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Courant Investment Management LLC

Portfolio Manager
Courant Investment Management LLC
Performance
-10.10% (2026 Q1)
AUM (13F)
$102.41M
# of Holdings
7
Performance Rank
Allocation (Top 20)
100%

Courant Investment Management LLC Holdings Map

Top 7 Courant Investment Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PGR
PROGRESSIVE CORP COM
22.49%116.2K$23.0M
+0.00%(+0)
2025-Q1: 116.2K shares2025-Q2: 116.2K shares2025-Q3: 116.2K shares2025-Q4: 116.2K shares2026-Q1: 116.2K shares
$86.49(+126.56%)
2026-03-31
JPM
JPMORGAN CHASE &CO. COM
20.31%70.7K$20.8M
-15.53%(-13.00K)
2025-Q1: 94.9K shares2025-Q2: 94.9K shares2025-Q3: 94.9K shares2025-Q4: 83.7K shares2026-Q1: 70.7K shares
$107.08(+180.38%)
2026-03-31
SCHW
SCHWAB CHARLES CORP COM
16.84%183.5K$17.2M
+0.00%(+0)
2025-Q1: 198.5K shares2025-Q2: 198.5K shares2025-Q3: 198.5K shares2025-Q4: 183.5K shares2026-Q1: 183.5K shares
$40.03(+127.74%)
2026-03-31
LOW
LOWES COMPANIES INC COM USD0.50
11.54%50.0K$11.8M
+0.00%(+0)
2025-Q1: 50.0K shares2025-Q2: 50.0K shares2025-Q3: 50.0K shares2025-Q4: 50.0K shares2026-Q1: 50.0K shares
$209.49(+5.23%)
2026-03-31
ULTA
ULTA BEAUTY INC COM
11.06%21.7K$11.3M
-6.47%(-1.50K)
2025-Q1: 26.2K shares2025-Q2: 26.2K shares2025-Q3: 26.2K shares2025-Q4: 23.2K shares2026-Q1: 21.7K shares
$418.58(+17.58%)
2026-03-31
FISV
FISERV INC COM STK USD0.01
10.35%190.0K$10.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 85.0K shares2025-Q4: 190.0K shares2026-Q1: 190.0K shares
$121.59(-56.93%)
2026-03-31
BRO
BROWN & BROWN INC
7.41%116.4K$7.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 116.4K shares
$72.45(-24.95%)
2026-03-31

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