Covey Capital Advisors as of Dec. 31, 2019
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 30 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.3 | $9.5M | 42k | 226.49 | |
| Carvana Co cl a (CVNA) | 7.5 | $6.9M | 75k | 92.05 | |
| KKR & Co | 7.2 | $6.7M | 229k | 29.17 | |
| Visa (V) | 6.8 | $6.3M | 33k | 187.89 | |
| Gartner (IT) | 5.9 | $5.5M | 36k | 154.10 | |
| Charter Communications | 5.8 | $5.4M | 11k | 485.05 | |
| Cardlytics (CDLX) | 5.6 | $5.2M | 83k | 62.86 | |
| Copart (CPRT) | 5.3 | $4.9M | 54k | 90.94 | |
| Walt Disney Company (DIS) | 4.2 | $3.9M | 27k | 144.65 | |
| Viad (VVI) | 4.1 | $3.8M | 56k | 67.50 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $3.8M | 2.8k | 1337.09 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $3.8M | 2.8k | 1339.38 | |
| Facebook Inc cl a (META) | 3.8 | $3.6M | 17k | 205.27 | |
| Paypal Holdings (PYPL) | 3.5 | $3.3M | 30k | 108.17 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $3.3M | 68k | 47.56 | |
| Wix (WIX) | 2.7 | $2.5M | 21k | 122.37 | |
| Apollo Global Management 'a' | 2.5 | $2.3M | 48k | 47.71 | |
| Booking Holdings (BKNG) | 2.5 | $2.3M | 1.1k | 2054.01 | |
| Dollar General (DG) | 2.2 | $2.0M | 13k | 156.01 | |
| American Tower Reit (AMT) | 1.9 | $1.7M | 7.5k | 229.87 | |
| Ritchie Bros. Auctioneers Inco | 1.3 | $1.2M | 29k | 42.95 | |
| Fiserv (FI) | 1.1 | $1.0M | 9.0k | 115.67 | |
| Live Nation Entertainment (LYV) | 0.8 | $786k | 11k | 71.45 | |
| Ituran Location And Control (ITRN) | 0.7 | $651k | 26k | 25.14 | |
| Celanese Corporation (CE) | 0.7 | $625k | 5.1k | 123.06 | |
| Liveramp Holdings (RAMP) | 0.5 | $471k | 9.8k | 48.11 | |
| At Home Group | 0.5 | $437k | 79k | 5.51 | |
| Enterprise Products Partners (EPD) | 0.4 | $379k | 14k | 28.16 | |
| Vail Resorts (MTN) | 0.3 | $244k | 1.0k | 239.92 | |
| Contango Oil & Gas Company | 0.2 | $149k | 41k | 3.67 |
