Courant Investment Management LLC
CIK: 1695426SEC EDGAR →
Portfolio Value
$35.5B
Holdings
7
As of
Q1 2026
New Positions
7
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP COM | 183,499 | $17.2B | 48.57% |
| 2 | FISERV INC COM STK USD0.01 | 190,000 | $10.6B | 29.86% |
| 3 | BROWN & BROWN INC | 116,397 | $7.6B | 21.38% |
| 4 | PROGRESSIVE CORP COM | 116,170 | $23.0M | 0.06% |
| 5 | JPMORGAN CHASE &CO. COM | 70,697 | $20.8M | 0.06% |
| 6 | LOWES COMPANIES INC COM USD0.50 | 50,000 | $11.8M | 0.03% |
| 7 | ULTA BEAUTY INC COM | 21,673 | $11.3M | 0.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 4 | $24.9B | 70.1% |
| Technology | 1 | $10.6B | 29.9% |
| Consumer Cyclical | 2 | $23.1M | 0.1% |