Covey Capital Advisors, LLC 13F Holdings

CIK 0001568891 · ATLANTA, GA

As of Jun 30, 2025, Covey Capital Advisors, LLC reported 42 positions worth $92.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services19,579$9.5M10.24%
KKR & CO INCKKRFinancial Services67,964$9.0M9.73%
VISA INC-CLASS A SHARESVFinancial Services23,222$8.2M8.87%
BOOKING HOLDINGS INCBKNGIndustrials1,117$6.5M6.96%
PROGRESSIVE CORPPGRFinancial Services20,104$5.4M5.77%
META PLATFORMS INCMETACommunication Services6,573$4.9M5.22%
ALPHABET INCGOOGLEquity22,718$4.0M4.31%
AMAZON.COM INCAMZNEquity17,104$3.8M4.04%
ALPHABET INCGOOGEquity20,858$3.7M3.98%
COPART INCCPRTIndustrials72,226$3.5M3.81%
BROWN & BROWN INCBROFinancial Services25,115$2.8M3.00%
GARTNER INCITTechnology5,355$2.2M2.33%
FISERV INCFISVTechnology12,123$2.1M2.25%
SCHWAB CHARLES CORPSCHWEquity21,713$2.0M2.13%
FIRST CITIZENS BANCSHARES INCFCNCAFinancial Services985 .9M2.07%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical44,774 .9M2.00%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive8,162 .5M1.60%
WORKDAY INCWDAYTechnology5,520 .3M1.43%
MEDPACE HOLDINGS INCMEDPHealthcare4,160 .3M1.41%
KINSALE CAPITAL GROUP INCKNSLFinancial Services2,688 .3M1.40%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical73,645 .3M1.39%
MICROSOFT CORPMSFTTechnology2,450 .2M1.31%
AMRIZE LTDAMRZBasic Materials23,726 .2M1.27%
NATURAL RESOURCE PARTNERS LNRP—12,020 .1M1.24%
CSX CORPCSXIndustrials31,133 .0M1.09%