HoldingsChannel.com
Lafayette Investments Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $24,403
     BRK.B133,471+1,108$24,403
MARKEL CORP 19,103 -336 $17,725
     MKL19,103-336$17,725
PROGRESSIVE CORP OHIO 117,141 -2,676 $8,650
     PGR117,141-2,676$8,650
PRICE T ROWE GROUP INC 77,093 -926 $7,528
     TROW77,093-926$7,528
ALLEGHANY CORP DEL 11,658 -183 $6,439
     Y11,658-183$6,439
MADISON SQUARE GARDEN CO NEW 28,642 +28,642 $6,055
     MSGS28,642+28,642$6,055
PAYCHEX INC 85,696 -9,889 $5,392
     PAYX85,696-9,889$5,392
MICROSOFT CORP 33,193 -8,651 $5,235
     MSFT33,193-8,651$5,235
PEPSICO INC 43,574 -1,260 $5,233
     PEP43,574-1,260$5,233
NORFOLK SOUTHERN CORP 35,802 +1,483 $5,227
     NSC35,802+1,483$5,227
JOHNSON & JOHNSON 36,982 -836 $4,849
     JNJ36,982-836$4,849
LOEWS CORP 138,179 -5,671 $4,813
     L138,179-5,671$4,813
WALGREENS BOOTS ALLIANCE INC 102,138 +391 $4,673
     WBA102,138+391$4,673
DISNEY WALT CO 46,964 +1,197 $4,537
     DIS46,964+1,197$4,537
DISCOVERY INC 217,780 -7,883 $4,234
     DISCA217,780-7,883$4,234
CABLE ONE INC 2,563 -315 $4,214
     CABO2,563-315$4,214
JEFFERIES FINL GROUP INC 303,197 -56,999 $4,145
     JEF303,197-56,999$4,145
APPLE INC 14,873 -3,000 $3,782
     AAPL14,873-3,000$3,782
RYANAIR HOLDINGS PLC 70,474 -2,194 $3,741
     RYAAY70,474-2,194$3,741
INTEL CORP 67,369 -152 $3,646
     INTC67,369-152$3,646
COCA COLA CO 81,264 -114 $3,596
     KO81,264-114$3,596
CORNING INC 173,499 +572 $3,564
     GLW173,499+572$3,564
GENUINE PARTS CO 50,867 +4,752 $3,425
     GPC50,867+4,752$3,425
COLFAX CORP 169,860 -1,225 $3,363
     CFX169,860-1,225$3,363
INTERNATIONAL BUSINESS MACHS 29,435 -834 $3,265
     IBM29,435-834$3,265
LOCKHEED MARTIN CORP 8,821 +3,111 $2,990
     LMT8,821+3,111$2,990
JOHNSON CTLS INTL PLC 108,602 -4,361 $2,928
     JCI108,602-4,361$2,928
WELLS FARGO CO NEW 100,534 +194 $2,885
     WFC100,534+194$2,885
DIAGEO P L C 22,576 +5,122 $2,870
     DEO22,576+5,122$2,870
MOHAWK INDS INC 34,881 +1,096 $2,659
     MHK34,881+1,096$2,659
HASBRO INC 36,355 +2,573 $2,601
     HAS36,355+2,573$2,601
SANDY SPRING BANCORP INC 104,182 -1,727 $2,359
     SASR104,182-1,727$2,359
EXXON MOBIL CORP 61,703 -4,233 $2,343
     XOM61,703-4,233$2,343
MARSH & MCLENNAN COS INC 25,833 -197 $2,233
     MMC25,833-197$2,233
ALPHABET INC 1,705 +253 $1,983
     GOOG1,705+253$1,983
FACEBOOK INC 11,510 +731 $1,920
     FB11,510+731$1,920
JPMORGAN CHASE & CO 21,130 +199 $1,902
     JPM21,130+199$1,902
ACTIVISION BLIZZARD INC 30,712 +188 $1,827
     ATVI30,712+188$1,827
STARBUCKS CORP 27,292 +6,793 $1,794
     SBUX27,292+6,793$1,794
DELTA AIR LINES INC DEL 60,094 -8,662 $1,714
     DAL60,094-8,662$1,714
TD AMERITRADE HLDG CORP 48,926 +2,425 $1,696
     AMTD48,926+2,425$1,696
BOOKING HLDGS INC 1,196 +500 $1,609
     BKNG1,196+500$1,609
BK OF AMERICA CORP 64,977 +171 $1,379
     BAC64,977+171$1,379
WHIRLPOOL CORP 12,911 -712 $1,108
     WHR12,911-712$1,108
GLAXOSMITHKLINE PLC 28,650 UNCH $1,086
     GSK28,650UNCH$1,086
AUTOZONE INC 1,215 +776 $1,028
     AZO1,215+776$1,028
ULTA BEAUTY INC 5,383 +1,301 $946
     ULTA5,383+1,301$946
GRAHAM HLDGS CO 2,525 +25 $861
     GHC2,525+25$861
SEI INVESTMENTS CO 17,869 UNCH $828
     SEIC17,869UNCH$828
NIKE INC 9,959 +9,959 $824
     NKE9,959+9,959$824

See Full List: All Stocks Held By Lafayette Investments Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lafayette Investments Inc.

Size ($ in 1000's)
At 03/31/2020: $208,041
At 12/31/2019: $287,819

Lafayette Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lafayette Investments Inc. 13F filings. Link to 13F filings: SEC filings

Lafayette Investments Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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