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 |
|---|---|---|
| Top 20 Holdings Weighted | +20.49% | +66.96% |
| Top 20 Holdings Unweighted | +22.73% | +75.65% |
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