§ 13F · FUND PROFILE
Covey Capital Advisors, LLC.
AUM · $93M (13F)Positions · 42Turnover · n/a · Q2Filed · Aug 4, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 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 | $10M | 10.2% | −10% |
| 2 | KKR | KKR & CO INC | 68K | $9M | 9.7% | −2% |
| 3 | V | VISA INC CLASS A | 23K | $8M | 8.9% | ±0% |
| 4 | BKNG | BOOKING HLDGS INC | 1K | $6M | 7.0% | +1% |
| 5 | PGR | PROGRESSIVE CORP OH | 20K | $5M | 5.8% | ±0% |
| 6 | META | META PLATFORMS INC CLASS A | 7K | $5M | 5.2% | ±0% |
| 7 | GOOGL | ALPHABET INC CLASS A | 23K | $4M | 4.3% | −5% |
| 8 | AMZN | AMAZON.COM INC | 17K | $4M | 4.0% | ±0% |
| 9 | GOOG | ALPHABET INC CLASS C | 21K | $4M | 4.0% | −26% |
| 10 | CPRT | COPART INC | 72K | $4M | 3.8% | −3% |
§ 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 $93 million in assets. The fund runs a portfolio of 42 positions.
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