StockDriftsStockDriftsTop 7 Courant Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | 27.6% | 116.2K | $24.1M | +0.00%(+0) | $86.49(+153.32%) | 2026-09-30 | |
| SCHW | SCHWAB CHARLES CORP | 20.56% | 183.5K | $17.9M | +0.00%(+0) | $40.03(+123.77%) | 2026-09-30 | |
| ULTA | ULTA BEAUTY INC | 13.57% | 21.7K | $11.8M | +0.00%(+0) | $418.58(+41.34%) | 2026-09-30 | |
| LOW | LOWES COS INC | 10.56% | 50.0K | $9.2M | +0.00%(+0) | $209.49(-6.48%) | 2026-09-30 | |
| FISV | FISERV INC | 9.84% | 190.0K | $8.6M | +0.00%(+0) | $121.59(-60.78%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 9.74% | 25.7K | $8.5M | -63.65%(-45.00K) | $107.08(+211.46%) | 2026-09-30 | |
| BRO | BROWN & BROWN INC | 8.12% | 116.4K | $7.1M | +0.00%(+0) | $72.45(-4.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.40% | +2.97% | +15.74% |
| Top 20 Holdings Unweighted | +6.86% | +22.01% | +2.95% | +15.62% |
Courant Investment Management LLC reports $87.24M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are PGR (27.6%), SCHW (20.6%) and ULTA (13.6%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +29.40% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Courant Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1695426). View Courant Investment Management LLC’s 13F filings on SEC