COVEY CAPITAL ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DRVN | 74K | $1.29M |
 | CPRT | 72K | $3.54M |
 | KKR | 68K | $9.04M |
 | HGV | 45K | $1.86M |
 | SDHC | 36K | $704.95K |
 | CSX | 31K | $1.02M |
 | BRO | 25K | $2.78M |
 | AMRZ | 24K | $1.18M |
 | V | 23K | $8.24M |
 | GOOGL | 23K | $4.00M |
 | SCHW | 22K | $1.98M |
 | GOOG | 21K | $3.70M |
 | PGR | 20K | $5.36M |
 | BRK-B | 20K | $9.51M |
 | AMZN | 17K | $3.75M |
 | DSGR | 14K | $381.45K |
 | NRP | 12K | $1.15M |
 | AAON | 9K | $676.29K |
 | PM | 8K | $1.49M |
 | META | 7K | $4.85M |
Driven Brands Holdings Inc.
DRVN
Shares Held
74K
Value
$1.29M
Copart, Inc.
CPRT
Shares Held
72K
Value
$3.54M
KKR & Co. Inc.
KKR
Shares Held
68K
Value
$9.04M
Hilton Grand Vacations Inc.
HGV
Shares Held
45K
Value
$1.86M
Smith Douglas Homes Corp.
SDHC
Shares Held
36K
Value
$704.95K
CSX Corporation
CSX
Shares Held
31K
Value
$1.02M
Brown & Brown, Inc.
BRO
Shares Held
25K
Value
$2.78M
Amrize Ltd
AMRZ
Shares Held
24K
Value
$1.18M
Visa Inc.
V
Shares Held
23K
Value
$8.24M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$4.00M
The Charles Schwab Corporation
SCHW
Shares Held
22K
Value
$1.98M
Alphabet Inc.
GOOG
Shares Held
21K
Value
$3.70M
The Progressive Corporation
PGR
Shares Held
20K
Value
$5.36M
Berkshire Hathaway Inc.
BRK-B
Shares Held
20K
Value
$9.51M
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.75M
Distribution Solutions Group, Inc.
DSGR
Shares Held
14K
Value
$381.45K
Natural Resource Partners L.P.
NRP
Shares Held
12K
Value
$1.15M
AAON, Inc.
AAON
Shares Held
9K
Value
$676.29K
Philip Morris International Inc.
PM
Shares Held
8K
Value
$1.49M
Meta Platforms, Inc.
META
Shares Held
7K
Value
$4.85M