Lafayette Investments

Lafayette Investments as of March 31, 2014

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 65 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.8 $19M 155k 124.97
Markel Corporation (MKL) 6.5 $14M 24k 596.08
Johnson & Johnson (JNJ) 5.1 $11M 114k 98.23
Wal-Mart Stores (WMT) 4.9 $11M 140k 76.43
Walgreen Company 4.0 $8.8M 134k 66.03
Exxon Mobil Corporation (XOM) 3.8 $8.4M 86k 97.68
Leucadia National 3.8 $8.3M 295k 28.00
Norfolk Southern (NSC) 3.7 $8.2M 84k 97.17
Alleghany Corporation 3.3 $7.2M 18k 407.39
Microsoft Corporation (MSFT) 3.2 $7.1M 172k 40.99
Loews Corporation (L) 3.1 $6.8M 154k 44.05
Covidien 3.0 $6.6M 89k 73.67
Coca-Cola Company (KO) 2.8 $6.1M 159k 38.66
Procter & Gamble Company (PG) 2.7 $5.8M 72k 80.60
Progressive Corporation (PGR) 2.5 $5.5M 228k 24.22
Wells Fargo & Company (WFC) 2.4 $5.2M 105k 49.74
Pepsi (PEP) 2.4 $5.2M 63k 83.50
Hasbro (HAS) 2.4 $5.2M 94k 55.62
Genuine Parts Company (GPC) 2.4 $5.2M 60k 86.85
Becton Dickinson 2.2 $4.9M 42k 117.08
Paychex (PAYX) 2.2 $4.8M 112k 42.60
Walt Disney Company (DIS) 2.1 $4.6M 57k 80.08
Corning Incorporated (GLW) 1.9 $4.2M 203k 20.82
McCormick & Company, Incorporated (MKC) 1.9 $4.2M 58k 71.73
Bed Bath & Beyond 1.9 $4.1M 59k 68.79
Dover Corporation (DOV) 1.9 $4.1M 50k 81.74
Sandy Spring Ban (SASR) 1.7 $3.6M 145k 24.98
Marsh & McLennan Companies (MMC) 1.5 $3.2M 65k 49.30
Graham Hldgs (GHC) 1.4 $3.1M 4.4k 703.83
Tyco International Ltd S hs 1.1 $2.3M 55k 42.40
GlaxoSmithKline 0.9 $2.0M 37k 53.43
Target Corporation (TGT) 0.8 $1.7M 28k 60.52
Bank of America Corporation (BAC) 0.6 $1.4M 80k 17.20
Pentair 0.6 $1.4M 17k 79.34
Allergan 0.6 $1.3M 11k 124.12
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.5 $1.2M 15k 75.19
International Speedway Corporation 0.5 $1.1M 32k 34.00
Adt 0.4 $849k 28k 29.94
Knowles (KN) 0.4 $830k 26k 31.58
Pfizer (PFE) 0.3 $720k 22k 32.10
General Electric Company 0.3 $579k 22k 25.87
International Business Machines (IBM) 0.3 $561k 2.9k 192.65
Berkshire Hathaway Inc-cl A 0.3 $562k 3.00 187333.33
JPMorgan Chase & Co. (JPM) 0.2 $466k 7.7k 60.65
Royal Dutch Petroleum Co ny reg 0.2 $468k 6.4k 73.12
At&t (T) 0.2 $430k 12k 35.10
First Natl Bk Alaska 0.2 $415k 236.00 1758.47
Chevron Corporation (CVX) 0.2 $403k 3.4k 118.88
Verizon Communications (VZ) 0.2 $386k 8.1k 47.62
Philip Morris International (PM) 0.2 $377k 4.6k 81.87
Source Capital (SOR) 0.2 $378k 5.5k 68.73
Alerus Finl (ALRS) 0.2 $368k 6.7k 54.93
Chubb Corporation 0.2 $357k 4.0k 89.25
Washington Real Estate Investment Trust (ELME) 0.2 $346k 15k 23.86
Teva Pharmaceutical Industries (TEVA) 0.1 $285k 5.4k 52.78
Honeywell International (HON) 0.1 $278k 3.0k 92.67
Federal Realty Inv. Trust 0.1 $287k 2.5k 114.80
Boston Properties (BXP) 0.1 $275k 2.4k 114.58
iShares MSCI EAFE Index Fund (EFA) 0.1 $273k 4.1k 67.16
Costco Wholesale Corporation (COST) 0.1 $237k 2.1k 111.48
BB&T Corporation 0.1 $234k 5.8k 40.16
SPDR Gold Trust (GLD) 0.1 $219k 1.8k 123.59
Altria (MO) 0.1 $208k 5.6k 37.35
Dover Motorsports 0.0 $71k 29k 2.49
Thermoenergy (TMEN) 0.0 $1.0k 25k 0.04