Lafayette Investments

Lafayette Investments as of June 30, 2014

Portfolio Holdings for Lafayette Investments

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 8.6 $20M 154k 126.56
Markel Corporation (MKL) 6.8 $16M 24k 655.62
Johnson & Johnson (JNJ) 5.3 $12M 114k 104.62
Wal-Mart Stores (WMT) 4.6 $11M 140k 75.07
Walgreen Company 4.3 $9.9M 133k 74.13
Exxon Mobil Corporation (XOM) 3.8 $8.7M 86k 100.68
Norfolk Southern (NSC) 3.8 $8.6M 84k 103.03
Covidien 3.5 $8.0M 89k 90.18
Leucadia National 3.4 $7.7M 294k 26.22
Alleghany Corporation 3.4 $7.7M 18k 438.12
Microsoft Corporation (MSFT) 3.1 $7.2M 172k 41.70
Loews Corporation (L) 3.0 $6.8M 156k 44.01
Coca-Cola Company (KO) 3.0 $6.7M 159k 42.36
Bed Bath & Beyond 2.6 $5.9M 103k 57.38
Progressive Corporation (PGR) 2.5 $5.7M 227k 25.36
Procter & Gamble Company (PG) 2.5 $5.7M 73k 78.58
Pepsi (PEP) 2.4 $5.6M 62k 89.33
Wells Fargo & Company (WFC) 2.4 $5.5M 105k 52.56
Genuine Parts Company (GPC) 2.3 $5.2M 60k 87.80
Hasbro (HAS) 2.2 $5.0M 94k 53.05
Walt Disney Company (DIS) 2.1 $4.9M 57k 85.74
Becton Dickinson 2.1 $4.9M 41k 118.29
Paychex (PAYX) 2.0 $4.6M 111k 41.56
Dover Corporation (DOV) 2.0 $4.5M 50k 90.96
McCormick & Company, Incorporated (MKC) 1.8 $4.1M 58k 71.59
Sandy Spring Ban (SASR) 1.6 $3.6M 146k 24.91
Marsh & McLennan Companies (MMC) 1.5 $3.3M 64k 51.82
Graham Hldgs (GHC) 1.4 $3.2M 4.4k 718.02
Corning Incorporated (GLW) 1.3 $3.0M 138k 21.95
Tyco International Ltd S hs 1.1 $2.5M 55k 45.61
GlaxoSmithKline 0.9 $2.0M 37k 53.48
Allergan 0.8 $1.8M 11k 169.18
Target Corporation (TGT) 0.7 $1.6M 28k 57.96
Bank of America Corporation (BAC) 0.5 $1.2M 80k 15.37
Pentair cs (PNR) 0.5 $1.2M 17k 72.12
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.5 $1.2M 15k 77.66
International Speedway Corporation 0.5 $1.0M 32k 33.26
Adt 0.4 $991k 28k 34.94
Knowles (KN) 0.3 $808k 26k 30.74
Pfizer (PFE) 0.3 $666k 22k 29.69
General Electric Company 0.2 $572k 22k 26.26
Berkshire Hathaway Inc-cl A 0.2 $570k 3.00 190000.00
International Business Machines (IBM) 0.2 $528k 2.9k 181.32
Royal Dutch Petroleum Co ny reg 0.2 $527k 6.4k 82.34
JPMorgan Chase & Co. (JPM) 0.2 $443k 7.7k 57.65
Chevron Corporation (CVX) 0.2 $443k 3.4k 130.68
At&t (T) 0.2 $433k 12k 35.32
First Natl Bk Alaska 0.2 $402k 231.00 1740.26
Verizon Communications (VZ) 0.2 $397k 8.1k 48.98
Philip Morris International (PM) 0.2 $388k 4.6k 84.26
Washington Real Estate Investment Trust (ELME) 0.2 $377k 15k 25.99
Source Capital 0.2 $389k 5.6k 69.91
Chubb Corporation 0.2 $369k 4.0k 92.25
Alerus Finl (ALRS) 0.2 $353k 6.7k 52.69
Federal Realty Inv. Trust 0.1 $302k 2.5k 120.80
Teva Pharmaceutical Industries (TEVA) 0.1 $283k 5.4k 52.41
Honeywell International (HON) 0.1 $279k 3.0k 93.00
iShares MSCI EAFE Index Fund (EFA) 0.1 $271k 4.0k 68.35
Boston Properties (BXP) 0.1 $284k 2.4k 118.33
Costco Wholesale Corporation (COST) 0.1 $245k 2.1k 115.24
Altria (MO) 0.1 $235k 5.6k 41.97
BB&T Corporation 0.1 $230k 5.8k 39.47
SPDR Gold Trust (GLD) 0.1 $227k 1.8k 128.10
Dover Motorsports 0.1 $188k 65k 2.89
Thermoenergy (TMEN) 0.0 $0 25k 0.00