Covey Capital Advisors as of Dec. 31, 2020
Portfolio Holdings for Covey Capital Advisors
Covey Capital Advisors holds 32 positions in its portfolio as reported in the December 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) | 7.7 | $8.8M | 38k | 231.88 | |
| Kkr & Co Com Units | 6.9 | $7.9M | 195k | 40.49 | |
| Carvana Cl A (CVNA) | 6.5 | $7.4M | 31k | 239.53 | |
| Charter Communications | 6.1 | $7.0M | 11k | 661.58 | |
| Cardlytics (CDLX) | 6.0 | $6.8M | 48k | 142.76 | |
| Visa Inc-class A Shares Com Cl A (V) | 5.8 | $6.6M | 30k | 218.73 | |
| Copart (CPRT) | 5.4 | $6.2M | 49k | 127.25 | |
| Paypal Holdings (PYPL) | 4.9 | $5.6M | 24k | 234.22 | |
| Facebook Cl A (META) | 4.3 | $5.0M | 18k | 273.18 | |
| Walt Disney Company (DIS) | 4.1 | $4.7M | 26k | 181.19 | |
| Gartner (IT) | 4.1 | $4.7M | 29k | 160.21 | |
| Alphabet Inc-cl C CL C (GOOG) | 4.0 | $4.5M | 2.6k | 1751.93 | |
| Booking Holdings (BKNG) | 3.8 | $4.3M | 2.0k | 2227.18 | |
| Wix.com SHS (WIX) | 3.4 | $3.9M | 16k | 249.95 | |
| Alphabet Inc-cl A Cl A (GOOGL) | 3.3 | $3.8M | 2.1k | 1752.44 | |
| Charles Schwab Corporation (SCHW) | 3.1 | $3.6M | 67k | 53.04 | |
| Vertiv Holdings Com Cl A (VRT) | 3.1 | $3.5M | 189k | 18.67 | |
| Ritchie Bros. Auctioneers Inco | 2.7 | $3.0M | 44k | 69.55 | |
| Progressive Corporation (PGR) | 2.4 | $2.7M | 28k | 98.89 | |
| Iac Interactive Ord | 2.1 | $2.4M | 13k | 189.36 | |
| Godaddy Cl A (GDDY) | 1.8 | $2.1M | 25k | 82.97 | |
| Zebra Technologies Corp Cl A (ZBRA) | 1.8 | $2.1M | 5.4k | 384.40 | |
| American Tower Reit (AMT) | 1.5 | $1.7M | 7.5k | 224.40 | |
| NVR (NVR) | 1.4 | $1.6M | 380.00 | 4078.95 | |
| Apollo Global Management - A Cl A Shs | 0.8 | $943k | 19k | 48.99 | |
| Spectrum Brands Holding (SPB) | 0.6 | $734k | 9.3k | 78.95 | |
| At Home Group | 0.6 | $724k | 47k | 15.46 | |
| Angi Homeservices Com Cl A | 0.6 | $720k | 55k | 13.20 | |
| Fiserv (FI) | 0.4 | $484k | 4.3k | 113.75 | |
| Lowe's Companies (LOW) | 0.4 | $464k | 2.9k | 160.61 | |
| Aon Plc-class A Shs Cl A (AON) | 0.2 | $266k | 1.3k | 211.28 | |
| Mp Materials Corp Com Cl A (MP) | 0.2 | $257k | 8.0k | 32.12 |
