Covey Capital Advisors as of Sept. 30, 2019
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 30 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.3 | $7.9M | 38k | 208.02 | |
| KKR & Co | 7.3 | $6.2M | 229k | 26.85 | |
| Visa (V) | 6.9 | $5.8M | 34k | 172.00 | |
| Carvana Co cl a (CVNA) | 6.1 | $5.2M | 79k | 66.01 | |
| Gartner (IT) | 6.1 | $5.2M | 36k | 143.00 | |
| Charter Communications | 5.7 | $4.8M | 12k | 412.09 | |
| Copart (CPRT) | 5.4 | $4.6M | 57k | 80.33 | |
| Viad (VVI) | 4.6 | $3.9M | 58k | 67.14 | |
| Walt Disney Company (DIS) | 4.3 | $3.6M | 28k | 130.30 | |
| Alphabet Inc Class C cs (GOOG) | 4.1 | $3.5M | 2.8k | 1218.86 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $3.4M | 2.8k | 1221.27 | |
| Paypal Holdings (PYPL) | 3.8 | $3.2M | 31k | 103.58 | |
| Facebook Inc cl a (META) | 3.7 | $3.1M | 18k | 178.10 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $2.8M | 67k | 41.83 | |
| Dollar General (DG) | 3.0 | $2.5M | 16k | 158.96 | |
| Wix (WIX) | 2.9 | $2.5M | 21k | 116.72 | |
| Booking Holdings (BKNG) | 2.8 | $2.4M | 1.2k | 1962.84 | |
| Servicemaster Global | 2.5 | $2.1M | 38k | 55.90 | |
| Cardlytics (CDLX) | 2.4 | $2.0M | 59k | 33.52 | |
| Apollo Global Management 'a' | 2.1 | $1.8M | 48k | 37.82 | |
| American Tower Reit (AMT) | 2.0 | $1.7M | 7.5k | 221.07 | |
| Ritchie Bros. Auctioneers Inco | 1.5 | $1.2M | 31k | 39.90 | |
| Fiserv (FI) | 1.1 | $932k | 9.0k | 103.56 | |
| Credit Acceptance (CACC) | 1.0 | $853k | 1.9k | 461.08 | |
| At Home Group | 0.9 | $764k | 79k | 9.63 | |
| Live Nation Entertainment (LYV) | 0.9 | $730k | 11k | 66.36 | |
| Ituran Location And Control (ITRN) | 0.8 | $702k | 28k | 24.81 | |
| Celanese Corporation (CE) | 0.7 | $621k | 5.1k | 122.27 | |
| Liveramp Holdings (RAMP) | 0.4 | $365k | 8.5k | 42.99 | |
| Vail Resorts (MTN) | 0.3 | $228k | 1.0k | 228.00 |
