Lafayette Investments

Lafayette Investments as of Sept. 30, 2013

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 66 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.6 $18M 155k 113.51
Markel Corporation (MKL) 5.8 $12M 23k 517.78
Wal-Mart Stores (WMT) 5.1 $10M 141k 73.96
Johnson & Johnson (JNJ) 4.9 $10M 117k 86.69
Leucadia National 4.0 $8.2M 300k 27.24
Walgreen Company 3.8 $7.8M 145k 53.80
Exxon Mobil Corporation (XOM) 3.6 $7.4M 86k 86.04
Norfolk Southern (NSC) 3.3 $6.8M 87k 77.35
Alleghany Corporation 3.3 $6.7M 17k 409.62
Loews Corporation (L) 3.2 $6.5M 139k 46.74
Progressive Corporation (PGR) 3.0 $6.2M 227k 27.23
Microsoft Corporation (MSFT) 2.8 $5.8M 176k 33.28
Covidien 2.7 $5.5M 91k 60.94
Procter & Gamble Company (PG) 2.6 $5.4M 72k 75.59
SYSCO Corporation (SYY) 2.5 $5.2M 165k 31.83
Coca-Cola Company (KO) 2.5 $5.1M 135k 37.88
Genuine Parts Company (GPC) 2.4 $4.9M 60k 80.89
Pepsi (PEP) 2.4 $4.8M 61k 79.49
Dover Corporation (DOV) 2.3 $4.7M 52k 89.83
Paychex (PAYX) 2.2 $4.6M 113k 40.64
Hasbro (HAS) 2.2 $4.5M 96k 47.14
Wells Fargo & Company (WFC) 2.1 $4.4M 106k 41.32
Becton Dickinson 2.1 $4.2M 43k 100.02
Dell 1.9 $3.9M 285k 13.75
Walt Disney Company (DIS) 1.9 $3.9M 60k 64.50
Sandy Spring Ban (SASR) 1.7 $3.4M 146k 23.24
McCormick & Company, Incorporated (MKC) 1.6 $3.3M 50k 64.71
Marsh & McLennan Companies (MMC) 1.5 $3.1M 72k 43.56
Corning Incorporated (GLW) 1.5 $3.0M 208k 14.59
Washington Post Company 1.3 $2.8M 4.5k 611.30
Tyco International Ltd S hs 0.9 $1.9M 56k 34.98
GlaxoSmithKline 0.9 $1.9M 38k 50.17
Target Corporation (TGT) 0.9 $1.8M 29k 63.99
St. Joe Company (JOE) 0.8 $1.6M 81k 19.62
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.7 $1.4M 20k 69.61
Pentair 0.6 $1.2M 18k 64.95
Bank of America Corporation (BAC) 0.6 $1.2M 84k 13.80
Adt 0.6 $1.2M 29k 40.67
International Speedway Corporation 0.5 $1.0M 32k 32.26
Allergan 0.5 $966k 11k 90.49
Pfizer (PFE) 0.4 $757k 26k 28.71
Berkshire Hathaway Inc-cl A 0.3 $682k 4.00 170500.00
General Electric Company 0.3 $535k 22k 23.91
International Business Machines (IBM) 0.2 $509k 2.7k 185.36
Mallinckrodt Pub 0.2 $495k 11k 44.08
First Natl Bk Alaska 0.2 $454k 256.00 1773.44
Royal Dutch Petroleum Co ny reg 0.2 $428k 6.5k 65.64
Chevron Corporation (CVX) 0.2 $412k 3.4k 121.53
At&t (T) 0.2 $414k 12k 33.83
JPMorgan Chase & Co. (JPM) 0.2 $397k 7.7k 51.67
Verizon Communications (VZ) 0.2 $371k 7.9k 46.71
Washington Real Estate Investment Trust (ELME) 0.2 $366k 15k 25.24
Chubb Corporation 0.2 $357k 4.0k 89.25
Beam 0.2 $341k 5.3k 64.69
Source Capital 0.2 $334k 5.4k 62.14
Philip Morris International (PM) 0.1 $304k 3.5k 86.56
Alerus Finl (ALRS) 0.1 $285k 6.7k 42.54
Bristol Myers Squibb (BMY) 0.1 $274k 5.9k 46.36
iShares MSCI EAFE Index Fund (EFA) 0.1 $259k 4.1k 63.71
Boston Properties (BXP) 0.1 $257k 2.4k 107.08
Costco Wholesale Corporation (COST) 0.1 $245k 2.1k 115.24
Honeywell International (HON) 0.1 $249k 3.0k 83.00
Federal Realty Inv. Trust 0.1 $254k 2.5k 101.60
SPDR Gold Trust (GLD) 0.1 $227k 1.8k 128.10
Dover Motorsports 0.0 $68k 29k 2.39
Thermoenergy (TMEN) 0.0 $1.0k 25k 0.04