Courant Investment Management LLC

CIK: 0001695426SEC EDGAR →

Portfolio Value

$110.6M

Holdings

6

As of

Q4 2025

New Positions

6

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
JPM

JPMORGAN CHASE & CO

83,697$27.0M
24.38%
2
PGR

PROGRESSIVE CORP

116,170$26.5M
23.92%
3
SCHW

SCHWAB CHARLES CORP

183,499$18.3M
16.58%
4
ULTA

ULTA BEAUTY INC COM

23,173$14.0M
12.68%
5
FISV

FISERV INC

190,000$12.8M
11.54%
6
LOW

LOWES COMPANIES INC

50,000$12.1M
10.90%

Quarterly Changes

Top Buys

JPMNEW
$27.0M
PGRNEW
$26.5M
SCHWNEW
$18.3M
ULTANEW
$14.0M
FISVNEW
$12.8M

Top Sells

No sells this quarter

New Positions (6)

JPM
$27.0M · 84K shares
PGR
$26.5M · 116K shares
SCHW
$18.3M · 183K shares
ULTA
$14.0M · 23K shares
FISV
$12.8M · 190K shares
LOW
$12.1M · 50K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services3$71.8M64.9%
Consumer Cyclical2$26.1M23.6%
Technology1$12.8M11.5%