Covey Capital Advisors

Covey Capital Advisors as of March 31, 2019

Portfolio Holdings for Covey Capital Advisors

Covey Capital Advisors holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 9.2 $6.8M 34k 200.89
KKR & Co 6.7 $5.0M 213k 23.49
Gartner (IT) 6.5 $4.8M 32k 151.68
Carvana Co cl a (CVNA) 5.9 $4.4M 76k 58.06
Charter Communications 5.8 $4.3M 12k 346.94
Visa (V) 5.7 $4.2M 27k 156.19
Alphabet Inc Class A cs (GOOGL) 4.4 $3.3M 2.8k 1176.79
Alphabet Inc Class C cs (GOOG) 4.1 $3.1M 2.6k 1173.33
Copart (CPRT) 4.1 $3.0M 50k 60.58
Viad (VVI) 4.0 $3.0M 53k 56.28
Charles Schwab Corporation (SCHW) 3.9 $2.9M 68k 42.76
Wix (WIX) 3.9 $2.9M 24k 120.84
Celanese Corporation (CE) 3.8 $2.8M 29k 98.59
Dollar General (DG) 3.7 $2.7M 23k 119.32
Paypal Holdings (PYPL) 3.2 $2.4M 23k 103.82
Booking Holdings (BKNG) 3.2 $2.4M 1.4k 1744.87
Facebook Inc cl a (META) 3.0 $2.3M 14k 166.69
Servicemaster Global 3.0 $2.2M 48k 46.70
Ituran Location And Control (ITRN) 2.3 $1.7M 50k 34.15
Walt Disney Company (DIS) 2.2 $1.6M 15k 111.04
Apollo Global Management 'a' 1.9 $1.4M 50k 28.25
American Tower Reit (AMT) 1.6 $1.2M 6.0k 197.00
FedEx Corporation (FDX) 1.5 $1.1M 6.1k 181.46
Ritchie Bros. Auctioneers Inco 1.4 $1.1M 31k 33.99
Fiserv (FI) 1.1 $795k 9.0k 88.33
Credit Acceptance (CACC) 1.1 $791k 1.8k 452.00
Live Nation Entertainment (LYV) 0.9 $699k 11k 63.55
Liveramp Holdings (RAMP) 0.8 $589k 11k 54.59
Cimpress N V Shs Euro 0.4 $321k 4.0k 80.25
Vail Resorts (MTN) 0.3 $221k 1.0k 217.31
Fiat Chrysler Auto 0.2 $149k 10k 14.90