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Covey Capital Advisors, LLC
Covey Capital Advisors, LLC is an SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 2007, the firm specializes in providing discretionary investment advisory services to high net worth individuals, family offices, and charitable foundations. Covey Capital manages Separately Managed Accounts (SMAs) and maintains a comprehensive, research-focused approach to investing. With approximately 2 employees, the firm is characterized by its boutique, client-focused model and adherence to a fiduciary code of ethics.
Investment Strategy
Covey Capital Advisors pursues a fundamental, research-intensive, value-oriented investment strategy in global public markets. The firm emphasizes capital preservation and significant absolute returns while minimizing risk. Covey Capital predominantly serves high net worth individuals and builds diversified portfolios using individual stocks, ETFs, and fixed income instruments. Its investment process is driven by bottom-up analysis, risk minimization through diversification, and disciplined execution of a value-focused philosophy. The firm acts as a fiduciary, placing client interests first and maintaining compliance through a robust ethical framework.
Latest 13F Filing Activity
Covey Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions with a total 13F market value of $93M. The fund increased holdings in Booking HLDGS Inc., First CTZNS Bancshares Iclass A, Workday Inc. Class A among other positions. Covey Capital Advisors, LLC reduced exposure to Berkshire Hathaway Class B, Brown & Brown Inc., Alphabet Inc. Class C among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 10.24% | $9.5M | 19,579 | $146.86 | $485.77 | -$2.1M | |
K KKR | KKR & CO INC | 9.73% | $9.0M | 67,964 | $48.48 | $133.03 | +$990.9K |
V V | VISA INC CLASS A | 8.87% | $8.2M | 23,222 | $158.96 | $355.05 | +$106.6K |
B BKNG | BOOKING HLDGS INC | 6.96% | $6.5M | 1,117 | $1862.74 | $5789.24 | +$1.4M |
P PGR | PROGRESSIVE CORP OH | 5.77% | $5.4M | 20,104 | $113.99 | $266.86 | -$324.7K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | Atlanta, GA , United States |
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