StockDriftsStockDriftsTop 42 Covey Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY CLASS B | 10.24% | 19.6K | $9.5M | — | — | — | 2025-06-30 |
| KKR | KKR & CO INC | 9.73% | 68.0K | $9.0M | — | — | — | 2025-06-30 |
| V | VISA INC CLASS A | 8.87% | 23.2K | $8.2M | — | — | — | 2025-06-30 |
| BKNG | BOOKING HLDGS INC | 6.96% | 1.1K | $6.5M | — | — | — | 2025-06-30 |
| PGR | PROGRESSIVE CORP OH | 5.77% | 20.1K | $5.4M | — | — | — | 2025-06-30 |
| META | META PLATFORMS INC CLASS A | 5.22% | 6.6K | $4.9M | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC CLASS A | 4.31% | 22.7K | $4.0M | — | — | — | 2025-06-30 |
| AMZN | AMAZON.COM INC | 4.04% | 17.1K | $3.8M | — | — | — | 2025-06-30 |
| GOOG | ALPHABET INC CLASS C | 3.98% | 20.9K | $3.7M | — | — | — | 2025-06-30 |
| CPRT | COPART INC | 3.81% | 72.2K | $3.5M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +66.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +75.65% |
Covey Capital Advisors, Llc reports $92.91M in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (10.2%), KKR (9.7%) and V (8.9%). The top 20 holdings account for 82.55% of reported assets. Its disclosed equity book has returned +66.96% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Covey Capital Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568891). View Covey Capital Advisors, Llc’s 13F filings on SEC