Covey Capital Advisors as of March 31, 2019
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hathaway (BRK.B) | 9.2 | $6.8M | 34k | 200.89 | |
KKR & Co | 6.7 | $5.0M | 213k | 23.49 | |
Gartner (IT) | 6.5 | $4.8M | 32k | 151.68 | |
Carvana Co cl a (CVNA) | 5.9 | $4.4M | 76k | 58.06 | |
Charter Communications | 5.8 | $4.3M | 12k | 346.94 | |
Visa (V) | 5.7 | $4.2M | 27k | 156.19 | |
Alphabet Inc Class A cs (GOOGL) | 4.4 | $3.3M | 2.8k | 1176.79 | |
Alphabet Inc Class C cs (GOOG) | 4.1 | $3.1M | 2.6k | 1173.33 | |
Copart (CPRT) | 4.1 | $3.0M | 50k | 60.58 | |
Viad (VVI) | 4.0 | $3.0M | 53k | 56.28 | |
Charles Schwab Corporation (SCHW) | 3.9 | $2.9M | 68k | 42.76 | |
Wix (WIX) | 3.9 | $2.9M | 24k | 120.84 | |
Celanese Corporation (CE) | 3.8 | $2.8M | 29k | 98.59 | |
Dollar General (DG) | 3.7 | $2.7M | 23k | 119.32 | |
Paypal Holdings (PYPL) | 3.2 | $2.4M | 23k | 103.82 | |
Booking Holdings (BKNG) | 3.2 | $2.4M | 1.4k | 1744.87 | |
Facebook Inc cl a (META) | 3.0 | $2.3M | 14k | 166.69 | |
Servicemaster Global | 3.0 | $2.2M | 48k | 46.70 | |
Ituran Location And Control (ITRN) | 2.3 | $1.7M | 50k | 34.15 | |
Walt Disney Company (DIS) | 2.2 | $1.6M | 15k | 111.04 | |
Apollo Global Management 'a' | 1.9 | $1.4M | 50k | 28.25 | |
American Tower Reit (AMT) | 1.6 | $1.2M | 6.0k | 197.00 | |
FedEx Corporation (FDX) | 1.5 | $1.1M | 6.1k | 181.46 | |
Ritchie Bros. Auctioneers Inco | 1.4 | $1.1M | 31k | 33.99 | |
Fiserv (FI) | 1.1 | $795k | 9.0k | 88.33 | |
Credit Acceptance (CACC) | 1.1 | $791k | 1.8k | 452.00 | |
Live Nation Entertainment (LYV) | 0.9 | $699k | 11k | 63.55 | |
Liveramp Holdings (RAMP) | 0.8 | $589k | 11k | 54.59 | |
Cimpress N V Shs Euro | 0.4 | $321k | 4.0k | 80.25 | |
Vail Resorts (MTN) | 0.3 | $221k | 1.0k | 217.31 | |
Fiat Chrysler Auto | 0.2 | $149k | 10k | 14.90 |