HoldingsChannel.com
Covey Capital Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC CL B      $7,035
     BRK.B38,480-3,553$7,035
VISA INC CLASS A SHARES (V) 29,695 -3,590 $4,784
     V29,695-3,590$4,784
KKR & CO LP      $4,624
     COM UNITS197,021-32,194$4,624
CHARTER COMMUNICATIONS INC A 10,311 +10,311 $4,499
     COM10,311+10,311$4,499
COPART INC 48,288 -6,043 $3,309
     CPRT48,288-6,043$3,309
GARTNER INC 30,075 -5,544 $2,995
     IT30,075-5,544$2,995
ALPHABET INC CL C 2,541 -301 $2,955
     GOOG2,541-301$2,955
ALPHABET INC CL A 2,356 -455 $2,738
     GOOGL2,356-455$2,738
CARDLYTICS INC 76,476 -6,471 $2,674
     CDLX76,476-6,471$2,674
FACEBOOK INC 15,485 -1,814 $2,583
     FB15,485-1,814$2,583
PAYPAL HOLDINGS INC 26,285 -4,065 $2,517
     PYPL26,285-4,065$2,517
WALT DISNEY CO 24,570 -2,330 $2,373
     DIS24,570-2,330$2,373
BOOKING HOLDINGS INC 1,719 +608 $2,313
     BKNG1,719+608$2,313
SCHWAB CHARLES CORP 64,364 -4,049 $2,164
     SCHW64,364-4,049$2,164
WIX.COM LTD 20,225 -556 $2,039
     WIX20,225-556$2,039
CARVANA CO 32,825 -42,598 $1,808
     CVNA32,825-42,598$1,808
AMERICAN TOWER CORP 7,500 UNCH $1,633
     AMT7,500UNCH$1,633
DOLLAR GENERAL CORP 9,902 -3,020 $1,495
     DG9,902-3,020$1,495
APOLLO GLOBAL MANAGEMENT A      $1,354
     CL A SHS40,422+40,422$1,354
RITCHIE BROS AUCTIONEERS 31,300 +2,500 $1,070
     RBA31,300+2,500$1,070
GODADDY INC 15,068 +15,068 $861
     GDDY15,068+15,068$861
FISERV INC 4,255 -4,745 $404
     FISV4,255-4,745$404
CELANESE CORP SERIES A 5,079 UNCH $373
     CE5,079UNCH$373
ZEBRA TECHNOLOGIES CORP 1,386 +1,386 $254
     ZBRA1,386+1,386$254
CONTANGO OIL & GAS 65,091 +24,479 $98
     MCF65,091+24,479$98

See Full List: All Stocks Held By Covey Capital Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Covey Capital Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $58,975
At 12/31/2019: $92,680

Covey Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Covey Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings

Covey Capital Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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