Covey Capital Advisors as of June 30, 2019
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 29 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.2 | $7.6M | 36k | 213.18 | |
| Visa (V) | 7.0 | $5.9M | 34k | 173.54 | |
| KKR & Co | 6.9 | $5.8M | 229k | 25.27 | |
| Gartner (IT) | 6.6 | $5.5M | 34k | 160.95 | |
| Carvana Co cl a (CVNA) | 6.0 | $5.0M | 80k | 62.59 | |
| Charter Communications | 5.6 | $4.7M | 12k | 395.16 | |
| Copart (CPRT) | 5.5 | $4.5M | 61k | 74.75 | |
| Walt Disney Company (DIS) | 4.7 | $3.9M | 28k | 139.62 | |
| Viad (VVI) | 4.7 | $3.9M | 59k | 66.24 | |
| Paypal Holdings (PYPL) | 4.2 | $3.5M | 31k | 114.47 | |
| Facebook Inc cl a (META) | 4.1 | $3.4M | 18k | 193.01 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $3.2M | 2.9k | 1080.90 | |
| Wix (WIX) | 3.8 | $3.1M | 22k | 142.12 | |
| Dollar General (DG) | 3.7 | $3.1M | 23k | 135.18 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $3.0M | 2.8k | 1082.79 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $2.7M | 68k | 40.19 | |
| Booking Holdings (BKNG) | 2.7 | $2.3M | 1.2k | 1874.48 | |
| Servicemaster Global | 2.4 | $2.0M | 39k | 52.09 | |
| Celanese Corporation (CE) | 2.0 | $1.6M | 15k | 107.79 | |
| Apollo Global Management 'a' | 2.0 | $1.6M | 48k | 34.29 | |
| American Tower Reit (AMT) | 1.8 | $1.5M | 7.5k | 204.40 | |
| Credit Acceptance (CACC) | 1.4 | $1.1M | 2.4k | 483.83 | |
| Ritchie Bros. Auctioneers Inco | 1.2 | $1.0M | 31k | 33.23 | |
| Ituran Location And Control (ITRN) | 1.2 | $1.0M | 33k | 30.10 | |
| Fiserv (FI) | 1.0 | $820k | 9.0k | 91.11 | |
| Live Nation Entertainment (LYV) | 0.9 | $729k | 11k | 66.27 | |
| Liveramp Holdings (RAMP) | 0.5 | $402k | 8.3k | 48.49 | |
| Vail Resorts (MTN) | 0.3 | $227k | 1.0k | 223.21 | |
| Fiat Chrysler Auto | 0.2 | $138k | 10k | 13.80 |
