Lafayette Investments

Lafayette Investments as of Dec. 31, 2014

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 67 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 9.6 $23M 152k 150.15
Markel Corporation (MKL) 6.8 $16M 24k 682.85
Wal-Mart Stores (WMT) 5.0 $12M 140k 85.88
Johnson & Johnson (JNJ) 5.0 $12M 114k 104.57
Walgreen Boots Alliance 4.2 $10M 132k 76.20
Norfolk Southern (NSC) 3.9 $9.2M 84k 109.60
Exxon Mobil Corporation (XOM) 3.6 $8.7M 94k 92.45
Alleghany Corporation 3.4 $8.1M 17k 463.52
Bed Bath & Beyond 3.4 $8.0M 105k 76.17
Microsoft Corporation (MSFT) 3.3 $7.9M 169k 46.45
Leucadia National 2.9 $6.8M 304k 22.42
Coca-Cola Company (KO) 2.8 $6.6M 157k 42.22
Loews Corporation (L) 2.8 $6.6M 158k 42.02
Procter & Gamble Company (PG) 2.8 $6.6M 72k 91.09
Progressive Corporation (PGR) 2.6 $6.1M 227k 26.99
Genuine Parts Company (GPC) 2.5 $6.0M 57k 106.57
Wells Fargo & Company (WFC) 2.5 $6.0M 110k 54.82
Pepsi (PEP) 2.5 $5.9M 62k 94.56
Becton Dickinson 2.4 $5.6M 40k 139.17
Walt Disney Company (DIS) 2.2 $5.3M 57k 94.18
Hasbro (HAS) 2.1 $5.1M 93k 54.99
Paychex (PAYX) 2.1 $5.1M 111k 46.17
McCormick & Company, Incorporated (MKC) 1.8 $4.3M 58k 74.30
Covidien 1.8 $4.2M 41k 102.28
Sandy Spring Ban (SASR) 1.6 $3.8M 145k 26.08
Graham Hldgs (GHC) 1.6 $3.7M 4.3k 863.58
Dover Corporation (DOV) 1.5 $3.6M 51k 71.72
Marsh & McLennan Companies (MMC) 1.5 $3.6M 63k 57.24
Corning Incorporated (GLW) 1.3 $3.1M 136k 22.93
Tyco International Ltd S hs 1.0 $2.4M 54k 43.86
Target Corporation (TGT) 0.9 $2.1M 28k 75.89
Diamond Offshore Drilling 0.8 $1.8M 49k 36.72
GlaxoSmithKline 0.7 $1.6M 37k 42.73
Allergan 0.6 $1.5M 7.2k 212.54
Bank of America Corporation (BAC) 0.6 $1.4M 78k 17.89
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.5 $1.1M 15k 72.92
Pentair cs (PNR) 0.5 $1.1M 17k 66.44
Adt 0.4 $1.0M 28k 36.23
International Speedway Corporation 0.4 $983k 31k 31.65
Knowles (KN) 0.3 $707k 30k 23.54
Pfizer (PFE) 0.3 $693k 22k 31.14
Berkshire Hathaway Inc-cl A 0.3 $678k 3.00 226000.00
General Electric Company 0.2 $531k 21k 25.25
JPMorgan Chase & Co. (JPM) 0.2 $481k 7.7k 62.60
International Business Machines (IBM) 0.2 $467k 2.9k 160.37
At&t (T) 0.2 $421k 13k 33.60
Royal Dutch Petroleum Co ny reg 0.2 $428k 6.4k 66.88
Chubb Corporation 0.2 $414k 4.0k 103.50
Washington Real Estate Investment Trust (ELME) 0.2 $395k 14k 27.64
Source Capital 0.2 $412k 5.8k 71.37
Alerus Finl (ALRS) 0.2 $397k 20k 19.75
Chevron Corporation (CVX) 0.2 $380k 3.4k 112.09
Verizon Communications (VZ) 0.2 $389k 8.3k 46.79
Philip Morris International (PM) 0.1 $368k 4.5k 81.38
First Natl Bk Alaska 0.1 $357k 225.00 1586.67
Federal Realty Inv. Trust 0.1 $334k 2.5k 133.60
Costco Wholesale Corporation (COST) 0.1 $301k 2.1k 141.58
Teva Pharmaceutical Industries (TEVA) 0.1 $302k 5.3k 57.52
Honeywell International (HON) 0.1 $300k 3.0k 100.00
Boston Properties (BXP) 0.1 $309k 2.4k 128.75
Altria (MO) 0.1 $275k 5.6k 49.35
Allstate Corporation (ALL) 0.1 $239k 3.4k 70.25
iShares MSCI EAFE Index Fund (EFA) 0.1 $241k 4.0k 60.78
BB&T Corporation 0.1 $226k 5.8k 38.89
AvalonBay Communities (AVB) 0.1 $221k 1.4k 163.70
SPDR Gold Trust (GLD) 0.1 $201k 1.8k 113.43
Dover Motorsports 0.1 $177k 68k 2.60