Covey Capital Advisors as of Dec. 31, 2018
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 34 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 10.6 | $6.6M | 32k | 204.15 | |
| Gartner (IT) | 6.7 | $4.2M | 33k | 127.81 | |
| KKR & Co | 6.7 | $4.1M | 211k | 19.63 | |
| Charter Communications | 5.7 | $3.5M | 12k | 284.93 | |
| Celanese Corporation (CE) | 5.2 | $3.2M | 36k | 89.95 | |
| Viad (VVI) | 4.8 | $3.0M | 60k | 50.09 | |
| Alphabet Inc Class A cs (GOOGL) | 4.7 | $2.9M | 2.8k | 1044.83 | |
| Alphabet Inc Class C cs (GOOG) | 4.3 | $2.7M | 2.6k | 1035.36 | |
| Booking Holdings (BKNG) | 3.9 | $2.4M | 1.4k | 1721.83 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $2.3M | 56k | 41.51 | |
| FedEx Corporation (FDX) | 3.7 | $2.3M | 14k | 161.29 | |
| Dollar General (DG) | 3.5 | $2.2M | 20k | 108.04 | |
| Carvana Co cl a (CVNA) | 3.4 | $2.1M | 65k | 32.71 | |
| Servicemaster Global | 3.1 | $1.9M | 53k | 36.73 | |
| CenturyLink | 3.1 | $1.9M | 126k | 15.14 | |
| Facebook Inc cl a (META) | 2.9 | $1.8M | 14k | 131.05 | |
| Ituran Location And Control (ITRN) | 2.7 | $1.7M | 52k | 32.05 | |
| Walt Disney Company (DIS) | 2.6 | $1.6M | 15k | 109.63 | |
| Paypal Holdings (PYPL) | 2.4 | $1.5M | 18k | 84.04 | |
| Visa (V) | 2.0 | $1.3M | 9.5k | 131.90 | |
| Apollo Global Management 'a' | 2.0 | $1.2M | 50k | 24.54 | |
| Ritchie Bros. Auctioneers Inco | 1.6 | $1.0M | 31k | 32.72 | |
| KAR Auction Services (KAR) | 1.6 | $1.0M | 21k | 47.71 | |
| American Tower Reit (AMT) | 1.5 | $949k | 6.0k | 158.17 | |
| Credit Acceptance (CACC) | 1.1 | $668k | 1.8k | 381.71 | |
| Siteone Landscape Supply (SITE) | 1.1 | $670k | 12k | 55.19 | |
| Fiserv (FI) | 1.1 | $661k | 9.0k | 73.44 | |
| Wix (WIX) | 0.9 | $578k | 6.4k | 90.30 | |
| Live Nation Entertainment (LYV) | 0.9 | $541k | 11k | 49.18 | |
| Cimpress N V Shs Euro | 0.7 | $413k | 4.0k | 103.25 | |
| National Beverage (FIZZ) | 0.6 | $340k | 4.7k | 71.73 | |
| Liveramp Holdings (RAMP) | 0.5 | $300k | 7.8k | 38.51 | |
| Vail Resorts (MTN) | 0.3 | $214k | 1.0k | 210.42 | |
| Fiat Chrysler Auto | 0.2 | $144k | 10k | 14.40 |
