Fund HoldingsCove Street Capital, LLC

Total Portfolio Value
$85.65M
Total Bought
$23.30M
Total Sold
$67.40M
Net Transaction
-$44.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
WARNER BROS DISCOVERY INC(WBD)0366,805+366,80503,8774.53%+3,877
CLARIVATE PLC(CLVT)0724,868+724,86803,6814.30%+3,681
IAC INC(PPLI)080,503+80,50303,4734.05%+3,473
SCRIPPS E W CO OHIO01,264,424+1,264,42402,8033.27%+2,803
BERKSHIRE HATHAWAY INC DEL03,935+3,93501,7842.08%+1,784
GLOBAL INDEMNITY GROUP LLC044,555+44,55501,6041.87%+1,604
FMC CORP(FMC)025,853+25,85301,2571.47%+1,257
BRITISH AMERN TOB PLC(BTI)028,921+28,92101,0501.23%+1,050
CLARUS CORP NEW105,332297,431+192,0994741,3411.57%+867
SIX FLAGS ENTERTAINMENT CORP(FUN)013,794+13,79406640.77%+664
VITESSE ENERGY INC020,142+20,14205040.59%+504
AMER SOFTWARE INC042,963+42,96304750.55%+475
KINDER MORGAN INC DEL(KMI)110,942104,521-6,4212,4512,8643.34%+413
SECUREWORKS CORP043,602+43,60203690.43%+369
OCCIDENTAL PETE CORP(OXY)13,46020,969+7,5096941,0361.21%+342
WELLS FARGO CO NEW(WFC)22,15022,15001,2511,5561.82%+305
SCHWAB CHARLES CORP(SCHW)29,82429,82401,9332,2072.58%+274
RESEARCH SOLUTIONS INC2,606,8641,764,650-842,2147,1177,3208.55%+203
INFUSYSTEM HLDGS INC222,011193,450-28,5611,4871,6331.91%+145
INTUITIVE SURGICAL INC0270+27001410.16%+141
BANK NEW YORK MELLON CORP24,95424,95401,7931,9172.24%+124
VISA INC(V)0275+2750870.10%+87
EATON CORP PLC(ETN)0260+2600860.10%+86
BROADCOM INC(AVGO)1,4001,40002423250.38%+83
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)0180+1800700.08%+70
GREAT ELM CAP CORP06,100+6,1000670.08%+67
ALPHABET INC(GOOG)1,5001,50002492840.33%+35
AMAZON COM INC(AMZN)1,0601,06001982330.27%+35
APPLE INC(AAPL)1,4501,45003383630.42%+25
ANGI INC09,969+9,9690170.02%+17
TREDEGAR CORP01,829+1,8290140.02%+14
CONTANGO ORE INC01,354+1,3540140.02%+14
BOSTON OMAHA CORP0860+8600120.01%+12
SIFCO INDS INC(SIF)02,992+2,9920110.01%+11
GREAT ELM GROUP INC05,322+5,3220100.01%+10
CTO RLTY GROWTH INC NEW(CTO)13,40413,40402552640.31%+9
TRIPADVISOR INC(TRIP)23,91323,91303463530.41%+7
INNOVATIVE SOLUTIONS & SUPPO1,3381,758+4209150.02%+6
I3 VERTICALS INC0237+237050.01%+5
UTAH MED PRODS INC087+87050.01%+5
HIREQUEST INC619847+2289120.01%+3
ALLIANCE RESOURCE PARTNERS L(ARLP)2,0002,000050530.06%+3
EASTERN CO288397+1099110.01%+1
GOLUB CAP BDC INC(GBDC)10,83310,83301641640.19%+1
LIFECORE BIOMEDICAL INC000000
CHURCH & DWIGHT CO INC(CHD)650650068680.08%-0
LIONS GATE ENTMNT CORP10-100-0
GREAT LAKES DREDGE & DOCK CO10-100-0
REGAL REXNORD CORPORATION(RRX)000000
ISHARES TR
FLTG RATE NT ETF
2,2002,20001121120.13%-0
JANUS DETROIT STR TR
HENDRSON AAA CL
2,7002,70001371370.16%-0
ABBOTT LABS1,0001,00001141130.13%-1
PHILIP MORRIS INTL INC(PM)1,1001,10001341320.15%-1
CHEVRON CORP NEW(CVX)1,0001,00001471450.17%-2
CHUBB LIMITED
COM
260260075720.08%-3
HOME DEPOT INC(HD)220220089860.10%-4
STAR GROUP L P18,50018,50002172130.25%-4
WATSCO INC(WSO)24024001181140.13%-4
EXXON MOBIL CORP453453053490.06%-4
PROGRESSIVE CORP(PGR)315315080750.09%-4
BNY MELLON MUN INCOME INC22,31822,31801631580.19%-5
TERADYNE INC(TER)720720096910.11%-6
MICROSOFT CORP(MSFT)68068002932870.33%-6
ISHARES TR3,5003,50001161100.13%-6
ROPER TECHNOLOGIES INC(ROP)165165092860.10%-6
UNITEDHEALTH GROUP INC(UNH)9090053460.05%-7
ADAMS RES & ENERGY INC3060-30680-8
BOSTON OMAHA CORP6360-63690-9
PROLOGIS INC.(PLD)505505064530.06%-10
ANGI INC4,1580-4,158110-11
WELLS FARGO CO NEW(WFC)11511501471350.16%-12
LOCKHEED MARTIN CORP(LMT)125125073610.07%-12
ADOBE INC(ADBE)2052050106910.11%-15
DANAHER CORPORATION(DHR)315315088720.08%-15
SPDR SER TR
ST STR AGGRE ETF
14,10014,10003693520.41%-16
IDEXX LABS INC(IDXX)180180091740.09%-17
THERMO FISHER SCIENTIFIC INC(TMO)1751750108910.11%-17
ABBVIE INC(ABBV)1,0001,00001971780.21%-20
MARATHON PETE CORP(MPC)85585501391190.14%-20
CINTAS CORP(CTAS)94094001941720.20%-22
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
14,60014,60007527250.85%-26
PEPSICO INC(PEP)3400-340580-58
GREAT ELM CAP CORP6,1000-6,100620-62
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1800-180670-67
VISA INC(V)2750-275760-76
EATON CORP PLC(ETN)2600-260860-86
FRANCO NEV CORP(FNV)17,11417,11402,1262,0122.35%-114
INTUITIVE SURGICAL INC2700-2701330-133
ADVANCE AUTO PARTS INC(AAP)98,40677,818-20,5883,8373,6754.29%-162
VITESSE ENERGY INC20,1420-20,1424840-484
ENOVIS CORPORATION(ENOV)55,96342,893-13,0702,4091,8812.20%-528
GREAT ELM GROUP INC289,6890-289,6895530-553
TRUBRIDGE INC181,42881,569-99,8592,1701,6051.87%-565
ECOVYST INC(ECVT)647,879491,560-156,3194,4383,7534.38%-685
KBR INC(KBR)21,60111,692-9,9091,4076770.79%-730
DLH HLDGS CORP90,4540-90,4548470-847
PARK AEROSPACE CORP(PKE)100,61631,723-68,8931,3114640.54%-847
CNX RES CORP(CNX)27,2410-27,2418870-887
DEVON ENERGY CORP NEW(DVN)22,7750-22,7758910-891
HALLADOR ENERGY COMPANY97,7650-97,7659220-922
Page 1 of 1