LAFAYETTE INVESTMENTS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 68
New Positions 2
Increased Positions 9
Decreased Positions 38
Positions with Activity 47
Sold Out Positions 1
Total Mkt Value (in $ millions) 237

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

Sector Weighting

Basic Materials 4.43%
Capital Goods 2.27%
Conglomerates 0.82%
Consumer Cyclical 5.17%
Consumer/Non-Cyclical 9.13%
Energy 3.88%
Financial 34.85%
Healthcare 10.07%
Services 20.68%
Technology 4.61%
Transportation 3.13%
Utilities

68 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 21,783 47 .21 152,095
MARKEL CORP COM 20,731 -102 (0.49) 23,507
WALGREENS BOOTS ALLIANCE INC COM 12,589 -136 (1.07) 130,837
JOHNSON & JOHNSON COM 11,100 -143 (1.27) 112,103
WAL-MART STORES INC COM 10,001 -101 (1) 138,713
ALLEGHANY CORP DEL COM 8,481 -12 (0.14) 17,424
EXXON MOBIL CORP COM 7,753 -16 (0.21) 94,004
MICROSOFT CORP COM 7,629 -39 (0.5) 168,261
HASBRO INC COM 7,335 -35 (0.47) 92,179
LEUCADIA NATL CORP COM 7,229 24 .33 304,495
NORFOLK SOUTHERN CORP COM 7,091 -25 (0.36) 83,502
BED BATH & BEYOND INC COM 6,869 -3 (0.05) 105,190
PROGRESSIVE CORP OHIO COM 6,856 -53 (0.77) 225,316
DISNEY WALT CO COM DISNEY 6,689 -12 (0.18) 56,470
WELLS FARGO & CO NEW COM 6,320 -6 (0.09) 110,101
LOEWS CORP COM 6,004 -4 (0.06) 157,371
BECTON DICKINSON & CO COM 5,966 -90 (1.49) 39,805
PEPSICO INC COM 5,807 -142 (2.39) 60,418
COCA COLA CO COM 5,278 -1,100 (17.25) 130,164
PAYCHEX INC COM 5,129 -23 (0.45) 110,049