Lafayette Investments

Lafayette Investments as of Dec. 31, 2013

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 67 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.4 $18M 152k 118.56
Markel Corporation (MKL) 6.2 $13M 23k 580.36
Wal-Mart Stores (WMT) 5.1 $11M 139k 78.69
Johnson & Johnson (JNJ) 4.9 $10M 114k 91.59
Exxon Mobil Corporation (XOM) 4.1 $8.7M 86k 101.20
Leucadia National 3.9 $8.4M 295k 28.34
Norfolk Southern (NSC) 3.7 $7.8M 85k 92.83
Walgreen Company 3.6 $7.6M 133k 57.44
Alleghany Corporation 3.2 $6.8M 17k 399.98
Loews Corporation (L) 3.1 $6.7M 138k 48.24
Microsoft Corporation (MSFT) 3.0 $6.4M 171k 37.41
Progressive Corporation (PGR) 2.8 $6.1M 223k 27.27
Covidien 2.8 $6.1M 89k 68.10
Procter & Gamble Company (PG) 2.8 $5.9M 72k 81.41
SYSCO Corporation (SYY) 2.7 $5.8M 162k 36.10
Coca-Cola Company (KO) 2.6 $5.5M 134k 41.31
Hasbro (HAS) 2.4 $5.2M 94k 55.01
Paychex (PAYX) 2.4 $5.1M 111k 45.53
Pepsi (PEP) 2.4 $5.0M 61k 82.94
Genuine Parts Company (GPC) 2.3 $4.9M 59k 83.20
Dover Corporation (DOV) 2.2 $4.8M 50k 96.55
Wells Fargo & Company (WFC) 2.2 $4.7M 105k 45.40
Becton Dickinson 2.1 $4.5M 41k 110.49
Walt Disney Company (DIS) 2.0 $4.4M 57k 76.41
Sandy Spring Ban (SASR) 1.9 $4.0M 143k 28.19
Corning Incorporated (GLW) 1.7 $3.6M 201k 17.82
McCormick & Company, Incorporated (MKC) 1.6 $3.4M 49k 68.92
Marsh & McLennan Companies (MMC) 1.5 $3.2M 65k 48.36
Graham Hldgs (GHC) 1.4 $3.0M 4.5k 663.25
Tyco International Ltd S hs 1.1 $2.2M 55k 41.04
GlaxoSmithKline 0.9 $2.0M 37k 53.40
Target Corporation (TGT) 0.8 $1.8M 28k 63.25
Pentair 0.6 $1.3M 17k 77.65
Bank of America Corporation (BAC) 0.6 $1.2M 80k 15.57
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.6 $1.2M 16k 73.60
Allergan 0.6 $1.2M 11k 111.10
Adt 0.5 $1.1M 28k 40.46
International Speedway Corporation 0.5 $1.1M 31k 35.45
Pfizer (PFE) 0.3 $687k 22k 30.63
General Electric Company 0.3 $627k 22k 28.02
International Business Machines (IBM) 0.3 $571k 3.0k 187.46
Mallinckrodt Pub 0.3 $571k 11k 52.30
Berkshire Hathaway Inc-cl A 0.2 $534k 3.00 178000.00
JPMorgan Chase & Co. (JPM) 0.2 $449k 7.7k 58.43
Royal Dutch Petroleum Co ny reg 0.2 $456k 6.4k 71.25
First Natl Bk Alaska 0.2 $448k 256.00 1750.00
Chevron Corporation (CVX) 0.2 $423k 3.4k 124.78
At&t (T) 0.2 $431k 12k 35.20
Philip Morris International (PM) 0.2 $401k 4.6k 87.08
Chubb Corporation 0.2 $387k 4.0k 96.75
Verizon Communications (VZ) 0.2 $390k 7.9k 49.10
Source Capital 0.2 $365k 5.4k 67.13
Beam 0.2 $359k 5.3k 68.11
Washington Real Estate Investment Trust (ELME) 0.2 $339k 15k 23.37
Alerus Finl (ALRS) 0.2 $338k 6.7k 50.45
Honeywell International (HON) 0.1 $274k 3.0k 91.33
iShares MSCI EAFE Index Fund (EFA) 0.1 $273k 4.1k 67.16
Costco Wholesale Corporation (COST) 0.1 $253k 2.1k 119.00
Federal Realty Inv. Trust 0.1 $254k 2.5k 101.60
Bristol Myers Squibb (BMY) 0.1 $245k 4.6k 53.15
Boston Properties (BXP) 0.1 $241k 2.4k 100.42
Teva Pharmaceutical Industries (TEVA) 0.1 $222k 5.6k 40.00
Altria (MO) 0.1 $213k 5.5k 38.46
BB&T Corporation 0.1 $217k 5.8k 37.24
SPDR Gold Trust (GLD) 0.1 $206k 1.8k 116.25
Dover Motorsports 0.0 $71k 29k 2.49
Thermoenergy (TMEN) 0.0 $1.0k 25k 0.04