Covey Capital Advisors as of March 31, 2020
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 11.9 | $7.0M | 39k | 182.82 | |
| Visa (V) | 8.1 | $4.8M | 30k | 161.10 | |
| KKR & Co | 7.8 | $4.6M | 197k | 23.47 | |
| Charter Communications | 7.6 | $4.5M | 10k | 436.33 | |
| Copart (CPRT) | 5.6 | $3.3M | 48k | 68.53 | |
| Gartner (IT) | 5.1 | $3.0M | 30k | 99.58 | |
| Alphabet Inc Class C cs (GOOG) | 5.0 | $3.0M | 2.5k | 1162.93 | |
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $2.7M | 2.4k | 1162.14 | |
| Cardlytics (CDLX) | 4.5 | $2.7M | 77k | 34.97 | |
| Facebook Inc cl a (META) | 4.4 | $2.6M | 16k | 166.81 | |
| Paypal Holdings (PYPL) | 4.3 | $2.5M | 26k | 95.76 | |
| Walt Disney Company (DIS) | 4.0 | $2.4M | 25k | 96.58 | |
| Booking Holdings (BKNG) | 3.9 | $2.3M | 1.7k | 1345.55 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $2.2M | 64k | 33.62 | |
| Wix (WIX) | 3.5 | $2.0M | 20k | 100.82 | |
| Carvana Co cl a (CVNA) | 3.1 | $1.8M | 33k | 55.08 | |
| American Tower Reit (AMT) | 2.8 | $1.6M | 7.5k | 217.73 | |
| Dollar General (DG) | 2.5 | $1.5M | 9.9k | 150.98 | |
| Apollo Global Management 'a' | 2.3 | $1.4M | 40k | 33.50 | |
| Ritchie Bros. Auctioneers Inco | 1.8 | $1.1M | 31k | 34.19 | |
| Godaddy Inc cl a (GDDY) | 1.5 | $861k | 15k | 57.14 | |
| Fiserv (FI) | 0.7 | $404k | 4.3k | 94.95 | |
| Celanese Corporation (CE) | 0.6 | $373k | 5.1k | 73.44 | |
| Zebra Technologies (ZBRA) | 0.4 | $254k | 1.4k | 183.26 | |
| Contango Oil & Gas Company | 0.2 | $98k | 65k | 1.51 | |
| At Home Group | 0.0 | $23k | 11k | 2.02 |
