Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Covey Capital Advisors, LLC (CIK 1568891) reported $92.9M across 42 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: BRK/B ($9.5M, 10.24%), KKR ($9.0M, 9.73%), V ($8.2M, 8.87%), BKNG ($6.5M, 6.96%), PGR ($5.4M, 5.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $9.5M | 10.24% | 19,579 | Trimmed |
| 2 | KKR | KKR & CO INC | $9.0M | 9.73% | 67,964 | Trimmed |
| 3 | V | VISA INC CLASS A | $8.2M | 8.87% | 23,222 | Hold |
| 4 | BKNG | BOOKING HLDGS INC | $6.5M | 6.96% | 1,117 | Added |
| 5 | PGR | PROGRESSIVE CORP OH | $5.4M | 5.77% | 20,104 | Hold |
| 6 | META | META PLATFORMS INC CLASS A | $4.9M | 5.22% | 6,573 | Hold |
| 7 | GOOGL | ALPHABET INC CLASS A | $4.0M | 4.31% | 22,718 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $3.8M | 4.04% | 17,104 | Added |
| 9 | GOOG | ALPHABET INC CLASS C | $3.7M | 3.98% | 20,858 | Trimmed |
| 10 | CPRT | COPART INC | $3.5M | 3.81% | 72,226 | Trimmed |
| 11 | BRO | BROWN & BROWN INC | $2.8M | 3.00% | 25,115 | Trimmed |
| 12 | IT | GARTNER INC | $2.2M | 2.33% | 5,355 | Trimmed |
| 13 | FISV | FISERV INC | $2.1M | 2.25% | 12,123 | Added |
| 14 | SCHW | CHARLES SCHWAB CORP | $2.0M | 2.13% | 21,713 | Hold |
| 15 | FCNCA | FIRST CTZNS BANCSHARES ICLASS A | $1.9M | 2.07% | 985 | Added |
| 16 | HGV | HILTON GRAND VACATIONS I | $1.9M | 2.00% | 44,774 | Added |
| 17 | PM | PHILIP MORRIS INTL INC | $1.5M | 1.60% | 8,162 | Hold |
| 18 | WDAY | WORKDAY INC CLASS A | $1.3M | 1.43% | 5,520 | New |
| 19 | MEDP | MEDPACE HLDGS INC | $1.3M | 1.41% | 4,160 | Added |
| 20 | KNSL | KINSALE CAP GROUP INC | $1.3M | 1.40% | 2,688 | Added |
| 21 | DRVN | DRIVEN BRANDS HLDGS INC | $1.3M | 1.39% | 73,645 | Added |
| 22 | MSFT | MICROSOFT CORP | $1.2M | 1.31% | 2,450 | Hold |
| 23 | AMRZ | AMRIZE LTD F CH SHRS | $1.2M | 1.27% | 23,726 | New |
| 24 | NRP | NATURAL RESOURCE PART LP | $1.1M | 1.24% | 12,020 | Added |
| 25 | CSX | CSX CORP | $1.0M | 1.09% | 31,133 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30