Fund HoldingsCove Street Capital, LLC

Total Portfolio Value
$76.55M
Total Bought
$17.10M
Total Sold
$14.28M
Net Transaction
+$2.82M
Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
SIX FLAGS ENTERTAINMENT CORP(FUN)11,285204,414+193,1293434,6446.07%+4,301
AMERICAN VANGUARD CORP1,248,2831,398,986+150,7034,8938,03010.49%+3,137
CLARIVATE PLC(CLVT)0452,462+452,46201,7332.26%+1,733
CLEAR CHANNEL OUTDOOR HLDGS(CCO)1,027,1161,642,567+615,4511,2022,5953.39%+1,394
RESEARCH SOLUTIONS INC1,336,7031,335,627-1,0763,8364,9826.51%+1,146
AVANOS MED INC(AVNS)21,118112,081+90,9632581,2961.69%+1,037
WHITE MTNS INS GROUP LTD
COM
4741,083+6098511,8102.36%+959
CLIMB GLOBAL SOLUTIONS INC15,62418,865+3,2411,6702,5443.32%+873
VIEMED HEALTHCARE INC139,621219,848+80,2279651,4931.95%+528
ADVANCE AUTO PARTS INC(AAP)036,993+36,99302,2712.97%+2,271
CABLE ONE INC00004310.56%+431
NEWMARKET CORP(NEU)2,5222,582+601,7422,1382.79%+396
SIMPLIFY EXCHANGE TRADED FUN
HIGH YIELD ETF
016,577+16,57703800.50%+380
NATIONAL RESH CORP3,22832,634+29,406544170.54%+363
I3 VERTICALS INC58,36260,222+1,8601,6041,9552.55%+351
STONEX GROUP INC(SNEX)25,76026,084+3242,3482,6323.44%+285
TRIPLE FLAG PRECIOUS METAL(TFPM)49,80049,712-881,1801,4551.90%+275
OUTFRONT MEDIA INC(OUT)111,076112,859+1,7831,8132,0682.70%+255
IZEA WORLDWIDE INC177,084181,860+4,7764466770.88%+230
BANK NEW YORK MELLON CORP13,34313,243-1001,2161,4431.88%+227
ANIKA THERAPEUTICS INC74,099101,956+27,8577849581.25%+174
IAC INC(PPLI)056,268+56,26801,9172.50%+1,917
WEX INC(WEX)12,86912,851-181,8902,0242.64%+134
PIMCO ETF TR
MUNI INCOME OPP
11,42713,665+2,2385056190.81%+114
ISHARES TR
FLTG RATE NT ETF
3,9016,099+2,1981993120.41%+113
ALPHABET INC(GOOG)1,5001,50002643650.48%+100
STAR GROUP L P17,50025,600+8,1002053030.40%+98
VITESSE ENERGY INC5,9008,900+3,0001302070.27%+76
BROADCOM INC(AVGO)1,2001,20003313960.52%+65
APPLE INC(AAPL)1,2001,20002463060.40%+59
PARK AEROSPACE CORP(PKE)21,61318,495-3,1183193760.49%+57
WELLS FARGO CO NEW(WFC)14,02014,02001,1231,1751.54%+52
SCHWAB CHARLES CORP(SCHW)15,66815,424-2441,4301,4731.92%+43
BERKSHIRE HATHAWAY INC DEL02,280+2,28001,1461.50%+1,146
ABBVIE INC(ABBV)80080001481850.24%+37
ISHARES TR3,5004,500+1,0001071420.19%+35
TERADYNE INC(TER)720720065990.13%+34
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
14,60015,205+6057317661.00%+34
JANUS DETROIT STR TR
HENDRSON AAA CL
1,9002,400+500961220.16%+25
SIMPLIFY EXCHANGE TRADED FUN
BOND BULL ETF
1,3012,075+77463890.12%+25
MARATHON PETE CORP(MPC)85585501421650.22%+23
SERITAGE GROWTH PPTYS05,103+5,1030220.03%+22
IDEXX LABS INC(IDXX)1801800971150.15%+18
AMBAC FINL GROUP INC01,861+1,8610160.02%+16
THERMO FISHER SCIENTIFIC INC(TMO)175175071850.11%+14
MICROSOFT CORP(MSFT)60060002983110.41%+12
CHEVRON CORP NEW(CVX)80080001151240.16%+10
HOME DEPOT INC(HD)220220081890.12%+8
WELLS FARGO CO NEW(WFC)11511501341420.19%+8
UNIFI INC(UFI)01,406+1,406070.01%+7
SAN JUAN BASIN RTY TR(SJT)01,002+1,002060.01%+6
PROLOGIS INC.(PLD)505505053580.08%+5
LOCKHEED MARTIN CORP(LMT)125125058620.08%+5
EATON CORP PLC(ETN)260260093970.13%+4
SPDR SERIES TRUST
ST STR AGGRE ETF
14,10014,10003613650.48%+4
EXXON MOBIL CORP453453049510.07%+2
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
5,0005,00002993000.39%+1
UTAH MED PRODS INC87870550.01%+1
DANAHER CORPORATION(DHR)315315062620.08%0
AMAZON COM INC(AMZN)1,0601,06002332330.30%0
GREAT ELM GROUP INC01+1000.00%0
PRECISION OPTICS CORP INC MA1,2541,2540650.01%-1
BOSTON OMAHA CORP860860012110.01%-1
GOLDEN ENTMT INC1981980650.01%-1
INNOVATIVE SOLUTIONS & SUPPO867867012110.01%-1
TREDEGAR CORP1,8291,829016150.02%-1
ABBOTT LABS80080001091070.14%-2
ALLIANCE RESOURCE PARTNERS L(ARLP)2,0002,000052510.07%-2
CHUBB LIMITED
COM
260260075730.10%-2
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)180180056530.07%-2
MGP INGREDIENTS INC NEW415415012100.01%-2
GREAT ELM CAP CORP6,1006,100065610.08%-4
VISA INC(V)275275098940.12%-4
CTO RLTY GROWTH INC NEW(CTO)4,1994,199072690.09%-4
RED VIOLET INC(RDVT)7,8857,335-5503883830.50%-5
RESOLUTE HLDGS MGMT INC(RHLD)1510-15150-5
CHURCH & DWIGHT CO INC(CHD)650650062570.07%-6
PROGRESSIVE CORP(PGR)315315084780.10%-6
ENVIRI CORP000000
WATSCO INC(WSO)2402400106970.13%-9
BRITISH AMERN TOB PLC(BTI)13,92112,221-1,7006596490.85%-10
SIFCO INDS INC(SIF)4,660923-3,7371760.01%-11
ROPER TECHNOLOGIES INC(ROP)165165094820.11%-11
ISHARES TR12,26511,261-1,0044234120.54%-12
GLOBAL INDEMNITY GROUP LLC018,746+18,74605450.71%+545
CINTAS CORP(CTAS)94094002091930.25%-17
INTUITIVE SURGICAL INC27027001471210.16%-26
ENOVIS CORPORATION(ENOV)44,44244,44201,3941,3481.76%-45
COMPASS MINERALS INTL INC(CMP)71,52771,417-1101,4371,3711.79%-66
US BANCORP DEL(USB)6,2023,730-2,4722811800.24%-100
PHILIP MORRIS INTL INC(PM)1,000200-800182320.04%-150
KBR INC(KBR)5,8002,300-3,5002781090.14%-169
KINDER MORGAN INC DEL(KMI)59,92056,120-3,8001,7621,5892.08%-173
VIASAT INC(VSAT)258,785118,932-139,8533,7783,4854.55%-294
N-ABLE INC64,2830-64,2835210-521
OCCIDENTAL PETE CORP(OXY)13,3450-13,3455610-561
TIPTREE INC000000
WARNER BROS DISCOVERY INC(WBD)068,032+68,03201,3281.74%+1,328
CLARUS CORP NEW267,8293,005-264,824929110.01%-919
SCRIPPS E W CO OHIO631,682356,437-275,2451,8678771.15%-990
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