Lafayette Investments, Inc. Bu – GuruFocus.com

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Lafayette Investments, Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

17830 NEW HAMPSHIRE AVENUE ASHTON, MD 20861

According to the latest 13F report, the guru’s stock portfolio contained 120 stocks valued at a total of $346.00 million. Top holdings were BRK.B (10.29%), MKL (7.56%) and PGR (3.57%).

According to data from GuruFocus, these were Lafayette Investments, Inc.’s top five deals of the quarter.

Lennox International Inc.

During the quarter, Lafayette Investments, Inc. purchased 10,871 shares of NYSE:LII for a total holding of 22,339. The transaction had a 0.65% impact on the equity portfolio. During the quarter, the stock traded at an average price of $219.51.

On 7/27/2022, Lennox International Inc traded at a price of $225.5 per share and a market capitalization of $8.09 billion. The stock has returned -30.97% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Lennox International Inc has a price/earnings ratio of 18.05, a price/earnings/growth (PEG) ratio of 2.28, an EV/EBITDA ratio of 14.99 and a price/sales ratio of 1.96.

The GF price/value ratio is 0.67, giving the stock a GF value rank of 8.

Alleghany Corp

Lafayette Investments, Inc. reduced its investment in NYSE:Y by 1,753 shares. The transaction had an impact of 0.37% on the equity portfolio. During the quarter, the stock traded at an average price of $836.63.

On 7/27/2022, Alleghany Corp traded at a price of $837.565 per share and a market capitalization of $11.26 billion. The stock has returned 26.91% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Alleghany Corp has a price/earnings ratio of 12.48, a price/book ratio of 1.31, a price/earnings/growth (PEG) ratio of 0.56, an EV/Ebitda ratio of 8.08 and a price-to-sales ratio of 0.96.

The GF price-to-value ratio is 0.91, giving the stock a GF value rank of 6.

GSK-API

The guru established a new position worth 23,283 shares in MEX:GSK N, giving the stock a 0.37% weighting in the equity portfolio. The shares traded at an average price of MXN 1107.52 during the quarter.

On 7/27/2022, GSK PLC traded at a price of MXN 849 per share and a market capitalization of MXN 84.57 billion. The stock has returned -9.15% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, GSK PLC has a price/earnings ratio of 13.90, a price/book ratio of 4.36, a price/earnings/growth (PEG) ratio of 0.94, an EV/Ebitda ratio of 9.05 and a price-to-sales ratio of 1.95.

The GF price/value ratio is 0.80, giving the stock a GF value rank of 5.

GSK-API

The guru sold his 23,283 stock investment in NYSE:GSK. Previously, the stock had a weighting of 0.31% in the equity portfolio. The shares traded at an average price of $45.4 during the quarter.

On 7/27/2022, GSK PLC traded at a price of $43.14 per share and a market capitalization of $87.63 billion. The stock has returned 12.16% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, GSK PLC has a price/earnings ratio of 14.09, a price/book ratio of 4.43, a price/earnings/growth (PEG) ratio of 0.95, an EV/Ebitda ratio of 9.14 and a price-to-sales ratio of 1.98.

The GF price-to-value ratio is 1.01, giving the stock a GF value rank of 5.

Loews Corp.

Lafayette Investments, Inc. reduced its investment in NYSE:L by 15,976 shares. The transaction had an impact of 0.26% on the equity portfolio. During the quarter, the stock traded at an average price of $62.94.

On 7/27/2022, Loews Corp traded at a price of $57.6 per share and a market capitalization of $14.17 billion. The stock has returned 7.56% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, Loews Corp has a price/earnings ratio of 8.95, a price/book ratio of 0.86, an EV/Ebitda ratio of 8.59 and a price/sales ratio of 1.07.

The GF price/value ratio is 0.98, giving the stock a GF value rank of 6.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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