Courant Investment Management LLC
Holdings as of 2026-06-30, filed 2026-07-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 14 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
7
Value reported by manager
$103M
Sum of our stored positions
$103M
should match the line above
Disclosure lag
14 d
quarter end to filing
Top 5 concentration
83.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
7 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | $25.4M | 116,170 | — | 743315103 |
| JPMORGAN CHASE & CO | COM | $23.1M | 70,697 | — | 46625H100 |
| SCHWAB CHARLES CORP | COM | $16.9M | 183,499 | — | 808513105 |
| LOWES COS INC | COM | $11M | 50,000 | — | 548661107 |
| ULTA BEAUTY INC | COM | $9.8M | 21,673 | — | 90384S303 |
| FISERV INC | COM | $9.3M | 190,000 | — | 337738108 |
| BROWN & BROWN INC | COM | $7.5M | 116,397 | — | 115236101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-14