Covey Capital Advisors, LLC Purchases in Q1 2025

Covey Capital Advisors, LLC

Stock	Shares change	Price Range	Shares Held
MEDP Medpace Holdings, Inc. Healthcare	4.14K New	$304.69 - $360.97 $1.26M - $1.49M	4.14K $1.26M
PGR Progressive Corp Financial Services	147 + 0.74%	$235.61 - $291.22 $34.6K - $42.8K	20.1K $5.69M
V Visa Inc. Financial Services	36 + 0.16%	$306.92 - $362.71 $11K - $13.1K	23.2K $8.14M
BRO Brown & Brown, Inc. Financial Services	164 + 0.57%	$100.54 - $124.4 $16.5K - $20.4K	29.2K $3.63M
DRVN Driven Brands Holdings Inc. Consumer Cyclical	37.7K New	$14.92 - $17.89 $563K - $675K	37.7K $646K
PM Philip Morris International Inc. Consumer Defensive	485 + 6.32%	$117.15 - $158.79 $56.8K - $77K	8.16K $1.3M
TMO Thermo Fisher Scientific Inc. Healthcare	490 New	$497.6 - $606.74 $244K - $297K	490 $243K
KNSL Kinsale Capital Group, Inc. Financial Services	358 + 28.48%	$416.48 - $494.72 $149K - $177K	1.62K $786K
SCHW Schwab Charles Corp Financial Services	181 + 0.84%	$71.24 - $83.64 $12.9K - $15.1K	21.7K $1.7M
FISV Fiserv Inc Technology	90 + 0.75%	N/A	12.1K $1.51M
HGV Hilton Grand Vacations Inc. Consumer Cyclical	357 + 0.81%	$33.7 - $43.19 $12K - $15.4K	44.6K $1.67M
META Meta Platforms, Inc. Communication Services	50 + 0.77%	$576.36 - $736.67 $28.8K - $36.8K	6.57K $3.79M
NRP Natural Resource Partners LP Energy	47 + 0.4%	$95.01 - $111.0 $4.47K - $5.22K	11.9K $1.24M
AMZN Amazon Com Inc Consumer Cyclical	98 + 0.58%	$190.26 - $242.06 $18.6K - $23.7K	17.1K $3.25M
GOOG Alphabet Inc. Communication Services	2.17K + 8.33%	$156.06 - $207.71 $338K - $450K	28.2K $4.4M

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