§ 13F · FUND PROFILE
Covey Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $92.9T (13F)Positions · 42Turnover · — · Q2Filed · Aug 4, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 4, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY CLASS B | 20K | $9.5T | 10.2% | — |
| 2 | KKR | KKR & CO INC | 68K | $9.0T | 9.7% | — |
| 3 | V | VISA INC CLASS A | 23K | $8.2T | 8.9% | — |
| 4 | BKNG | BOOKING HLDGS INC | 1K | $6.5T | 7.0% | — |
| 5 | PGR | PROGRESSIVE CORP OH | 20K | $5.4T | 5.8% | — |
| 6 | META | META PLATFORMS INC CLASS A | 7K | $4.9T | 5.2% | — |
| 7 | GOOGL | ALPHABET INC CLASS A | 23K | $4.0T | 4.3% | — |
| 8 | AMZN | AMAZON.COM INC | 17K | $3.8T | 4.0% | — |
| 9 | GOOG | ALPHABET INC CLASS C | 21K | $3.7T | 4.0% | — |
| 10 | CPRT | COPART INC | 72K | $3.5T | 3.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COVEY SIGNAL
AC read
Covey Capital Advisors, LLC is a Other fund managing $92912.1 trillion in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed