Lafayette Investments

Lafayette Investments as of June 30, 2013

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 70 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.4 $18M 156k 111.92
Markel Corporation (MKL) 5.8 $12M 23k 526.96
Wal-Mart Stores (WMT) 5.0 $10M 139k 74.49
Johnson & Johnson (JNJ) 4.8 $10M 117k 85.86
Leucadia National 3.8 $7.9M 300k 26.22
Exxon Mobil Corporation (XOM) 3.7 $7.7M 85k 90.36
Paychex (PAYX) 3.2 $6.7M 182k 36.51
Walgreen Company 3.0 $6.3M 142k 44.20
Alleghany Corporation 3.0 $6.2M 16k 383.30
Norfolk Southern (NSC) 3.0 $6.2M 85k 72.65
Loews Corporation (L) 3.0 $6.1M 138k 44.40
Microsoft Corporation (MSFT) 2.9 $6.1M 175k 34.55
Progressive Corporation (PGR) 2.8 $5.8M 227k 25.42
Covidien 2.7 $5.7M 91k 62.84
SYSCO Corporation (SYY) 2.7 $5.6M 165k 34.16
Procter & Gamble Company (PG) 2.6 $5.5M 72k 76.99
Coca-Cola Company (KO) 2.6 $5.4M 135k 40.11
Pepsi (PEP) 2.4 $5.0M 61k 81.80
Genuine Parts Company (GPC) 2.3 $4.8M 61k 78.07
Dover Corporation (DOV) 2.1 $4.5M 58k 77.65
Hasbro (HAS) 2.1 $4.4M 98k 44.83
Wells Fargo & Company (WFC) 2.1 $4.4M 106k 41.27
Becton Dickinson 2.0 $4.2M 43k 98.82
Marsh & McLennan Companies (MMC) 1.9 $3.8M 96k 39.92
Walt Disney Company (DIS) 1.8 $3.8M 61k 63.15
Dell 1.8 $3.8M 287k 13.32
McCormick & Company, Incorporated (MKC) 1.7 $3.6M 51k 70.35
Te Connectivity Ltd for 1.7 $3.5M 77k 45.53
Sandy Spring Ban (SASR) 1.5 $3.2M 146k 21.62
Corning Incorporated (GLW) 1.4 $3.0M 208k 14.23
Washington Post Company 1.1 $2.2M 4.5k 483.72
Target Corporation (TGT) 0.9 $2.0M 29k 68.86
GlaxoSmithKline 0.9 $1.9M 38k 49.98
Tyco International Ltd S hs 0.9 $1.8M 56k 32.94
St. Joe Company (JOE) 0.8 $1.7M 82k 21.05
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.6 $1.3M 20k 65.77
Adt 0.6 $1.1M 29k 39.85
Bank of America Corporation (BAC) 0.5 $1.1M 84k 12.86
Pentair 0.5 $1.1M 18k 57.68
International Speedway Corporation 0.5 $1.0M 32k 31.48
Allergan 0.4 $899k 11k 84.22
Pfizer (PFE) 0.3 $739k 26k 28.03
Berkshire Hathaway Inc-cl A 0.3 $674k 4.00 168500.00
General Electric Company 0.3 $542k 23k 23.18
International Business Machines (IBM) 0.2 $525k 2.7k 191.19
First Natl Bk Alaska 0.2 $475k 276.00 1721.01
At&t (T) 0.2 $445k 13k 35.44
Verizon Communications (VZ) 0.2 $425k 8.4k 50.36
Royal Dutch Petroleum Co ny reg 0.2 $416k 6.5k 63.80
JPMorgan Chase & Co. (JPM) 0.2 $406k 7.7k 52.84
Chevron Corporation (CVX) 0.2 $401k 3.4k 118.29
Washington Real Estate Investment Trust (ELME) 0.2 $390k 15k 26.89
Chubb Corporation 0.2 $339k 4.0k 84.75
Source Capital 0.2 $328k 5.3k 61.76
Beam 0.2 $342k 5.4k 63.09
Philip Morris International (PM) 0.1 $304k 3.5k 86.56
Bristol Myers Squibb (BMY) 0.1 $264k 5.9k 44.67
Mohawk Industries (MHK) 0.1 $270k 2.4k 112.50
Federal Realty Inv. Trust 0.1 $259k 2.5k 103.60
Boston Properties (BXP) 0.1 $253k 2.4k 105.42
Alerus Finl (ALRS) 0.1 $260k 6.7k 38.81
Costco Wholesale Corporation (COST) 0.1 $235k 2.1k 110.54
Spdr S&p 500 Etf (SPY) 0.1 $237k 1.5k 160.35
Honeywell International (HON) 0.1 $238k 3.0k 79.33
iShares MSCI EAFE Index Fund (EFA) 0.1 $233k 4.1k 57.32
SPDR Gold Trust (GLD) 0.1 $211k 1.8k 119.07
Crimson Wine (CWGL) 0.1 $206k 24k 8.53
Dover Motorsports 0.0 $61k 29k 2.14
Braintech 0.0 $0 35k 0.00
Thermoenergy (TMEN) 0.0 $1.0k 25k 0.04