LAFAYETTE INVESTMENTS, INC. Information

17830 NEW HAMPSHIRE AVENUE, ASHTON, Maryland, 20861, (301) 570-2959

Report Date: 03/31/2015

Position Statistics

Total Positions 67
New Positions 2
Increased Positions 9
Decreased Positions 37
Positions with Activity 46
Sold Out Positions 1
Total Mkt Value (in $ millions) 240

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.8%
Capital Goods 2.95%
Conglomerates 0.91%
Consumer Cyclical 4.98%
Consumer/Non-Cyclical 9.05%
Energy 4.24%
Financial 33.28%
Healthcare 9.98%
Services 20.99%
Technology 4.9%
Transportation 3.51%
Utilities

67 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,095 47 .21 152,095
MARKEL CORP COM 18,239 -90 (0.49) 23,507
JOHNSON & JOHNSON COM 11,482 -148 (1.27) 112,103
WALGREENS BOOTS ALLIANCE INC COM 11,401 -124 (1.07) 130,837
WAL-MART STORES INC COM 10,557 -106 (1) 138,713
ALLEGHANY CORP DEL COM 8,547 -12 (0.14) 17,424
EXXON MOBIL CORP COM 8,198 -17 (0.21) 94,004
NORFOLK SOUTHERN CORP COM 8,109 -29 (0.36) 83,502
MICROSOFT CORP COM 7,979 -40 (0.5) 168,261
LEUCADIA NATL CORP COM 7,606 25 .33 304,495
BED BATH & BEYOND INC COM 7,541 -4 (0.05) 105,190
HASBRO INC COM 6,688 -32 (0.47) 92,179
LOEWS CORP COM 6,460 -4 (0.06) 157,371
DISNEY WALT CO COM DISNEY 6,234 -11 (0.18) 56,470
WELLS FARGO & CO NEW COM 6,167 -6 (0.09) 110,101
PROGRESSIVE CORP OHIO COM 6,162 -48 (0.77) 225,316
COLFAX CORP COM 5,974 5,974 New 113,465
PEPSICO INC COM 5,873 -144 (2.39) 60,418
BECTON DICKINSON & CO COM 5,669 -85 (1.49) 39,805
PAYCHEX INC COM 5,531 -25 (0.45) 110,049