Covey Capital Advisors, LLC Top Holdings and 13F Report (2025) About Covey Capital Advisors, LLCInvestment ActivityCovey Capital Advisors, LLC has $86.80 million in total holdings as of March 31, 2025.Covey Capital Advisors, LLC owns shares of 38 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Covey Capital Advisors, LLC has purchased 35 new stocks and bought additional shares in 12 stocks.Covey Capital Advisors, LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $11,639,003Visa $8,138,382KKR & Co. Inc. $8,050,387Progressive $5,689,633Booking $5,095,243 Largest New Holdings this Quarter 58506Q109 - Medpace $1,261,417 Holding26210V102 - Driven Brands $646,692 Holding883556102 - Thermo Fisher Scientific $243,824 Holding Largest Purchases this Quarter Medpace 4,140 shares (about $1.26M)Driven Brands 37,730 shares (about $646.69K)Alphabet 2,168 shares (about $338.71K)Thermo Fisher Scientific 490 shares (about $243.82K)Kinsale Capital Group 358 shares (about $174.24K) Largest Sales this Quarter Berkshire Hathaway 1,999 shares (about $1.06M)KKR & Co. Inc. 5,646 shares (about $652.73K)TALEN ENERGY CORP NEW CLASS EQUITY 1,647 shares (about $328.86K)Booking 8 shares (about $36.86K)Alphabet 132 shares (about $20.41K) 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 PortfolioSectorBRK.BBerkshire Hathaway$11,639,003$1,064,627 ▼-8.4%21,85413.4%FinanceVVisa$8,138,382$12,617 ▲0.2%23,2229.4%Business ServicesKKRKKR & Co. Inc.$8,050,387$652,734 ▼-7.5%69,6349.3%FinancePGRProgressive$5,689,633$41,602 ▲0.7%20,1046.6%FinanceBKNGBooking$5,095,243$36,855 ▼-0.7%1,1065.9%Retail/WholesaleGOOGAlphabet$4,403,811$338,707 ▲8.3%28,1885.1%Computer and TechnologyCPRTCopart$4,202,713$3,112 ▼-0.1%74,2664.8%Business ServicesMETAMeta Platforms$3,788,414$28,818 ▲0.8%6,5734.4%Computer and TechnologyGOOGLAlphabet$3,680,123$20,412 ▼-0.6%23,7984.2%Computer and TechnologyBROBrown & Brown$3,627,131$20,402 ▲0.6%29,1574.2%FinanceAMZNAmazon.com$3,254,017$18,645 ▲0.6%17,1033.7%Retail/WholesaleFIFiserv$2,666,081$19,875 ▲0.8%12,0733.1%Business ServicesITGartner$2,250,226$2,518 ▼-0.1%5,3612.6%Business ServicesSCHWCharles Schwab$1,699,694$14,169 ▲0.8%21,7132.0%FinanceHGVHilton Grand Vacations$1,668,449$13,355 ▲0.8%44,5991.9%Consumer DiscretionaryPMPhilip Morris International$1,295,554$76,984 ▲6.3%8,1621.5%Consumer StaplesMEDPMedpace$1,261,417$1,261,417 ▲New Holding4,1401.5%MedicalNRPNatural Resource Partners$1,240,254$4,883 ▲0.4%11,9371.4%EnergyAAPLApple$1,152,1880.0%5,1871.3%Computer and TechnologyNVRNVR$992,4810.0%1371.1%ConstructionMSFTMicrosoft$919,7060.0%2,4501.1%Computer and TechnologyCSXCSX$916,244$1,354 ▼-0.1%31,1331.1%TransportationDHRDanaher$916,145$820 ▼-0.1%4,4691.1%MedicalXLEEnergy Select Sector SPDR Fund$909,362$1,402 ▼-0.2%9,7311.0%ETFKNSLKinsale Capital Group$786,037$174,242 ▲28.5%1,6150.9%FinanceMORNMorningstar$780,861$900 ▼-0.1%2,6040.9%Business ServicesDRVNDriven Brands$646,692$646,692 ▲New Holding37,7300.7%Retail/WholesaleJPMJPMorgan Chase & Co.$600,9850.0%2,4500.7%FinanceFCNCAFirst Citizens BancShares$584,0480.0%3150.7%FinancePYPLPayPal$554,038$522 ▼-0.1%8,4910.6%Computer and TechnologyBXBlackstone$547,9380.0%3,9200.6%FinanceTALEN ENERGY CORP NEW CLASS EQUITY$513,551$328,856 ▼-39.0%2,5720.6%COMDISWalt Disney$486,492$592 ▼-0.1%4,9290.6%Consumer DiscretionaryDSGRDistribution Solutions Group$469,532$448 ▼-0.1%16,7690.5%Business ServicesSHWSherwin-Williams$428,1070.0%1,2260.5%Basic MaterialsMAMastercard$402,8680.0%7350.5%Business ServicesDRLLStrive U.S. Energy ETF$297,0000.0%10,0000.3%ETFTMOThermo Fisher Scientific$243,824$243,824 ▲New Holding4900.3%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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