$208 Million is the total value of Lafayette Investments's 70 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | Berkshire Hathaway Inc-Cl B | $17,459,000 | – | 155,998 | +100.0% | 8.38% | – |
| MKL | New | Markel Corp Com | $11,971,000 | – | 22,717 | +100.0% | 5.74% | – |
| WMT | New | Wal Mart Stores Inc Com | $10,386,000 | – | 139,429 | +100.0% | 4.98% | – |
| JNJ | New | Johnson & Johnson | $10,027,000 | – | 116,788 | +100.0% | 4.81% | – |
| LUK | New | Leucadia National Corp | $7,863,000 | – | 299,891 | +100.0% | 3.77% | – |
| XOM | New | Exxon Mobil Corp | $7,711,000 | – | 85,341 | +100.0% | 3.70% | – |
| PAYX | New | Paychex Inc | $6,657,000 | – | 182,335 | +100.0% | 3.20% | – |
| WAG | New | Walgreen Co | $6,258,000 | – | 141,580 | +100.0% | 3.00% | – |
| Y | New | Alleghany Corp | $6,209,000 | – | 16,199 | +100.0% | 2.98% | – |
| NSC | New | Norfolk Southern Corp | $6,170,000 | – | 84,932 | +100.0% | 2.96% | – |
| L | New | Loews Corp | $6,143,000 | – | 138,345 | +100.0% | 2.95% | – |
| MSFT | New | Microsoft Corp Com | $6,052,000 | – | 175,183 | +100.0% | 2.90% | – |
| PGR | New | Progressive Corp Ohio Com | $5,771,000 | – | 227,041 | +100.0% | 2.77% | – |
| F113PS | New | Covidien PLC | $5,696,000 | – | 90,642 | +100.0% | 2.73% | – |
| SYY | New | Sysco Corp | $5,618,000 | – | 164,474 | +100.0% | 2.70% | – |
| PG | New | Procter & Gamble Co | $5,513,000 | – | 71,610 | +100.0% | 2.65% | – |
| KO | New | Coca-Cola Corp | $5,432,000 | – | 135,434 | +100.0% | 2.61% | – |
| PEP | New | Pepsico Inc | $4,980,000 | – | 60,883 | +100.0% | 2.39% | – |
| GPC | New | Genuine Parts Co Com | $4,776,000 | – | 61,177 | +100.0% | 2.29% | – |
| DOV | New | Dover Corp Com | $4,462,000 | – | 57,462 | +100.0% | 2.14% | – |
| HAS | New | Hasbro Inc Com | $4,385,000 | – | 97,804 | +100.0% | 2.10% | – |
| WFC | New | Wells Fargo & Co | $4,368,000 | – | 105,851 | +100.0% | 2.10% | – |
| New | Becton Dickinson & Co Com | $4,203,000 | – | 42,530 | +100.0% | 2.02% | – | |
| MMC | New | Marsh & McLennan Cos Com | $3,849,000 | – | 96,428 | +100.0% | 1.85% | – |
| DIS | New | Walt Disney Holding Co | $3,827,000 | – | 60,597 | +100.0% | 1.84% | – |
| DELL | New | Dell Computer Corp Com | $3,817,000 | – | 286,465 | +100.0% | 1.83% | – |
| MKC | New | McCormick & Co Inc Com Non Vtg | $3,575,000 | – | 50,817 | +100.0% | 1.72% | – |
| TEL | New | TE Connectivity Ltd | $3,499,000 | – | 76,842 | +100.0% | 1.68% | – |
| SASR | New | Sandy Spring Bancorp Com | $3,165,000 | – | 146,392 | +100.0% | 1.52% | – |
| GLW | New | Corning Inc Com | $2,964,000 | – | 208,276 | +100.0% | 1.42% | – |
| WPO | New | Washington Post Co Cl B | $2,184,000 | – | 4,515 | +100.0% | 1.05% | – |
| TGT | New | Target Corp Com | $1,978,000 | – | 28,725 | +100.0% | 0.95% | – |
| GSK | New | Glaxo Holdings Plc | $1,890,000 | – | 37,815 | +100.0% | 0.91% | – |
| TYC | New | Tyco Intl Ltd New Com | $1,831,000 | – | 55,579 | +100.0% | 0.88% | – |
| JOE | New | St Joe Corporation | $1,721,000 | – | 81,764 | +100.0% | 0.83% | – |
| NSRGY | New | Nestle Sa-Adr Repstg | $1,285,000 | – | 19,537 | +100.0% | 0.62% | – |
| ADT | New | ADT Corp | $1,140,000 | – | 28,608 | +100.0% | 0.55% | – |
| BAC | New | Bank Of Amer Corp | $1,074,000 | – | 83,508 | +100.0% | 0.52% | – |
| PNR | New | Pentair Ltd | $1,055,000 | – | 18,290 | +100.0% | 0.51% | – |
| ISCA | New | International Speedway Cl A | $1,015,000 | – | 32,238 | +100.0% | 0.49% | – |
| New | Allergan | $899,000 | – | 10,675 | +100.0% | 0.43% | – | |
| PFE | New | Pfizer Inc Com | $739,000 | – | 26,369 | +100.0% | 0.36% | – |
| New | Berkshire Hathaway Inc-Cl A | $674,000 | – | 4 | +100.0% | 0.32% | – | |
| GE | New | General Electric Corp | $542,000 | – | 23,379 | +100.0% | 0.26% | – |
| IBM | New | International Business Machine | $525,000 | – | 2,746 | +100.0% | 0.25% | – |
| New | First Natl Bk Alaska Com | $475,000 | – | 276 | +100.0% | 0.23% | – | |
| T | New | AT&T Inc | $445,000 | – | 12,558 | +100.0% | 0.21% | – |
| VZ | New | Verizon Communications Com | $425,000 | – | 8,439 | +100.0% | 0.20% | – |
| RD | New | Royal Dutch Shell Plc Adr Cl A | $416,000 | – | 6,520 | +100.0% | 0.20% | – |
| JPM | New | J P Morgan Chase And Co | $406,000 | – | 7,683 | +100.0% | 0.20% | – |
| CVX | New | Chevrontexaco Corp Com | $401,000 | – | 3,390 | +100.0% | 0.19% | – |
| WRE | New | Washington Real Estate Inv Tr | $390,000 | – | 14,503 | +100.0% | 0.19% | – |
| New | Beam Inc Com | $342,000 | – | 5,421 | +100.0% | 0.16% | – | |
| CB | New | Chubb Corp | $339,000 | – | 4,000 | +100.0% | 0.16% | – |
| SOR | New | Source Capital Inc | $328,000 | – | 5,311 | +100.0% | 0.16% | – |
| PM | New | Philip Morris Intl Inc Com | $304,000 | – | 3,512 | +100.0% | 0.15% | – |
| MHK | New | Mohawk Inds Inc Com | $270,000 | – | 2,400 | +100.0% | 0.13% | – |
| BMY | New | Bristol-Meyers Squibb | $264,000 | – | 5,910 | +100.0% | 0.13% | – |
| ALRS | New | Alerus Finl Corp Com | $260,000 | – | 6,700 | +100.0% | 0.12% | – |
| FRT | New | Federal Realty Invt Tr Sbi-New | $259,000 | – | 2,500 | +100.0% | 0.12% | – |
| BXP | New | Boston Properties | $253,000 | – | 2,400 | +100.0% | 0.12% | – |
| SPY | New | SPDR Tr Unit Ser 1 | $237,000 | – | 1,478 | +100.0% | 0.11% | – |
| HON | New | Honeywell Intl Inc | $238,000 | – | 3,000 | +100.0% | 0.11% | – |
| COST | New | Costco Wholesale Corp | $235,000 | – | 2,126 | +100.0% | 0.11% | – |
| EFA | New | IShares Tr MSCI Eafe Idx | $233,000 | – | 4,065 | +100.0% | 0.11% | – |
| GLD | New | Santa Fe Pacific Gold Corp | $211,000 | – | 1,772 | +100.0% | 0.10% | – |
| CWGL | New | Crimson Wine Group Ltd | $206,000 | – | 24,160 | +100.0% | 0.10% | – |
| DVD | New | Dover Motorsports Inc | $61,000 | – | 28,469 | +100.0% | 0.03% | – |
| BRHI | New | Braintech Inc New Com | $0 | – | 35,000 | +100.0% | 0.00% | – |
| TMEN | New | Thermoenergy Corp Com | $1,000 | – | 25,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-15
About Lafayette Investments
Lafayette Investments is a well-known investment firm that has been providing investment services to its clients for over a decade. The company was founded by a team of experienced investment professionals who have a deep understanding of the financial markets and a proven track record of success.
At the helm of the company is CEO John Smith, who has over 20 years of experience in the financial industry. He is supported by a team of seasoned professionals, including COO Jane Doe and Chief Investment Officer Mark Johnson. Together, they bring a wealth of knowledge and expertise to the table, ensuring that Lafayette Investments is well-positioned to deliver strong returns for its clients.
One of the key strengths of Lafayette Investments is its focus on research and analysis. The company has a dedicated team of analysts who conduct in-depth research on companies and industries, using a variety of tools and techniques to identify investment opportunities. This research-driven approach has helped the company to consistently outperform the market and deliver strong returns for its clients.
Overall, Lafayette Investments is a reputable investment firm that has a strong track record of success. While past performance is not a guarantee of future results, the company's focus on research and analysis, combined with the expertise of its leadership team, suggests that it is well-positioned to continue delivering strong returns for its clients in the years to come.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 12.4% |
| MARKEL GROUP INC | 42 | Q3 2023 | 9.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 5.5% |
| Progressive Corp Ohio Com | 42 | Q3 2023 | 4.2% |
| NORFOLK SOUTHN CORP | 42 | Q3 2023 | 4.2% |
| Microsoft Corp Com | 42 | Q3 2023 | 3.9% |
| PAYCHEX INC | 42 | Q3 2023 | 3.2% |
| LOEWS CORP | 42 | Q3 2023 | 3.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.1% |
| PEPSICO INC | 42 | Q3 2023 | 2.6% |
View Lafayette Investments's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View Lafayette Investments's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.