Fund HoldingsCove Street Capital, LLC

Total Portfolio Value
$68.16M
Total Bought
$11.05M
Total Sold
$11.31M
Net Transaction
-$261.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
OUTFRONT MEDIA INC(OUT)0111,076+111,07601,8132.66%+1,813
VIASAT INC(VSAT)197,405258,785+61,3802,0573,7785.54%+1,721
I3 VERTICALS INC23758,362+58,12561,6042.35%+1,598
ANGI INC0101,739+101,73901,5532.28%+1,553
CLEAR CHANNEL OUTDOOR HLDGS(CCO)4,1441,027,116+1,022,97251,2021.76%+1,197
CLIMB GLOBAL SOLUTIONS INC8,20915,624+7,4159091,6702.45%+761
ECOVYST INC(ECVT)638,149569,674-68,4753,9574,6886.88%+732
PIMCO ETF TR
MUNI INCOME OPP
011,427+11,42705050.74%+505
IZEA WORLDWIDE INC0177,084+177,08404460.65%+446
RESEARCH SOLUTIONS INC01,336,703+1,336,70303,8365.63%+3,836
INFUSYSTEM HLDGS INC210,301232,295+21,9941,1311,4502.13%+318
STONEX GROUP INC(SNEX)26,67325,760-9132,0372,3483.44%+310
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
05,000+5,00002990.44%+299
NEWMARKET CORP(NEU)2,5502,522-281,4441,7422.56%+298
US BANCORP DEL(USB)06,202+6,20202810.41%+281
SCHWAB CHARLES CORP(SCHW)15,66815,66801,2261,4302.10%+203
COMPASS MINERALS INTL INC(CMP)134,99671,527-63,4691,2541,4372.11%+183
WEX INC(WEX)10,96812,869+1,9011,7221,8902.77%+168
BROADCOM INC(AVGO)1,2001,20002013310.49%+130
ENOVIS CORPORATION(ENOV)33,37244,442+11,0701,2751,3942.04%+119
WELLS FARGO CO NEW(WFC)14,02014,02001,0061,1231.65%+117
BANK NEW YORK MELLON CORP13,34313,34301,1191,2161.78%+97
ISHARES TR
FLTG RATE NT ETF
2,2003,901+1,7011121990.29%+87
BRITISH AMERN TOB PLC(BTI)13,92113,92105766590.97%+83
RED VIOLET INC(RDVT)8,3037,885-4183123880.57%+76
MICROSOFT CORP(MSFT)60060002252980.44%+73
SIMPLIFY EXCHANGE TRADED FUN
BOND BULL ETF
01,301+1,3010630.09%+63
N-ABLE INC65,13964,283-8564625210.76%+59
NATIONAL RESH CORP03,228+3,2280540.08%+54
KINDER MORGAN INC DEL(KMI)059,920+59,92001,7622.58%+1,762
ISHARES TR12,26512,26503804230.62%+43
ALPHABET INC(GOOG)1,5001,50002322640.39%+32
AMAZON COM INC(AMZN)1,0601,06002022330.34%+31
PHILIP MORRIS INTL INC(PM)1,0001,00001591820.27%+23
EATON CORP PLC(ETN)260260071930.14%+22
IDEXX LABS INC(IDXX)180180076970.14%+21
MARATHON PETE CORP(MPC)85585501251420.21%+17
CINTAS CORP(CTAS)94094001932090.31%+16
PARK AEROSPACE CORP(PKE)22,70321,613-1,0903053190.47%+14
INTUITIVE SURGICAL INC27027001341470.22%+13
MGP INGREDIENTS INC NEW0415+4150120.02%+12
SIFCO INDS INC(SIF)2,9924,660+1,6688170.03%+9
GOLDEN ENTMT INC0198+198060.01%+6
TERADYNE INC(TER)720720059650.09%+5
RESOLUTE HLDGS MGMT INC(RHLD)0151+151050.01%+5
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)180180051560.08%+5
GREAT ELM CAP CORP6,1006,100062650.10%+3
LOCKHEED MARTIN CORP(LMT)125125056580.08%+2
TREDEGAR CORP1,8291,829014160.02%+2
VISA INC(V)275275096980.14%+1
SPDR SER TR
ST STR AGGRE ETF
14,10014,10003603610.53%+1
PRECISION OPTICS CORP INC MA1,2541,2540560.01%+1
UTAH MED PRODS INC87870550.01%0
HOME DEPOT INC(HD)220220081810.12%0
LIONS GATE ENTMNT CORP10-100-0
REGAL REXNORD CORPORATION(RRX)10-100-0
ISHARES TR3,5003,50001081070.16%-0
OUTFRONT MEDIA INC(OUT)000000
BOSTON OMAHA CORP860860013120.02%-0
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
14,60014,60007327311.07%-1
INNOVATIVE SOLUTIONS & SUPPO2,114867-1,24713120.02%-1
ALLIANCE RESOURCE PARTNERS L(ARLP)2,0002,000055520.08%-2
DANAHER CORPORATION(DHR)315315065620.09%-2
WELLS FARGO CO NEW(WFC)11511501371340.20%-2
CHUBB LIMITED
COM
260260079750.11%-3
PROLOGIS INC.(PLD)505505056530.08%-3
ROPER TECHNOLOGIES INC(ROP)165165097940.14%-4
EXXON MOBIL CORP453453054490.07%-5
PROGRESSIVE CORP(PGR)315315089840.12%-5
BARNWELL INDS INC3,8220-3,82260-6
CHURCH & DWIGHT CO INC(CHD)650650072620.09%-9
EASTERN CO3970-397100-10
GREAT ELM GROUP INC5,3220-5,322100-10
HIREQUEST INC8470-847100-10
KBR INC(KBR)5,8005,80002892780.41%-11
WATSCO INC(WSO)24024001221060.16%-16
THERMO FISHER SCIENTIFIC INC(TMO)175175087710.10%-16
APPLE INC(AAPL)1,2001,20002672460.36%-20
ABBOTT LABS1,000800-2001331090.16%-24
FMC CORP(FMC)35,87835,587-2911,5141,4862.18%-28
AMERICAN VANGUARD CORP1,119,5391,248,283+128,7444,9264,8937.18%-33
STAR GROUP L P18,50017,500-1,0002442050.30%-39
JANUS DETROIT STR TR
HENDRSON AAA CL
2,7001,900-800137960.14%-40
UNITEDHEALTH GROUP INC(UNH)900-90470-47
CHEVRON CORP NEW(CVX)1,000800-2001671150.17%-53
AVANOS MED INC(AVNS)22,19621,118-1,0783182580.38%-60
ABBVIE INC(ABBV)1,000800-2002101480.22%-61
VIEMED HEALTHCARE INC141,641139,621-2,0201,0319651.42%-66
SIMPLIFY EXCHANGE TRADED FUN
BOND BULL ETF
1,3010-1,301700-70
SIX FLAGS ENTERTAINMENT CORP(FUN)11,66211,285-3774163430.50%-73
CLARUS CORP NEW270,337267,829-2,5081,0149291.36%-84
WHITE MTNS INS GROUP LTD
COM
491474-179468511.25%-94
OCCIDENTAL PETE CORP(OXY)13,34513,34506595610.82%-98
TRIPLE FLAG PRECIOUS METAL(TFPM)69,81249,800-20,0121,3371,1801.73%-157
BNY MELLON MUN INCOME INC22,3180-22,3181600-160
GOLUB CAP BDC INC(GBDC)10,8330-10,8331640-164
CTO RLTY GROWTH INC NEW(CTO)12,7044,199-8,505245720.11%-173
SCRIPPS E W CO OHIO705,418631,682-73,7362,0881,8672.74%-221
VITESSE ENERGY INC17,4005,900-11,5004281300.19%-298
ANIKA THERAPEUTICS INC74,90274,099-8031,1267841.15%-342
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