- New Purchases: IAC, TCBC,
- Added Positions: FISV,
- Reduced Positions: IT, CDLX, CVNA, WIX, BKNG, DIS, GDDY, RBA, VRT, ANGI,
- Sold Out: HOME,
For the details of Covey Capital Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/covey+capital+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Covey Capital Advisors, LLC- Berkshire Hathaway Inc (BRK.B) - 37,441 shares, 9.59% of the total portfolio.
- Carvana Co (CVNA) - 25,293 shares, 7.16% of the total portfolio. Shares reduced by 4.99%
- Gartner Inc (IT) - 22,728 shares, 6.48% of the total portfolio. Shares reduced by 15.5%
- Visa Inc (V) - 30,184 shares, 6.31% of the total portfolio.
- Alphabet Inc (GOOG) - 2,433 shares, 6.09% of the total portfolio.
Covey Capital Advisors, LLC initiated holding in IAC/InterActiveCorp. The purchase prices were between $124.28 and $153.83, with an estimated average price of $134.57. The stock is now traded at around $147.013000. The impact to a portfolio due to this purchase was 1.73%. The holding were 14,158 shares as of 2021-09-30.
New Purchase: TC Bancshares Inc (TCBC)Covey Capital Advisors, LLC initiated holding in TC Bancshares Inc. The purchase prices were between $11.96 and $13.96, with an estimated average price of $12.72. The stock is now traded at around $13.550000. The impact to a portfolio due to this purchase was 0.39%. The holding were 30,000 shares as of 2021-09-30.
Added: Fiserv Inc (FISV)Covey Capital Advisors, LLC added to a holding in Fiserv Inc by 33.53%. The purchase prices were between $106.21 and $119.11, with an estimated average price of $111.75. The stock is now traded at around $100.030000. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,333 shares as of 2021-09-30.
Sold Out: At Home Group Inc (HOME)Covey Capital Advisors, LLC sold out a holding in At Home Group Inc. The sale prices were between $36.74 and $37.02, with an estimated average price of $36.87.
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