Lafayette Investments

Lafayette Investments as of March 31, 2018

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 74 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 10.3 $28M 139k 199.48
Markel Corporation (MKL) 9.3 $25M 21k 1170.25
Johnson & Johnson (JNJ) 4.9 $13M 102k 128.15
Alleghany Corporation 3.9 $10M 17k 614.46
Madison Square Garden Cl A (MSGS) 3.4 $9.1M 37k 245.80
Progressive Corporation (PGR) 3.4 $9.0M 148k 60.93
T. Rowe Price (TROW) 3.1 $8.3M 77k 107.97
Loews Corporation (L) 3.1 $8.2M 165k 49.73
Leucadia National 2.9 $7.8M 345k 22.73
International Business Machines (IBM) 2.8 $7.5M 49k 153.44
Microsoft Corporation (MSFT) 2.5 $6.7M 74k 91.27
Wells Fargo & Company (WFC) 2.5 $6.6M 126k 52.41
Walgreen Boots Alliance 2.5 $6.6M 101k 65.47
Ryanair Holdings (RYAAY) 2.5 $6.6M 54k 122.86
Exxon Mobil Corporation (XOM) 2.4 $6.5M 88k 74.61
Discovery Communications 2.4 $6.4M 300k 21.43
Norfolk Southern (NSC) 2.3 $6.2M 46k 135.79
Colfax Corporation 2.2 $6.0M 187k 31.90
Hasbro (HAS) 2.1 $5.6M 67k 84.30
Paychex (PAYX) 2.0 $5.5M 89k 61.59
Pepsi (PEP) 2.0 $5.5M 50k 109.16
Norwegian Cruise Line Hldgs (NCLH) 1.8 $4.8M 91k 52.97
Corning Incorporated (GLW) 1.8 $4.8M 172k 27.88
Genuine Parts Company (GPC) 1.8 $4.7M 52k 89.84
Wal-Mart Stores (WMT) 1.7 $4.7M 52k 88.97
Marsh & McLennan Companies (MMC) 1.6 $4.4M 53k 82.59
Coca-Cola Company (KO) 1.5 $4.1M 93k 43.43
Sandy Spring Ban (SASR) 1.4 $3.7M 97k 38.76
Dover Corporation (DOV) 1.4 $3.7M 37k 98.22
Walt Disney Company (DIS) 1.3 $3.6M 36k 100.45
Becton Dickinson 1.1 $3.1M 14k 216.73
Cable One (CABO) 0.8 $2.2M 3.2k 687.26
Bank of America Corporation (BAC) 0.8 $2.2M 72k 29.99
Diageo (DEO) 0.8 $2.1M 15k 135.40
Johnson Controls International Plc equity (JCI) 0.6 $1.7M 48k 35.24
Graham Hldgs (GHC) 0.6 $1.6M 2.7k 602.21
Tripadvisor (TRIP) 0.6 $1.6M 39k 40.90
Pentair cs (PNR) 0.6 $1.6M 24k 68.12
Whirlpool Corporation (WHR) 0.6 $1.6M 10k 153.11
Intel Corporation (INTC) 0.5 $1.4M 27k 52.07
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.5 $1.2M 15k 79.03
GlaxoSmithKline 0.4 $1.1M 29k 39.08
Diamond Offshore Drilling 0.4 $1.1M 75k 14.66
Berkshire Hathaway Inc-cl A 0.3 $897k 3.00 299000.00
JPMorgan Chase & Co. (JPM) 0.3 $874k 8.0k 109.94
Fairfax Financial Holdings Lim (FRFHF) 0.3 $825k 1.6k 508.95
Apple (AAPL) 0.3 $807k 4.8k 167.74
Delta Air Lines (DAL) 0.2 $635k 12k 54.81
Pfizer (PFE) 0.2 $591k 17k 35.49
Alerus Finl (ALRS) 0.2 $475k 20k 23.63
First Natl Bk Alaska 0.2 $449k 214.00 2098.13
Abbvie (ABBV) 0.2 $438k 4.6k 94.72
Royal Dutch Petroleum Co ny reg 0.1 $408k 6.4k 63.75
Costco Wholesale Corporation (COST) 0.1 $372k 2.0k 188.26
At&t (T) 0.1 $371k 10k 35.61
Verizon Communications (VZ) 0.1 $361k 7.6k 47.78
Washington Real Estate Investment Trust (ELME) 0.1 $358k 13k 27.29
General Electric Company 0.1 $325k 24k 13.48
Honeywell International (HON) 0.1 $314k 2.2k 144.57
McDonald's Corporation (MCD) 0.1 $288k 1.8k 156.18
Teva Pharmaceutical Industries (TEVA) 0.1 $305k 18k 17.09
BB&T Corporation 0.1 $302k 5.8k 52.10
Amazon (AMZN) 0.1 $307k 212.00 1448.11
Federal Realty Inv. Trust 0.1 $290k 2.5k 116.00
Boston Properties (BXP) 0.1 $296k 2.4k 123.33
Abbott Laboratories (ABT) 0.1 $256k 4.3k 59.94
Union Pacific Corporation (UNP) 0.1 $269k 2.0k 134.50
iShares MSCI EAFE Index Fund (EFA) 0.1 $269k 3.9k 69.60
Liberty Media Corp Series C Li 0.1 $267k 8.7k 30.80
Altria (MO) 0.1 $246k 3.9k 62.42
Dover Motorsports 0.1 $251k 119k 2.10
FedEx Corporation (FDX) 0.1 $219k 910.00 240.66
Allstate Corporation (ALL) 0.1 $214k 2.3k 94.73
AvalonBay Communities (AVB) 0.1 $222k 1.4k 164.44