Lafayette Investments, Inc. Diversified Active

CIK: 0001308377 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 3, 2019

Total Value ($000): $271,534 (100.0% shares, 0.0% debt)

Holdings (86)

BRK/B Berkshire Hathaway Inc-Cl B 10.2%
Value ($000) $27,759 Shares 138,180 Est. Cost $110.14 Unrealized +83.3%
MKL Markel Corp Com 7.3%
Value ($000) $19,907 Shares 19,982 Est. Cost $525.99 Unrealized +93.1%
JNJ Johnson & Johnson 3.8%
Value ($000) $10,353 Shares 74,058 Est. Cost $59.66 Unrealized +85.0%
PGR Progressive Corp Ohio Com 3.3%
Value ($000) $9,024 Shares 125,178 Est. Cost $17.05 Unrealized +225.4%
Norwegian Cruise Line Shs 3.2%
Value ($000) $8,598 Shares 156,439 Est. Cost $53.56 Unrealized
Madison Square Garden Cl A 3.0%
Value ($000) $8,117 Shares 27,691 Est. Cost $175.42 Unrealized
T Rowe Price Group Inc 3.0%
Value ($000) $8,015 Shares 80,056 Est. Cost $71.66 Unrealized
Alleghany Corp 2.8%
Value ($000) $7,633 Shares 12,464 Est. Cost $385.07 Unrealized
L Loews Corp 2.7%
Value ($000) $7,394 Shares 154,276 Est. Cost $41.84 Unrealized +9.5%
Discovery Holdings Co Cl A 2.7%
Value ($000) $7,300 Shares 270,175 Est. Cost $24.32 Unrealized
NSC Norfolk Southern Corp 2.7%
Value ($000) $7,220 Shares 38,632 Est. Cost $57.75 Unrealized +160.5%
Jefferies Grp Inc New Com 2.6%
Value ($000) $6,930 Shares 368,835 Est. Cost $22.52 Unrealized
PAYX Paychex Inc 2.5%
Value ($000) $6,918 Shares 86,256 Est. Cost $25.02 Unrealized +141.6%
Walgreens Boots Alliance Inc C 2.5%
Value ($000) $6,756 Shares 106,786 Est. Cost $74.56 Unrealized
Exxon Mobil Corp 2.3%
Value ($000) $6,361 Shares 78,730 Est. Cost $90.44 Unrealized
WFC Wells Fargo & Co 2.3%
Value ($000) $6,230 Shares 128,929 Est. Cost $30.00 Unrealized +35.9%
GLW Corning Inc Com 2.2%
Value ($000) $6,021 Shares 181,893 Est. Cost $12.89 Unrealized +109.9%
PEP Pepsico Inc 2.2%
Value ($000) $5,916 Shares 48,270 Est. Cost $56.02 Unrealized +65.0%
GPC Genuine Parts Co Com 2.0%
Value ($000) $5,413 Shares 48,315 Est. Cost $54.18 Unrealized +56.4%
Colfax Corp Com 2.0%
Value ($000) $5,343 Shares 180,010 Est. Cost $38.00 Unrealized
HAS Hasbro Inc Com 2.0%
Value ($000) $5,327 Shares 62,652 Est. Cost $30.22 Unrealized +123.4%
MSFT Microsoft Corp Com 1.9%
Value ($000) $5,204 Shares 44,123 Est. Cost $26.70 Unrealized +283.1%
RYAAY Ryanair Hldgs Plc Sponsored Ad 1.9%
Value ($000) $5,113 Shares 68,228 Est. Cost $77.80 Unrealized
DIS Walt Disney Holding Co 1.9%
Value ($000) $5,086 Shares 45,805 Est. Cost $66.29 Unrealized +62.7%
JCI Johnson Ctls International Plc 1.8%
Value ($000) $4,981 Shares 134,830 Est. Cost $30.67 Unrealized -3.6%
IBM International Business Machine 1.6%
Value ($000) $4,478 Shares 31,734 Est. Cost $89.15 Unrealized +6.2%
MHK Mohawk Inds Inc Com 1.6%
Value ($000) $4,257 Shares 33,748 Est. Cost $133.22 Unrealized -2.3%
KO Coca-Cola Corp 1.5%
Value ($000) $4,076 Shares 86,980 Est. Cost $27.65 Unrealized +36.6%
AAPL Apple Inc 1.3%
Value ($000) $3,528 Shares 18,571 Est. Cost $43.70 Unrealized -7.5%
INTC Intel Corp 1.3%
Value ($000) $3,427 Shares 63,825 Est. Cost $39.45 Unrealized +11.1%
Sandy Spring Bancorp Com 1.2%
Value ($000) $3,383 Shares 108,159 Est. Cost $22.92 Unrealized
DAL Delta Air Lines Del Com New 1.2%
Value ($000) $3,229 Shares 62,520 Est. Cost $47.62 Unrealized -1.8%
Cable One Inc Com 1.1%
Value ($000) $3,043 Shares 3,101 Est. Cost $430.30 Unrealized
Diageo Plc Spon Adr New 1.1%
Value ($000) $2,862 Shares 17,491 Est. Cost $113.50 Unrealized
MRSH Marsh & McLennan Cos Com 1.0%
Value ($000) $2,624 Shares 27,943 Est. Cost $31.19 Unrealized +154.4%
WHR Whirlpool Corp Com 0.7%
Value ($000) $1,902 Shares 14,313 Est. Cost $154.25 Unrealized -14.4%
BAC Bank Of Amer Corp 0.7%
Value ($000) $1,839 Shares 66,651 Est. Cost $10.06 Unrealized +137.4%
GHC Graham Holdings Co 0.6%
Value ($000) $1,756 Shares 2,570 Est. Cost $339.79 Unrealized +83.6%
META Facebook Inc Cl A 0.6%
Value ($000) $1,534 Shares 9,204 Est. Cost $169.41 Unrealized -6.8%
SBUX Starbucks Corp Com 0.6%
Value ($000) $1,500 Shares 20,178 Est. Cost $46.55 Unrealized +27.3%
TRIP Tripadvisor Inc Com 0.5%
Value ($000) $1,488 Shares 28,930 Est. Cost $36.65 Unrealized +32.9%
NSRGY Nestle Sa-Adr Repstg 0.5%
Value ($000) $1,468 Shares 15,400 Est. Cost $65.77 Unrealized
GOOG Alphabet Inc 0.5%
Value ($000) $1,369 Shares 1,167 Est. Cost $53.34 Unrealized +4.4%
J P Morgan Chase And Co 0.5%
Value ($000) $1,238 Shares 12,225 Est. Cost $76.70 Unrealized
Glaxo Holdings Plc 0.4%
Value ($000) $1,197 Shares 28,650 Est. Cost $49.57 Unrealized
Pentair Ltd 0.4%
Value ($000) $1,050 Shares 23,593 Est. Cost $65.11 Unrealized
FRFHF Fairfax Finl Hldgs Ltd Sub Vtg 0.4%
Value ($000) $964 Shares 2,072 Est. Cost $407.98 Unrealized +2.6%
Activision Blizzard In Com 0.4%
Value ($000) $960 Shares 21,075 Est. Cost $45.55 Unrealized
Berkshire Hathaway Inc-Cl A 0.3%
Value ($000) $904 Shares 3 Est. Cost $168500.00 Unrealized
Abbvie Inc. Com 0.3%
Value ($000) $864 Shares 10,715 Est. Cost $82.59 Unrealized
PFE Pfizer Inc Com 0.3%
Value ($000) $711 Shares 16,734 Est. Cost $16.84 Unrealized +73.6%
LMT Lockheed Martin Corp 0.2%
Value ($000) $677 Shares 2,255 Est. Cost $243.60 Unrealized 0.0%
Liberty Media Corp Del Com Ser 0.2%
Value ($000) $635 Shares 18,115 Est. Cost $35.44 Unrealized
AT&T Inc 0.2%
Value ($000) $617 Shares 19,666 Est. Cost $33.14 Unrealized
Nvent Electric Plc Shs 0.2%
Value ($000) $606 Shares 22,455 Est. Cost $25.24 Unrealized
CVX Chevrontexaco Corp Com 0.2%
Value ($000) $590 Shares 4,793 Est. Cost $86.11 Unrealized +1.6%
First Natl Bk Alaska Com 0.2%
Value ($000) $545 Shares 2,090 Est. Cost $412.61 Unrealized
Altria Group Inc. 0.2%
Value ($000) $514 Shares 8,957 Est. Cost $44.56 Unrealized
Verizon Communications Com 0.2%
Value ($000) $484 Shares 8,184 Est. Cost $50.82 Unrealized
Costco Wholesale Corp 0.2%
Value ($000) $478 Shares 1,976 Est. Cost $110.54 Unrealized
PH Parker Hannifin Corp Com 0.2%
Value ($000) $475 Shares 2,770 Est. Cost $145.73 Unrealized +2.8%
Royal Dutch Shell Plc Adr Cl A 0.2%
Value ($000) $471 Shares 7,530 Est. Cost $62.98 Unrealized
MAR Marriott Intl Inc 0.2%
Value ($000) $431 Shares 3,442 Est. Cost $120.17 Unrealized -7.2%
MCD McDonalds Corp 0.2%
Value ($000) $420 Shares 2,210 Est. Cost $97.50 Unrealized +58.6%
PM Philip Morris Intl Inc Com 0.2%
Value ($000) $416 Shares 4,710 Est. Cost $57.29 Unrealized -2.1%
Alerus Finl Corp Com 0.1%
Value ($000) $392 Shares 20,100 Est. Cost $26.63 Unrealized
ELME Washington Real Estate Inv Tr 0.1%
Value ($000) $364 Shares 12,838 Est. Cost $26.89 Unrealized
Federal Realty Invt Tr Sbi-New 0.1%
Value ($000) $345 Shares 2,500 Est. Cost $103.60 Unrealized
HON Honeywell Intl Inc 0.1%
Value ($000) $345 Shares 2,172 Est. Cost $57.34 Unrealized +111.3%
Diamond Offshore Drill Com 0.1%
Value ($000) $342 Shares 32,588 Est. Cost $28.96 Unrealized
FDX Fedex Corp Com 0.1%
Value ($000) $323 Shares 1,780 Est. Cost $188.38 Unrealized -17.3%
BXP Boston Properties 0.1%
Value ($000) $321 Shares 2,400 Est. Cost $64.00 Unrealized +44.7%
AMZN Amazon Com Inc Com 0.1%
Value ($000) $283 Shares 159 Est. Cost $47.75 Unrealized +74.3%
BB&T Corp 0.1%
Value ($000) $279 Shares 5,996 Est. Cost $36.05 Unrealized
AVB Avalonbay Comm Reit Inc. 0.1%
Value ($000) $271 Shares 1,350 Est. Cost $108.21 Unrealized +39.1%
TEVA Teva Pharmaceutical Inds Adr 0.1%
Value ($000) $246 Shares 15,700 Est. Cost $28.44 Unrealized
Unilever Plc Amern Shs 0.1%
Value ($000) $236 Shares 4,090 Est. Cost $52.32 Unrealized
Dover Motorsports Inc 0.1%
Value ($000) $236 Shares 116,855 Est. Cost $2.44 Unrealized
LOW Lowes Cos Inc Com 0.1%
Value ($000) $230 Shares 2,100 Est. Cost $88.06 Unrealized 0.0%
EFA IShares Tr MSCI Eafe Idx 0.1%
Value ($000) $219 Shares 3,372 Est. Cost $58.05 Unrealized
AXP American Express Co 0.1%
Value ($000) $219 Shares 2,000 Est. Cost $95.83 Unrealized 0.0%
BA Boeing Co 0.1%
Value ($000) $217 Shares 569 Est. Cost $375.20 Unrealized 0.0%
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $214 Shares 5,364 Est. Cost $31.54 Unrealized 0.0%
ALL Allstate Corp 0.1%
Value ($000) $213 Shares 2,259 Est. Cost $76.90 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $201 Shares 1,260 Est. Cost $125.45 Unrealized 0.0%
General Electric Corp 0.0%
Value ($000) $109 Shares 10,865 Est. Cost $19.74 Unrealized