Stock Taper

COVEY CAPITAL ADVISORS, LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Driven Brands Holdings Inc.DRVN73.64K$1.29M
Copart, Inc.CPRT72.23K$3.54M
KKR & Co. Inc.KKR67.96K$9.04M
Hilton Grand Vacations Inc.HGV44.77K$1.86M
Smith Douglas Homes Corp.SDHC36.3K$704.95K
CSX CorporationCSX31.13K$1.02M
Brown & Brown, Inc.BRO25.11K$2.78M
Amrize LtdAMRZ23.73K$1.18M
Visa Inc.V23.22K$8.24M
Alphabet Inc.GOOGL22.72K$4M
The Charles Schwab CorporationSCHW21.71K$1.98M
Alphabet Inc.GOOG20.86K$3.7M
The Progressive CorporationPGR20.1K$5.36M
Berkshire Hathaway Inc.BRK-B19.58K$9.51M
Amazon.com, Inc.AMZN17.1K$3.75M
Distribution Solutions Group, Inc.DSGR13.89K$381.45K
Natural Resource Partners L.P.NRP12.02K$1.15M
AAON, Inc.AAON9.17K$676.29K
Philip Morris International Inc.PM8.16K$1.49M
Meta Platforms, Inc.META6.57K$4.85M