CC

Covey Capital Advisors, LLC

13F
Covey Capital Advisors, LLC
Last update 2025-05-01 38 Stocks (3 new)
Value $87.00 Mil Turnover 3 %
Countries:
Top Holdings: BRK.B(13.41%)V(9.38%)KKR(9.27%)PGR(6.55%)BKNG(5.87%)
Summary Stock Picks Current Portfolio
Covey Capital Advisors, 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
BRK.B 		Berkshire Hathaway Inc
21,854
11,639.0
-8.38%
13.410
-1.03%
0.000
-2.14%
+10.93%
1,085,014.8
Insurance
V 		Visa Inc
23,222
8,138.4
+0.16%
9.380
+0.01%
0.000
+0.89%
+15.98%
699,834.0
Credit Services
KKR 		KKR & Co Inc
69,634
8,050.4
-7.50%
9.270
-0.95%
0.010
-9.98%
-17.37%
108,542.5
Asset Management
PGR 		Progressive Corp
20,104
5,689.6
+0.74%
6.550
+0.05%
0.000
+2.43%
+22.87%
169,266.2
Insurance
BKNG 		Booking Holdings Inc
1,106
5,095.2
-0.72%
5.870
-0.05%
0.000
+10.65%
+11.71%
180,238.0
Travel & Leisure
GOOG 		Alphabet Inc
28,188
4,403.8
+8.33%
5.070
+0.39%
0.000
-0.96%
-10.44%
2,058,452.1
Interactive Media
CPRT 		Copart Inc
74,266
4,202.7
-0.07%
4.840
0%
0.010
-7.30%
-11.48%
49,077.5
Business Services
META 		Meta Platforms Inc
6,573
3,788.4
+0.77%
4.360
+0.03%
0.000
+0.49%
+14.69%
1,686,862.2
Interactive Media
GOOGL 		Alphabet Inc
23,798
3,680.1
-0.55%
4.240
-0.03%
0.000
-0.62%
-10.61%
2,058,452.1
Interactive Media
BRO 		Brown & Brown Inc
29,157
3,627.1
+0.57%
4.180
+0.02%
0.010
-4.21%
+11.46%
32,503.6
Insurance

Covey Capital Advisors, LLC's Historical Top Holdings Breakdowns

Covey Capital Advisors, 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
MEDP 		Medpace Holdings Inc2025-03-31New Buy
+1.45%
●
304.69 ($336.38) 360.97
$297.81
-11.47%
New holding
4,140
4,140
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-1.03%
●
442.66 ($486.15) 534.52
$502.81
3.43%
Reduce -8.38%
21,854
-1,999
KKR 		KKR & Co Inc2025-03-31Reduce
-0.95%
●
108.17 ($137.58) 167.07
$121.87
-11.42%
Reduce -7.5%
69,634
-5,646
DRVN 		Driven Brands Holdings Inc2025-03-31New Buy
+0.75%
●
14.92 ($16.35) 17.89
$17.90
9.48%
New holding
37,730
37,730
GOOG 		Alphabet Inc2025-03-31Add
+0.39%
●
156.06 ($183.12) 207.71
$170.37
-6.96%
Add 8.33%
28,188
2,168
TLN 		Talen Energy Corp2025-03-31Reduce
-0.38%
●
165.75 ($216.89) 250.37
$248.56
14.60%
Reduce -39.04%
2,572
-1,647
TMO 		Thermo Fisher Scientific Inc2025-03-31New Buy
+0.28%
●
497.6 ($541.6) 606.74
$396.47
-26.80%
New holding
490
490
KNSL 		Kinsale Capital Group Inc2025-03-31Add
+0.20%
●
416.48 ($448.86) 494.72
$473.13
5.41%
Add 28.48%
1,615
358
PM 		Philip Morris International Inc2025-03-31Add
+0.09%
●
117.15 ($141.65) 158.79
$182.75
29.02%
Add 6.32%
8,162
485
PGR 		Progressive Corp2025-03-31Add
+0.05%
●
235.61 ($261.55) 291.22
$288.74
10.40%
Add 0.74%
20,104
147

Covey Capital Advisors, LLC Total Holding History ($B)

To

Covey Capital Advisors, LLC's Asset Allocation

To

Covey Capital Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Covey Capital Advisors, LLC's Hypothetical Growth since 2025-03-31

Covey Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Covey Capital Advisors, LLC's Holdings Heat Map

Size field:

Covey Capital Advisors, LLC's Holdings Bubble Chart

Covey Capital Advisors, LLC News

  • 1

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