HoldingsChannel.com
Lafayette Investments Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $29,236
     BRK.B137,545-678$28,612
     BRK.A2-1$624
MARKEL CORP 20,149 -33 $23,814
     MKL20,149-33$23,814
ALLEGHANY CORP DEL 12,394 -40 $9,887
     Y12,394-40$9,887
PROGRESSIVE CORP OHIO 124,437 -147 $9,613
     PGR124,437-147$9,613
PRICE T ROWE GROUP INC 80,279 +47 $9,172
     TROW80,279+47$9,172
NORWEGIAN CRUISE LINE HLDG L 157,824 +911 $8,171
     NCLH157,824+911$8,171
LOEWS CORP 149,445 -3,790 $7,693
     L149,445-3,790$7,693
MADISON SQUARE GARDEN CO NEW 28,253 +532 $7,445
     MSG28,253+532$7,445
PAYCHEX INC 86,583 +289 $7,166
     PAYX86,583+289$7,166
JEFFERIES FINL GROUP INC 370,930 +1,890 $6,825
     JEF370,930+1,890$6,825
NORFOLK SOUTHERN CORP 37,591 -854 $6,754
     NSC37,591-854$6,754
PEPSICO INC 47,785 -231 $6,551
     PEP47,785-231$6,551
DISCOVERY INC 231,837 +5,707 $6,174
     DISCA231,837+5,707$6,174
MICROSOFT CORP 44,037 -93 $6,122
     MSFT44,037-93$6,122
DISNEY WALT CO 46,432 -46 $6,051
     DIS46,432-46$6,051
WALGREENS BOOTS ALLIANCE INC 106,677 -30 $5,900
     WBA106,677-30$5,900
WELLS FARGO CO NEW 106,226 -2,550 $5,358
     WFC106,226-2,550$5,358
EXXON MOBIL CORP 75,846 -2,816 $5,355
     XOM75,846-2,816$5,355
JOHNSON CTLS INTL PLC 119,117 -7,085 $5,228
     JCI119,117-7,085$5,228
COLFAX CORP 176,210 -100 $5,121
     CFX176,210-100$5,121
CORNING INC 179,306 -97 $5,114
     GLW179,306-97$5,114
JOHNSON & JOHNSON 38,666 -33,949 $5,003
     JNJ38,666-33,949$5,003
RYANAIR HLDGS PLC 73,829 +1,511 $4,901
     RYAAY73,829+1,511$4,901
GENUINE PARTS CO 47,796 -322 $4,760
     GPC47,796-322$4,760
COCA COLA CO 84,178 -1,787 $4,583
     KO84,178-1,787$4,583
INTERNATIONAL BUSINESS MACHS 31,419 -25 $4,569
     IBM31,419-25$4,569
MOHAWK INDS INC 34,285 +170 $4,254
     MHK34,285+170$4,254
APPLE INC 18,721 UNCH $4,193
     AAPL18,721UNCH$4,193
HASBRO INC 35,097 -27,043 $4,166
     HAS35,097-27,043$4,166
CABLE ONE INC 3,101 UNCH $3,891
     CABO3,101UNCH$3,891
DELTA AIR LINES INC DEL 66,405 +1,525 $3,825
     DAL66,405+1,525$3,825
SANDY SPRING BANCORP INC 107,652 -1,990 $3,629
     SASR107,652-1,990$3,629
INTEL CORP 66,865 +403 $3,446
     INTC66,865+403$3,446
DIAGEO P L C 17,443 -48 $2,852
     DEO17,443-48$2,852
MARSH & MCLENNAN COS INC 27,779 -164 $2,779
     MMC27,779-164$2,779
JPMORGAN CHASE & CO 20,470 +25 $2,409
     JPM20,470+25$2,409
WHIRLPOOL CORP 14,550 +14 $2,304
     WHR14,550+14$2,304
TD AMERITRADE HLDG CORP 46,116 +46,116 $2,154
     AMTD46,116+46,116$2,154
BANK AMER CORP 66,405 -248 $1,937
     BAC66,405-248$1,937
LOCKHEED MARTIN CORP 4,712 +55 $1,838
     LMT4,712+55$1,838
FACEBOOK INC 10,056 +477 $1,791
     FB10,056+477$1,791
ALPHABET INC 1,421 +103 $1,732
     GOOG1,421+103$1,732
STARBUCKS CORP 19,403 -725 $1,716
     SBUX19,403-725$1,716
GRAHAM HLDGS CO 2,545 UNCH $1,688
     GHC2,545UNCH$1,688
ACTIVISION BLIZZARD INC 27,136 +4,398 $1,436
     ATVI27,136+4,398$1,436
GLAXOSMITHKLINE PLC 28,650 UNCH $1,223
     GSK28,650UNCH$1,223
TRIPADVISOR INC 28,930 UNCH $1,119
     TRIP28,930UNCH$1,119
SEI INVESTMENTS CO 17,784 +2,617 $1,054
     SEIC17,784+2,617$1,054
BOOKING HLDGS INC 501 +105 $983
     BKNG501+105$983
PARKER HANNIFIN CORP 4,395 UNCH $794
     PH4,395UNCH$794

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 09/30/2019: $276,730
At 06/30/2019: $282,299

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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