Lafayette Investments

Lafayette Investments as of March 31, 2017

Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 67 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 9.1 $25M 147k 166.68
Markel Corporation (MKL) 8.1 $22M 22k 975.85
Johnson & Johnson (JNJ) 4.9 $13M 105k 124.55
Alleghany Corporation 3.8 $10M 17k 614.67
Walgreen Boots Alliance 3.5 $9.5M 114k 83.05
Microsoft Corporation (MSFT) 3.4 $9.3M 141k 65.86
Leucadia National 3.3 $9.0M 346k 26.00
Progressive Corporation (PGR) 3.1 $8.5M 216k 39.18
International Business Machines (IBM) 3.0 $8.1M 46k 174.13
Norfolk Southern (NSC) 3.0 $8.0M 71k 111.97
Loews Corporation (L) 2.9 $7.7M 165k 46.77
Exxon Mobil Corporation (XOM) 2.7 $7.3M 89k 82.00
Colfax Corporation 2.7 $7.3M 187k 39.26
Madison Square Garden Cl A (MSGS) 2.7 $7.2M 36k 199.72
Hasbro (HAS) 2.6 $7.1M 71k 99.82
Wal-Mart Stores (WMT) 2.5 $6.7M 93k 72.08
Wells Fargo & Company (WFC) 2.5 $6.7M 120k 55.66
Pepsi (PEP) 2.5 $6.6M 59k 111.86
Walt Disney Company (DIS) 2.3 $6.2M 55k 113.38
T. Rowe Price (TROW) 2.2 $6.0M 87k 68.16
Discovery Communications 2.2 $5.9M 201k 29.09
Paychex (PAYX) 2.1 $5.6M 95k 58.90
Genuine Parts Company (GPC) 1.9 $5.1M 55k 92.42
Coca-Cola Company (KO) 1.8 $4.7M 111k 42.44
Ryanair Holdings (RYAAY) 1.7 $4.6M 56k 82.98
Bed Bath & Beyond 1.7 $4.6M 116k 39.46
Corning Incorporated (GLW) 1.6 $4.3M 161k 27.00
Sandy Spring Ban (SASR) 1.6 $4.3M 105k 40.99
Dover Corporation (DOV) 1.6 $4.3M 53k 80.35
Marsh & McLennan Companies (MMC) 1.6 $4.3M 58k 73.89
Becton Dickinson 1.5 $4.2M 23k 183.42
McCormick & Company, Incorporated (MKC) 1.2 $3.2M 32k 97.54
Cable One (CABO) 0.8 $2.0M 3.3k 624.54
Johnson Controls International Plc equity (JCI) 0.7 $2.0M 47k 42.13
Graham Hldgs (GHC) 0.7 $1.8M 3.0k 599.54
Diageo (DEO) 0.7 $1.8M 15k 115.60
Bank of America Corporation (BAC) 0.6 $1.7M 73k 23.59
GlaxoSmithKline 0.6 $1.6M 37k 42.16
Pentair cs (PNR) 0.6 $1.5M 24k 62.79
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.4 $1.2M 15k 76.88
Diamond Offshore Drilling 0.4 $1.1M 68k 16.72
Berkshire Hathaway Inc-cl A 0.3 $750k 3.00 250000.00
JPMorgan Chase & Co. (JPM) 0.2 $685k 7.8k 87.88
Pfizer (PFE) 0.2 $677k 20k 34.23
Allergan 0.2 $631k 2.6k 238.83
General Electric Company 0.2 $541k 18k 29.78
At&t (T) 0.2 $450k 11k 41.58
Washington Real Estate Investment Trust (ELME) 0.1 $409k 13k 31.25
Verizon Communications (VZ) 0.1 $371k 7.6k 48.72
Alerus Finl (ALRS) 0.1 $374k 20k 18.61
First Natl Bk Alaska 0.1 $387k 215.00 1800.00
Costco Wholesale Corporation (COST) 0.1 $340k 2.0k 167.82
Royal Dutch Petroleum Co ny reg 0.1 $337k 6.4k 52.66
Federal Realty Inv. Trust 0.1 $334k 2.5k 133.60
Boston Properties (BXP) 0.1 $318k 2.4k 132.50
Abbvie (ABBV) 0.1 $296k 4.5k 65.13
Teva Pharmaceutical Industries (TEVA) 0.1 $276k 8.6k 32.09
Altria (MO) 0.1 $276k 3.9k 71.45
BB&T Corporation 0.1 $260k 5.8k 44.74
Honeywell International (HON) 0.1 $271k 2.2k 124.77
McDonald's Corporation (MCD) 0.1 $238k 1.8k 129.56
iShares MSCI EAFE Index Fund (EFA) 0.1 $241k 3.9k 62.35
AvalonBay Communities (AVB) 0.1 $248k 1.4k 183.70
Source Capital 0.1 $241k 6.4k 37.60
Union Pacific Corporation (UNP) 0.1 $222k 2.1k 105.71
Dover Motorsports 0.1 $215k 98k 2.20
Allstate Corporation (ALL) 0.1 $200k 2.5k 81.33