Covey Capital Advisors as of Sept. 30, 2020
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 31 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc-cl B Cl B New (BRK.B) | 8.6 | $8.2M | 39k | 212.94 | |
| Carvana Cl A (CVNA) | 7.3 | $7.0M | 32k | 223.06 | |
| Kkr & Co Com Units | 7.1 | $6.8M | 197k | 34.34 | |
| Charter Communications | 7.0 | $6.7M | 11k | 624.38 | |
| Visa Inc-class A Shares Com Cl A (V) | 6.4 | $6.1M | 30k | 199.95 | |
| Copart (CPRT) | 5.4 | $5.2M | 49k | 105.15 | |
| Paypal Holdings (PYPL) | 5.1 | $4.9M | 25k | 197.04 | |
| Facebook Cl A (META) | 5.0 | $4.8M | 18k | 261.88 | |
| Wix.com SHS (WIX) | 4.3 | $4.1M | 16k | 254.85 | |
| Alphabet Inc-cl C CL C (GOOG) | 4.0 | $3.8M | 2.6k | 1469.69 | |
| Cardlytics (CDLX) | 3.9 | $3.7M | 53k | 70.57 | |
| Gartner (IT) | 3.9 | $3.7M | 30k | 124.95 | |
| Booking Holdings (BKNG) | 3.5 | $3.4M | 2.0k | 1710.71 | |
| Walt Disney Company (DIS) | 3.4 | $3.2M | 26k | 124.07 | |
| Alphabet Inc-cl A Cl A (GOOGL) | 3.3 | $3.2M | 2.2k | 1465.74 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $2.4M | 66k | 36.23 | |
| Vertiv Holdings Com Cl A (VRT) | 2.5 | $2.4M | 136k | 17.32 | |
| Ritchie Bros. Auctioneers Inco | 2.1 | $2.0M | 34k | 59.24 | |
| Godaddy Cl A (GDDY) | 2.0 | $1.9M | 25k | 75.97 | |
| American Tower Reit (AMT) | 1.9 | $1.8M | 7.5k | 241.73 | |
| Progressive Corporation (PGR) | 1.7 | $1.6M | 17k | 94.65 | |
| NVR (NVR) | 1.6 | $1.6M | 383.00 | 4083.55 | |
| Apollo Global Management - A Cl A Shs | 1.5 | $1.5M | 32k | 44.75 | |
| Zebra Technologies Corp Cl A (ZBRA) | 1.4 | $1.4M | 5.5k | 252.51 | |
| Iac Interactive Ord | 1.2 | $1.2M | 10k | 119.81 | |
| At Home Group | 0.7 | $705k | 47k | 14.86 | |
| Angi Homeservices Com Cl A (ANGI) | 0.6 | $603k | 54k | 11.09 | |
| Spectrum Brands Holding (SPB) | 0.6 | $564k | 9.9k | 57.20 | |
| Lowe's Companies (LOW) | 0.6 | $526k | 3.2k | 165.93 | |
| Fiserv (FI) | 0.5 | $438k | 4.3k | 102.94 | |
| Aon Plc-class A Shs Cl A (AON) | 0.3 | $260k | 1.3k | 206.51 |
