The Analysis of Covey Capital Advisors, LLC's Holdings
Currently, Covey Capital Advisors, LLC holds 42 types of securities in its portfolio with a total value $92.9M. In the most recent quarter, they have increased their positions in WDAY (+5.5K shares, valued at $1.3M), FCNCA (+670 shares, valued at $1.3M), AMRZ (+23.7K shares, valued at $1.2M); decreased their positions in GOOG (-7.3K shares, valued at $1.3M), BRK.B (-2.3K shares, valued at $1.1M), BRO (-4.0K shares, valued at $448.1K); initiated new positions in WDAY (+5.5K shares, valued at $1.3M), AMRZ (+23.7K shares, valued at $1.2M), SDHC (+36.3K shares, valued at $704.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY CLASS B19.6K shares-10.41%2025-06-302025-08-04
KKR KKR & CO INC68.0K shares-2.40%2025-06-302025-08-04 V VISA INC CLASS A23.2K shares0.00%2025-06-302025-08-04 BKNG BOOKING HLDGS INC1.1K shares0.99%2025-06-302025-08-04 PGR PROGRESSIVE CORP OH20.1K shares0.00%2025-06-302025-08-04 META META PLATFORMS INC CLASS A6.6K shares0.00%2025-06-302025-08-04 GOOGL ALPHABET INC CLASS A22.7K shares-4.54%2025-06-302025-08-04 AMZN AMAZON.COM INC17.1K shares0.01%2025-06-302025-08-04 GOOG ALPHABET INC CLASS C20.9K shares-26.00%2025-06-302025-08-04 CPRT COPART INC72.2K shares-2.75%2025-06-302025-08-04 BRO BROWN & BROWN INC25.1K shares-13.86%2025-06-302025-08-04 IT GARTNER INC5.4K shares-0.11%2025-06-302025-08-04 FI FISERV INC12.1K shares0.41%2025-06-302025-08-04 SCHW CHARLES SCHWAB CORP21.7K shares0.00%2025-06-302025-08-04 FCNCA FIRST CTZNS BANCSHARES ICLASS A985 shares212.70%2025-06-302025-08-04 HGV HILTON GRAND VACATIONS I44.8K shares0.39%2025-06-302025-08-04 PM PHILIP MORRIS INTL INC8.2K shares0.00%2025-06-302025-08-04 WDAY WORKDAY INC CLASS A5.5K sharesnew addition2025-06-302025-08-04 MEDP MEDPACE HLDGS INC4.2K shares0.48%2025-06-302025-08-04 KNSL KINSALE CAP GROUP INC2.7K shares66.44%2025-06-302025-08-04 DRVN DRIVEN BRANDS HLDGS INC73.6K shares95.19%2025-06-302025-08-04 MSFT MICROSOFT CORP2.5K shares0.00%2025-06-302025-08-04 AMRZ AMRIZE LTD F CH SHRS23.7K sharesnew addition2025-06-302025-08-04 NRP NATURAL RESOURCE PART LP12.0K shares0.70%2025-06-302025-08-04 CSX CSX CORP31.1K shares0.00%2025-06-302025-08-04 NVR NVR INC137 shares0.00%2025-06-302025-08-04 DHR DANAHER CORP4.5K shares0.00%2025-06-302025-08-04 AAPL APPLE INC4.2K shares-19.28%2025-06-302025-08-04 MORN MORNINGSTAR INC2.6K shares0.00%2025-06-302025-08-04 TLN TALEN ENERGY CORP NEW CLASS EQUITY2.5K shares-2.14%2025-06-302025-08-04 JPM JPMORGAN CHASE & CO2.5K shares0.00%2025-06-302025-08-04 SDHC SMITH DOUGLAS HOMES CORPCLASS A36.3K sharesnew addition2025-06-302025-08-04 AAON AAON INC9.2K sharesnew addition2025-06-302025-08-04 XLE ENERGY SELECT SECTOR SPDR ETF7.6K shares-22.20%2025-06-302025-08-04 DIS DISNEY WALT CO4.9K shares0.00%2025-06-302025-08-04 BX BLACKSTONE INC3.9K shares0.00%2025-06-302025-08-04 PYPL PAYPAL HLDGS INC5.9K shares-30.76%2025-06-302025-08-04 SHW SHERWIN-WILLIAMS CO1.2K shares0.00%2025-06-302025-08-04 MA MASTERCARD INC CLASS A735 shares0.00%2025-06-302025-08-04 DSGR DISTRIBUTION SOLUTIONS G13.9K shares-17.19%2025-06-302025-08-04 DRLL STRIVE U S ENERGY ETF10.0K shares0.00%2025-06-302025-08-04 TMO THERMO FISHER SCIENTIFIC490 shares0.00%2025-06-302025-08-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available