Covey Capital Advisors, LLC
Annual return '25
+1.2%
SPY '25
+17.7%
Alpha
-16.5ptsvs SPY
Invested
$4.3B
Holdings
177
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$POST
POST HLDGS INC
Q1 2026: Sold 95.4% (9.7k → 447 shares)
6.6%
02
$AMG
AFFILIATED MANAGERS GROUP IN
Q1 2026: Increased +101.2% (7.0k → 14.0k shares)
6.0%
03
$CLVT
CLARIVATE PLC
Q1 2026: Sold 98.9% (91.8k → 1.0k shares)
5.0%
04
$AVTR
AVANTOR INC
Q1 2026: New position (32.3k shares)
4.0%
05
$TAP
MOLSON COORS BEVERAGE CO
Q1 2026: Increased +62.8% (146.5k → 238.5k shares)
3.6%
06
$CHRW
C H ROBINSON WORLDWIDE INC
Q1 2026: Sold 11.9% (15.6k → 13.7k shares)
3.3%
07
$USFD
US FOODS HLDG CORP
Q1 2026: Increased +5.6% (24.0k → 25.4k shares)
3.1%
08
$GFL
GFL ENVIRONMENTAL INC
Q1 2026: New position (4.3k shares)
2.8%
09
$MIDD
MIDDLEBY CORP
Q1 2026: New position (5.7k shares)
2.7%
10
$LKQ1
LKQ CORP
Q1 2026: Increased +63.5% (129.2k → 211.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:41 UTC.