Covey Capital Advisors, LLC Top Holdings and 13F Report (2025) About Covey Capital Advisors, LLCInvestment ActivityCovey Capital Advisors, LLC has $87.96 million in total holdings as of December 31, 2024.Covey Capital Advisors, LLC owns shares of 35 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.92% of the portfolio was purchased this quarter.About 10.44% of the portfolio was sold this quarter.This quarter, Covey Capital Advisors, LLC has purchased 36 new stocks and bought additional shares in 1 stock.Covey Capital Advisors, LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings KKR & Co. Inc. $11,134,665Berkshire Hathaway $10,812,088Visa $7,327,703Booking $5,534,820Alphabet $4,955,249 Largest New Holdings this Quarter Kinsale Capital Group $584,668 Holding Largest Purchases this Quarter Kinsale Capital Group 1,257 shares (about $584.67K)Philip Morris International 1,876 shares (about $225.78K) Largest Sales this Quarter Berkshire Hathaway 3,123 shares (about $1.42M)KKR & Co. Inc. 7,390 shares (about $1.09M)CSX 21,414 shares (about $691.03K)Visa 1,744 shares (about $551.17K)Booking 96 shares (about $476.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCovey Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKKRKKR & Co. Inc.$11,134,665$1,093,055 ▼-8.9%75,28012.7%FinanceBRK.BBerkshire Hathaway$10,812,088$1,415,593 ▼-11.6%23,85312.3%FinanceVVisa$7,327,703$551,174 ▼-7.0%23,1868.3%Business ServicesBKNGBooking$5,534,820$476,968 ▼-7.9%1,1146.3%Retail/WholesaleGOOGAlphabet$4,955,249$446,963 ▼-8.3%26,0205.6%Computer and TechnologyPGRProgressive$4,781,897$467,719 ▼-8.9%19,9575.4%FinanceGOOGLAlphabet$4,529,949$364,781 ▼-7.5%23,9305.1%Computer and TechnologyCPRTCopart$4,265,282$289,590 ▼-6.4%74,3214.8%Business ServicesMETAMeta Platforms$3,819,282$349,549 ▼-8.4%6,5234.3%Computer and TechnologyAMZNAmazon.com$3,730,727$277,309 ▼-6.9%17,0054.2%Retail/WholesaleBROBrown & Brown$2,957,866$265,762 ▼-8.2%28,9933.4%FinanceITGartner$2,600,150$238,359 ▼-8.4%5,3673.0%Business ServicesFIFiserv$2,461,548$122,019 ▼-4.7%11,9832.8%Business ServicesHGVHilton Grand Vacations$1,723,226$191,089 ▼-10.0%44,2422.0%Consumer DiscretionarySCHWCharles Schwab$1,593,583$128,703 ▼-7.5%21,5321.8%FinanceNRPNatural Resource Partners$1,319,790$77,811 ▼-5.6%11,8901.5%Oils/EnergyAAPLApple$1,298,9290.0%5,1871.5%Computer and TechnologyNVRNVR$1,120,509$98,147 ▼-8.1%1371.3%ConstructionMSFTMicrosoft$1,032,6750.0%2,4501.2%Computer and TechnologyDHRDanaher$1,026,777$84,704 ▼-7.6%4,4731.2%MedicalCSXCSX$1,006,146$691,030 ▼-40.7%31,1791.1%TransportationPMPhilip Morris International$923,927$225,777 ▲32.3%7,6771.1%Consumer StaplesMORNMorningstar$877,933$76,781 ▼-8.0%2,6071.0%Business ServicesTALEN ENERGY CORP NEW CLASS EQUITY$850,002$84,416 ▼-9.0%4,2191.0%COMXLEEnergy Select Sector SPDR Fund$834,842$346,152 ▼-29.3%9,7460.9%ETFPYPLPayPal$725,390$59,318 ▼-7.6%8,4990.8%Computer and TechnologyBXBlackstone$675,8860.0%3,9200.8%FinanceFCNCAFirst Citizens BancShares$665,601$59,165 ▼-8.2%3150.8%FinanceJPMJPMorgan Chase & Co.$587,2900.0%2,4500.7%FinanceKNSLKinsale Capital Group$584,668$584,668 ▲New Holding1,2570.7%FinanceDSGRDistribution Solutions Group$577,404$48,882 ▼-7.8%16,7850.7%Business ServicesDISWalt Disney$549,512$244,636 ▼-30.8%4,9350.6%Consumer DiscretionarySHWSherwin-Williams$416,7540.0%1,2260.5%Basic MaterialsMAMastercard$387,0290.0%7350.4%Business ServicesDRLLStrive U.S. Energy ETF$272,7000.0%10,0000.3%ETFCDWCDW$0$332,887 ▼-100.0%00.0%Computer and TechnologyTMOThermo Fisher Scientific$0$303,099 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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