COVEY CAPITAL Overview

Covey Capital Advisors Llc is an investment advisor that manages 425 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 186MM in positions, representing 44% of the manager's regulatory AUM.

COVEY CAPITAL StockAlpha

-1.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COVEY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LVLT 17.03% Tech 21.26% 3.3% 0 14%
BRK.B 12.37% Financials 14.11% -0.7% 0 28%
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FEATURED IN
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COVEY CAPITAL Founders and Key Employees

Name Title In Position Since
James C. Lanigan Managing Member May-2007
Robert S. Mayo Managing Member May-2007
Ralph S. Winton Chief Compliance Officer/Cfo August-2007
Sidney H. Gargiulo Managing Member January-2012

COVEY CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

COVEY CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies
When consistent with the objectives and risk tolerance levels of a client, Covey Capital ma y recommend investment in one of its affiliated funds. In other cases, again consistent with client
mandates, goals and risk level, Covey Capital may invest client accounts via a separately managed
account in individual stocks, ETF’s, and fixed income instruments. Other types of investments may also be used as appropriate. When acting as a sub-adviser, Covey Capital will provide continuous and ongoing research, monitoring and review of individual stocks held in client accounts. Covey Capital will assist in the implementation of its recommendations with respect to these assets.

Covey Capital employs a value investing philosophy. Covey Capital seeks to buy securities that trade at a meaningful discount to its estimate of intrinsic value and ...
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COVEY CAPITAL Portfolio Concentration

COVEY CAPITAL Location

3353 PEACHTREE ROAD NE
SUITE 545, NORTH TOWER
ATLANTA, Georgia
UNITED STATES, 30326

COVEY CAPITAL Contact Information

Phone Number: 404-442-2772
Fax Number: 404-442-2728
Website:

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