CS

Cove Street Capital, LLC

13F
Cove Street Capital, LLC
Last update 2025-05-15 99 Stocks (13 new)
Value $64.00 Mil Turnover 12 %
Countries:
Top Holdings: AVD(7.74%)ECVT(6.21%)RSSS(5.49%)WBD(4.39%)IAC(4.25%)
Summary Stock Picks Current Portfolio
Cove Street Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVD
American Vanguard Corp
1,119,539
4,926.0
+35.00%
7.740
+2.01%
3.890
-12.44%
-19.44%
105.3
Agriculture
ECVT
Ecovyst Inc
638,149
3,956.5
+29.82%
6.210
+1.43%
0.540
+52.87%
+15.05%
1,032.0
Chemicals
RSSS
Research Solutions Inc
1,345,318
3,497.8
-23.76%
5.490
-2.03%
4.150
+6.87%
-32.53%
90.9
Software
WBD
Warner Bros. Discovery Inc
260,805
2,795.8
-28.90%
4.390
-1.31%
0.010
+59.78%
+25.92%
32,929.9
Media - Diversified
IAC
IAC Inc
71,425
2,703.3
-11.28%
4.250
-0.46%
0.090
+20.40%
+15.77%
3,284.7
Interactive Media
AAP
Advance Auto Parts Inc
54,436
2,134.4
-30.05%
3.350
-1.29%
0.090
+103.97%
+43.11%
3,985.1
Vehicles & Parts
SSP
The E W Scripps Co
705,418
2,088.0
-44.21%
3.280
-1.45%
0.800
+56.54%
+51.58%
293.8
Media - Diversified
VSAT
Viasat Inc
197,405
2,057.0
-27.80%
3.230
-0.76%
0.150
+82.90%
+80.96%
2,006.9
Hardware
SNEX
StoneX Group Inc
26,673
2,037.3
-10.74%
3.200
-0.24%
0.050
+14.13%
+46.42%
4,677.9
Capital Markets
TIPT
Tiptree Inc
72,988
1,758.3
-12.86%
2.760
-0.26%
0.190
-2.59%
+4.49%
812.9
Insurance

Cove Street Capital, LLC's Historical Top Holdings Breakdowns

Cove Street Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OUT
Outfront Media Inc
2025-03-31
Reduce
Reduce
-2.90%
●
15.69 ($17.85) 19.36
$18.06
1.18%
Reduce -99.98%
22
-136,523
WEX
WEX Inc
2025-03-31
New Buy
New Buy
+2.70%
●
148.29 ($164.66) 186.78
$163.40
-0.77%
New holding
10,968
10,968
FNV
Franco-Nevada Corp
2025-03-31
Sold Out
Sold Out
-2.35%
●
120.72 ($139.9) 157.56
$162.21
15.95%
Sold Out
0
-17,114
CLVT
Clarivate PLC
2025-03-31
Reduce
Reduce
-2.25%
●
3.93 ($4.74) 5.66
$4.47
-5.70%
Reduce -52.32%
345,588
-379,280
RSSS
Research Solutions Inc
2025-03-31
Reduce
Reduce
-2.03%
●
2.6 ($3.41) 4.13
$2.80
-17.89%
Reduce -23.76%
1,345,318
-419,332
AVD
American Vanguard Corp
2025-03-31
Add
Add
+2.01%
●
4.21 ($5.1) 6.27
$3.73
-26.86%
Add 35%
1,119,539
290,246
TBRG
TruBridge Inc
2025-03-31
Sold Out
Sold Out
-1.87%
●
19.9 ($26.05) 30.09
$23.11
-11.29%
Sold Out
0
-81,569
ANIK
Anika Therapeutics Inc
2025-03-31
New Buy
New Buy
+1.77%
●
15.03 ($16.64) 17.97
$11.50
-30.89%
New holding
74,902
74,902
SSP
The E W Scripps Co
2025-03-31
Reduce
Reduce
-1.45%
●
1.41 ($2.19) 3.36
$3.35
52.97%
Reduce -44.21%
705,418
-559,006
ECVT
Ecovyst Inc
2025-03-31
Add
Add
+1.43%
●
6.2 ($7.4) 8.42
$8.79
18.78%
Add 29.82%
638,149
146,589

Cove Street Capital, LLC Total Holding History ($B)

To

Cove Street Capital, LLC's Asset Allocation

To

Cove Street Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cove Street Capital, LLC's Hypothetical Growth since 2025-03-31

Cove Street Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cove Street Capital, LLC's Holdings Heat Map

Size field:

Cove Street Capital, LLC's Holdings Bubble Chart

Cove Street Capital, LLC News

  • 1

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