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Cove Street Capital: 13F holdings, Q3 2025

Quality compounder · SEC EDGAR filings (CIK 0001531612) · Explore on the interactive board

Cove Street Capital disclosed 96 US equity positions worth $76.6m in its Q3 2025 13F filing (holdings as of September 30, 2025, filed November 13, 2025). Its largest position is AVD at 10.5% of the reported book, followed by RSSS, SIX FLAGS ENTERTAINMENT CORP. The top ten holdings are 47.1% of the book, and the portfolio behaves like about 28 equal-weight positions. Versus the prior filing it opened 7 new positions, added to 25, reduced 17 and exited 8. Note: this manager's most recent filing is 3 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$76.6mreported US equity book
96positions
10.5%largest position
47.1%top 10 weight
27.95effective positions (1/HHI)
56quarters on file since Q3 2011

What does Cove Street Capital own? Top holdings as of September 30, 2025

Change is measured in shares against the previous filing (Q2 2025), so price moves do not read as decisions. This quarter: 7 new, 25 added, 17 reduced, 8 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 AVD AMERICAN VANGUARD CORP Basic Materials 10.5%$8.0m1,398,986 12% added
2 RSSS RESEARCH SOLUTIONS INC 6.5%$5.0m1,335,627 -0% held
3 SIX FLAGS ENTERTAINMENT CORP 6.1%$4.6m204,414 1711% added
4 VSAT VIASAT INC Technology 4.6%$3.5m118,932 -54% reduced
5 ECVT ECOVYST INC Basic Materials 3.6%$2.7m313,713 -45% reduced
6 SNEX STONEX GROUP INC Financial Services 3.4%$2.6m26,084 1% added
7 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 3.4%$2.6m1,642,567 60% added
8 CLMB CLIMB GLOBAL SOLUTIONS INC 3.3%$2.5m18,865 21% added
9 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 3.0%$2.3m36,993 -2% reduced
10 NEU NEWMARKET CORP Basic Materials 2.8%$2.1m2,582 2% added
11 OUT OUTFRONT MEDIA INC Real Estate 2.7%$2.1m112,859 2% added
12 WEX WEX INC Technology 2.6%$2.0m12,851 -0% held
13 IIIV I3 VERTICALS INC 2.6%$2.0m60,222 3% added
14 PPLI IAC INC Communication Services 2.5%$1.9m56,268 20% added
15 WHITE MTNS INS GROUP LTD 2.4%$1.8m1,083 128% added
16 CLVT CLARIVATE PLC Technology 2.3%$1.7m452,462 4075% added
17 KMI KINDER MORGAN INC DEL Energy 2.1%$1.6m56,120 -6% reduced
18 VMD VIEMED HEALTHCARE INC Healthcare 1.9%$1.5m219,848 57% added
19 SCHW SCHWAB CHARLES CORP Financial Services 1.9%$1.5m15,424 -2% reduced
20 TRIPLE FLAG PRECIOUS METAL 1.9%$1.5m49,712 -0% held
21 BNY BANK NEW YORK MELLON CORP Financial Services 1.9%$1.4m13,243 -1% reduced
22 CMP COMPASS MINERALS INTL INC Basic Materials 1.8%$1.4m71,417 -0% held
23 ENOV ENOVIS CORPORATION Healthcare 1.8%$1.3m44,442 0% held
24 WBD WARNER BROS DISCOVERY INC Communication Services 1.7%$1.3m68,032 -65% reduced
25 AVANOS MED INC 1.7%$1.3m112,081 431% added
26 WFC WELLS FARGO CO NEW Financial Services 1.5%$1.2m14,020 0% held
27 BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%$1.1m2,280 0% held
28 ANIK ANIKA THERAPEUTICS INC Healthcare 1.3%$958.4k101,956 38% added
29 SCRIPPS E W CO OHIO 1.1%$876.8k356,437 -44% reduced
30 SIMPLIFY EXCHANGE TRADED FUN 1.0%$765.6k15,205 4% added
31 IZEA IZEA WORLDWIDE INC 0.9%$676.5k181,860 3% added
32 BTI BRITISH AMERN TOB PLC Consumer Defensive 0.8%$648.7k12,221 -12% reduced
33 PIMCO ETF TR 0.8%$619.2k13,665 20% added
34 GBLI GLOBAL INDEMNITY GROUP LLC 0.7%$544.6k18,746 6% added
35 CABLE ONE INC 0.6%$430.8k500,000 new
36 NRC NATIONAL RESH CORP Healthcare 0.5%$417.1k32,634 911% added
37 ISHARES TR 0.5%$411.6k11,261 -8% reduced
38 AVGO BROADCOM INC Technology 0.5%$395.9k1,200 0% held
39 RDVT RED VIOLET INC 0.5%$383.3k7,335 -7% reduced
40 SIMPLIFY EXCHANGE TRADED FUN 0.5%$379.8k16,577 new
41 PKE PARK AEROSPACE CORP Industrials 0.5%$376.2k18,495 -14% reduced
42 GOOGL ALPHABET INC Communication Services 0.5%$364.6k1,500 0% held
43 SPDR SERIES TRUST 0.5%$364.6k14,100 0% held
44 FLOT ISHARES TR 0.4%$311.6k6,099 56% added
45 MSFT MICROSOFT CORP Technology 0.4%$310.8k600 0% held
46 AAPL APPLE INC Technology 0.4%$305.6k1,200 0% held
47 SGU STAR GROUP L P 0.4%$302.8k25,600 46% added
48 VGIT VANGUARD SCOTTSDALE FDS 0.4%$300.1k5,000 0% held
49 AMZN AMAZON COM INC Consumer Cyclical 0.3%$232.7k1,060 0% held
50 VTS VITESSE ENERGY INC 0.3%$206.7k8,900 51% added

What did Cove Street Capital sell? Positions exited since the previous filing

StockPrior weightPrior value
ANGI ANGI INC25.2%$1.6m
FMC FMC CORP24.1%$1.5m
INFU INFUSYSTEM HLDGS INC23.6%$1.4m
TIPT TIPTREE INC9.3%$573.3k
OXY OCCIDENTAL PETE CORP9.1%$560.6k
NABL N-ABLE INC8.5%$520.7k
NVRI ENVIRI CORP0.1%$6.5k
RESOLUTE HLDGS MGMT INC0.1%$4.8k

Sector mix

SectorWeight
Basic Materials18.7%
Technology11.1%
Financial Services9.4%
Communication Services8.1%
Healthcare6.4%
Consumer Cyclical3.4%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q3 202596$76.6m
Q2 202597$68.2m
Q1 202598$63.7m
Q4 202494$85.7m
Q3 202499$127.7m
Q2 202484$143.5m
Q1 2024105$359.2m
Q4 2023103$363.2m
Q3 2023113$312.1m
Q2 2023113$316.4m
Q1 2023116$368.8m
Q4 2022113$446.3m
Q3 2022112$444.3m
Q2 2022118$491.0m
Q1 2022122$765.5m
Q4 2021126$763.8m

Earliest filing: Q3 2011 · 56 quarters on file

How concentrated is Cove Street Capital's portfolio?

Across every quarter Cove Street Capital has filed, its median largest position is 6.8% of the book and its median top-ten weight is 44.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 525 completed holding spells, the median lasted 4.0 quarters; 96 positions are still open and their final length is unknown.