Covey Capital Advisors, LLC Portfolio Holdings

Covey Capital Advisors, LLC

  • $89.4 Million
  • Q2 2025

Covey Capital Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $89.4 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $9.51M, Kkr & Co. Inc. with a value of $9.04M, Visa Inc. with a value of $8.24M, Booking Holdings Inc. with a value of $6.47M, and Progressive Corp with a value of $5.36M.

Examining the 13F form we can see an increase of $4.62M in the current position value, from $84.8M to 89.4M.

Covey Capital Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Covey Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $89.4 Million
Financial Services: $43.1 Million
Consumer Cyclical: $17.9 Million
Communication Services: $13.2 Million
Technology: $7.08 Million
Healthcare: $2.39 Million
Industrials: $2.07 Million
Consumer Defensive: $1.49 Million
Energy: $1.15 Million
Other: $1.06 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $89.4 Million
  • Prior Value $84.8 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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