Covey Capital Advisors, LLC

Est. AUM

$92.9M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY CLASS B	CL B NEW	$9.5M	19579	10.24%	SOLE
2	KKR & CO INC	COM UNITS	$9.0M	67964	9.73%	SOLE
3	VISA INC CLASS A	COM CL A	$8.2M	23222	8.87%	SOLE
4	BOOKING HLDGS INC	COM	$6.5M	1117	6.96%	SOLE
5	PROGRESSIVE CORP OH	COM	$5.4M	20104	5.77%	SOLE
6	META PLATFORMS INC CLASS A	CL A	$4.9M	6573	5.22%	SOLE
7	ALPHABET INC CLASS A	CL A	$4.0M	22718	4.31%	SOLE
8	AMAZON.COM INC	COM	$3.8M	17104	4.04%	SOLE
9	ALPHABET INC CLASS C	CL C	$3.7M	20858	3.98%	SOLE
10	COPART INC	COM	$3.5M	72226	3.81%	SOLE
11	BROWN & BROWN INC	COM	$2.8M	25115	3.00%	SOLE
12	GARTNER INC	COM	$2.2M	5355	2.33%	SOLE
13	FISERV INC	COM	$2.1M	12123	2.25%	SOLE
14	CHARLES SCHWAB CORP	COM	$2.0M	21713	2.13%	SOLE
15	FIRST CTZNS BANCSHARES ICLASS A	CL A	$1.9M	985	2.07%	SOLE
16	HILTON GRAND VACATIONS I	COM	$1.9M	44774	2.00%	SOLE
17	PHILIP MORRIS INTL INC	COM	$1.5M	8162	1.60%	SOLE
18	WORKDAY INC CLASS A	CL A	$1.3M	5520	1.43%	SOLE
19	MEDPACE HLDGS INC	COM	$1.3M	4160	1.41%	SOLE
20	KINSALE CAP GROUP INC	COM	$1.3M	2688	1.40%	SOLE
21	DRIVEN BRANDS HLDGS INC	COM	$1.3M	73645	1.39%	SOLE
22	MICROSOFT CORP	COM	$1.2M	2450	1.31%	SOLE
23	AMRIZE LTD F CH SHRS	SHS	$1.2M	23726	1.27%	SOLE
24	NATURAL RESOURCE PART LP	COM UNIT LTD PAR	$1.1M	12020	1.24%	SOLE
25	CSX CORP	COM	$1.0M	31133	1.09%	SOLE
26	NVR INC	COM	$1.0M	137	1.09%	SOLE
27	DANAHER CORP	COM	$883K	4469	0.95%	SOLE
28	APPLE INC	COM	$859K	4187	0.92%	SOLE
29	MORNINGSTAR INC	COM	$817K	2604	0.88%	SOLE
30	TALEN ENERGY CORP NEW CLASS EQUITY	COM	$732K	2517	0.79%	SOLE
31	JPMORGAN CHASE & CO	COM	$710K	2450	0.76%	SOLE
32	SMITH DOUGLAS HOMES CORPCLASS A	COM SHS CL A	$705K	36300	0.76%	SOLE
33	AAON INC	COM PAR $0.004	$676K	9170	0.73%	SOLE
34	ENERGY SELECT SECTOR SPDR ETF	ENERGY	$642K	7571	0.69%	SOLE
35	DISNEY WALT CO	COM	$611K	4929	0.66%	SOLE
36	BLACKSTONE INC	COM	$586K	3920	0.63%	SOLE
37	PAYPAL HLDGS INC	COM	$437K	5879	0.47%	SOLE
38	SHERWIN-WILLIAMS CO	COM	$421K	1226	0.45%	SOLE
39	MASTERCARD INC CLASS A	CL A	$413K	735	0.44%	SOLE
40	DISTRIBUTION SOLUTIONS G	COM	$381K	13886	0.41%	SOLE
41	STRIVE U S ENERGY ETF	EA SERIES TRUST	$271K	10000	0.29%	SOLE
42	THERMO FISHER SCIENTIFIC	COM	$199K	490	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.