Lafayette Investments

Lafayette Investments as of March 31, 2015

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 68 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 9.3 $22M 152k 144.32
Markel Corporation (MKL) 7.7 $18M 24k 768.96
Wal-Mart Stores (WMT) 4.8 $11M 139k 82.25
Johnson & Johnson (JNJ) 4.8 $11M 112k 100.60
Walgreen Boots Alliance 4.7 $11M 131k 84.68
Norfolk Southern (NSC) 3.6 $8.6M 84k 102.92
Alleghany Corporation 3.6 $8.5M 17k 486.97
Bed Bath & Beyond 3.4 $8.1M 105k 76.78
Exxon Mobil Corporation (XOM) 3.4 $8.0M 94k 85.00
Microsoft Corporation (MSFT) 2.9 $6.8M 168k 40.66
Leucadia National 2.9 $6.8M 305k 22.29
Loews Corporation (L) 2.7 $6.4M 157k 40.83
Progressive Corporation (PGR) 2.6 $6.1M 225k 27.20
Wells Fargo & Company (WFC) 2.5 $6.0M 110k 54.40
Walt Disney Company (DIS) 2.5 $5.9M 57k 104.89
Hasbro (HAS) 2.5 $5.8M 92k 63.24
Pepsi (PEP) 2.4 $5.8M 60k 95.62
Becton Dickinson 2.4 $5.7M 40k 143.60
Paychex (PAYX) 2.3 $5.5M 110k 49.61
Colfax Corporation 2.3 $5.4M 114k 47.73
Coca-Cola Company (KO) 2.2 $5.3M 130k 40.55
Genuine Parts Company (GPC) 2.2 $5.2M 56k 93.20
McCormick & Company, Incorporated (MKC) 1.9 $4.4M 58k 77.10
Procter & Gamble Company (PG) 1.8 $4.1M 51k 81.94
Sandy Spring Ban (SASR) 1.6 $3.8M 144k 26.23
Dover Corporation (DOV) 1.5 $3.5M 51k 69.13
Marsh & McLennan Companies (MMC) 1.5 $3.5M 62k 56.08
Graham Hldgs (GHC) 1.5 $3.4M 3.3k 1049.62
Corning Incorporated (GLW) 1.3 $3.1M 136k 22.68
Medtronic (MDT) 1.3 $3.0M 39k 77.99
Tyco International Ltd S hs 1.0 $2.3M 53k 43.07
Target Corporation (TGT) 0.9 $2.2M 27k 82.07
GlaxoSmithKline 0.7 $1.7M 37k 46.15
Diamond Offshore Drilling 0.6 $1.3M 50k 26.79
Bank of America Corporation (BAC) 0.5 $1.2M 79k 15.38
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.5 $1.2M 15k 75.19
Pentair cs (PNR) 0.4 $1.1M 17k 62.89
International Speedway Corporation 0.4 $1.0M 31k 32.62
Actavis 0.3 $786k 2.6k 297.50
Pfizer (PFE) 0.3 $719k 21k 34.78
Berkshire Hathaway Inc-cl A 0.3 $652k 3.00 217333.33
Knowles (KN) 0.3 $598k 31k 19.27
International Business Machines (IBM) 0.2 $467k 2.9k 160.37
JPMorgan Chase & Co. (JPM) 0.2 $466k 7.7k 60.65
General Electric Company 0.2 $458k 19k 24.78
Source Capital 0.2 $428k 5.8k 73.28
At&t (T) 0.2 $409k 13k 32.63
Chubb Corporation 0.2 $404k 4.0k 101.00
Washington Real Estate Investment Trust (ELME) 0.2 $395k 14k 27.64
Verizon Communications (VZ) 0.2 $388k 8.0k 48.57
Alerus Finl (ALRS) 0.2 $382k 20k 19.00
Royal Dutch Petroleum Co ny reg 0.2 $382k 6.4k 59.69
Federal Realty Inv. Trust 0.2 $368k 2.5k 147.20
Chevron Corporation (CVX) 0.2 $356k 3.4k 105.01
First Natl Bk Alaska 0.2 $354k 225.00 1573.33
Boston Properties (BXP) 0.1 $337k 2.4k 140.42
Teva Pharmaceutical Industries (TEVA) 0.1 $327k 5.3k 62.29
Costco Wholesale Corporation (COST) 0.1 $322k 2.1k 151.46
Philip Morris International (PM) 0.1 $315k 4.2k 75.23
Honeywell International (HON) 0.1 $313k 3.0k 104.33
Altria (MO) 0.1 $263k 5.3k 49.97
iShares MSCI EAFE Index Fund (EFA) 0.1 $254k 4.0k 64.06
AvalonBay Communities (AVB) 0.1 $235k 1.4k 174.07
BB&T Corporation 0.1 $227k 5.8k 39.06
Allstate Corporation (ALL) 0.1 $222k 3.1k 71.13
Bristol Myers Squibb (BMY) 0.1 $217k 3.4k 64.58
SPDR Gold Trust (GLD) 0.1 $201k 1.8k 113.43
Dover Motorsports 0.1 $161k 68k 2.37