | 65.46 |
| DELL | Dell | 2.06 | 310357 | 14.33 | 13.46 | |
| HAS | Hasbro | 2.02 | +5.00% | 99069 | 43.94 | 44.98 |
| DOV | Dover Corporation | 2.00 | +2.00% | 59236 | 72.88 | 80.39 |
| BECTON DICKINSON & CO Com Stk | 1.92 | 43160 | 95.62 | 0.00 | ||
| WFC | Wells Fargo & Company | 1.83 | +27.00% | 106451 | 36.99 | 40.79 |
| MMC | Marsh & McLennan Companies | 1.77 | 100325 | 37.97 | 40.01 | |
| MKC | McCormick & Company, Incorporated | 1.77 | -8.00% | 51836 | 73.56 | 73.01 |
| Te Connectivity Ltd for | 1.67 | -2.00% | 85567 | 41.93 | 0.00 | |
| SASR | Sandy Spring Ban | 1.38 | +6.00% | 147486 | 20.10 | 21.60 |
| GLW | Corning Incorporated | 1.32 | +12.00% | 214149 | 13.33 | 15.01 |
| HD | Home Depot | 1.28 | -3.00% | 39422 | 69.78 | 76.88 |
| LOW | Lowe's Companies | 1.13 | -8.00% | 63925 | 37.92 | 41.44 |
| TGT | Target Corporation | 0.94 | 29525 | 68.45 | 69.75 | |
| WPO | Washington Post Company | 0.94 | 4552 | 447.06 | 490.28 | |
| Tyco International Ltd S hs | 0.85 | 56902 | 32.00 | 0.00 | ||
| GSK | GlaxoSmithKline | 0.82 | -2.00% | 37815 | 46.91 | 52.22 |
| JOE | St. Joe Company | 0.81 | 82339 | 21.25 | 21.16 | |
| NSRGY | Nestle SA Reg Shs. Ser. B Spons | 0.68 | -6.00% | 20287 | 72.46 | 67.86 |
| Adt | 0.67 | 29320 | 48.94 | 0.00 | ||
| Allergan Inc Com Stk | 0.60 | -3.00% | 11550 | 111.60 | 0.00 | |
| ISCA | International Speedway Corporation | 0.49 | 32387 | 32.67 | 33.95 | |
| BAC | Bank of America Corporation | 0.48 | 84808 | 12.18 | 13.19 | |
| Pentair | 0.46 | +33.00% | 18675 | 52.74 | 0.00 | |
| PFE | Pfizer | 0.36 | +12.00% | 26769 | 28.88 | 29.48 |
| Berkshire Hathaway Inc-cl A cl a 0 | 0.29 | 4 | 156250.00 | 0.00 | ||
| IBM | International Business Machines | 0.27 | +41.00% | 2746 | 213.40 | 204.88 |
| GE | General Electric Company | 0.25 | +8.00% | 23379 | 23.14 | 24.23 |
| FBAK | First National Bank Alaska | 0.23 | 287 | 1707.32 | 1760.00 | |
| MHK | Mohawk Industries | 0.21 | -33.00% | 4050 | 113.09 | 116.34 |
| Royal Dutch Petroleum Co ny reg | 0.20 | -19.00% | 6520 | 65.18 | 0.00 | |
| CVX | Chevron Corporation | 0.19 | 3390 | 118.88 | 121.70 | |
| WRE | Washington Real Estate Investment Trust | 0.19 | 14503 | 27.86 | 26.90 | |
| T | AT&T; | 0.18 | -2.00% | 10468 | 36.68 | 35.95 |
| VZ | Verizon Communications | 0.17 | -10.00% | 7384 | 49.16 | 51.07 |
| CB | Chubb Corporation | 0.16 | NEW | 4000 | 87.50 | 87.12 |
| JPM | JPMorgan Chase & Co. | 0.16 | NEW | 7461 | 47.45 | 53.78 |
| Beam | 0.16 | 5421 | 63.46 | 0.00 | ||
| PM | Philip Morris International | 0.15 | 3512 | 92.82 | 92.77 | |
| SOR | Source Capital | 0.14 | 5248 | 58.69 | 63.50 | |
| SPY | SPDR S&P; 500 ETF | 0.13 | 1728 | 156.83 | 165.58 | |
| GLD | SPDR Gold Trust | 0.13 | 1772 | 154.63 | 132.83 | |
| FRT | Federal Realty Inv. Trust | 0.13 | -39.00% | 2500 | 108.00 | 103.72 |
| Crimson Wine | 0.13 | NEW | 29344 | 9.30 | 0.00 | |
| BMY | Bristol Myers Squibb | 0.11 | NEW | 5910 | 41.12 | 46.54 |
| EFA | iShares MSCI EAFE Index Fund | 0.11 | 4065 | 59.04 | 61.04 | |
| BXP | Boston Properties | 0.11 | 2400 | 101.25 | 110.61 | |
| Alerus Finl | 0.11 | 6700 | 34.18 | 0.00 | ||
| COST | Costco Wholesale Corporation | 0.10 | 2126 | 106.30 | 112.04 | |
| Honeywell Intl | 0.10 | NEW | 3000 | 75.33 | 0.00 | |
| TEVA | Teva Pharmaceutical Industries | 0.09 | NEW | 5050 | 39.60 | 39.48 |
| Tearlab | 0.04 | 12390 | 6.86 | 0.00 | ||
| DVD | Dover Motorsports | 0.03 | 28469 | 2.00 | 2.19 | |
| Braintech | 0.00 | 35000 | 0.00 | 0.00 | ||
| Thermoenergy | 0.00 | NEW | 25000 | 0.04 | 0.00 |
Past 13F-HR SEC Filings for " Lafayette Investments, Inc."
- " Lafayette Investments, Inc." 2012 Q4 - filed Feb. 15, 2013
- " Lafayette Investments, Inc." 2012 Q3 - filed Nov. 15, 2012
- " Lafayette Investments, Inc." 2012 Q2 - filed Aug. 10, 2012
- " Lafayette Investments, Inc." 2012 Q1 - filed May 10, 2012
- " Lafayette Investments, Inc." 2011 Q4 amended - filed Feb. 7, 2012
- " Lafayette Investments, Inc." 2011 Q4 - filed Feb. 3, 2012
- " Lafayette Investments, Inc." 2011 Q3 - filed Nov. 14, 2011
- " Lafayette Investments, Inc." 2011 Q2 - filed Aug. 11, 2011
- Lafayette Investments 2011 Q1 - filed May 16, 2011