Stock Taper 
COVEY CAPITAL ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Philip Morris International Inc. | PM | 8.16K | $1.49M |
 AAON, Inc. | AAON | 9.17K | $676.29K |
 Natural Resource Partners L.P. | NRP | 12.02K | $1.15M |
 Distribution Solutions Group, Inc. | DSGR | 13.89K | $381.45K |
 Amazon.com, Inc. | AMZN | 17.1K | $3.75M |
 Berkshire Hathaway Inc. | BRK-B | 19.58K | $9.51M |
 The Progressive Corporation | PGR | 20.1K | $5.36M |
 Alphabet Inc. | GOOG | 20.86K | $3.7M |
 The Charles Schwab Corporation | SCHW | 21.71K | $1.98M |
 Alphabet Inc. | GOOGL | 22.72K | $4M |
 Visa Inc. | V | 23.22K | $8.24M |
 Amrize Ltd | AMRZ | 23.73K | $1.18M |
 Brown & Brown, Inc. | BRO | 25.11K | $2.78M |
 CSX Corporation | CSX | 31.13K | $1.02M |
 Smith Douglas Homes Corp. | SDHC | 36.3K | $704.95K |
 Hilton Grand Vacations Inc. | HGV | 44.77K | $1.86M |
 KKR & Co. Inc. | KKR | 67.96K | $9.04M |
 Copart, Inc. | CPRT | 72.23K | $3.54M |
 Driven Brands Holdings Inc. | DRVN | 73.64K | $1.29M |