Courant Investment Management LLC
13F Reported Value
ⓘ$103.0M
Holdings
7
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Courant Investment Management LLC disclosed 7 positions worth $103.0M in its Form 13F-HR for Q2 2026, led by $PGR (PROGRESSIVE CORP/OH/) at 24.6% of the equity portfolio, followed by $JPM and $SCHW. The portfolio is most concentrated in Financials (70.8% of disclosed assets). All figures are sourced directly from Courant Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 1695426.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 83.6#16
Quality
$25.4M116,170 sh - 35.6#2,134
Quality
$23.1M70,697 sh - 77.2#90
Quality
$16.9M183,499 sh - 63.5
Quality
$11.0M50,000 sh - 66.6
Quality
$9.8M21,673 sh - 67.4
Quality
$9.3M190,000 sh - 75.1
Quality
$7.5M116,397 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 PROGRESSIVE CORP/OH/$PGR | 83.6#16 | $25.4M | 116,170 |
 JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $23.1M | 70,697 |
 SCHWAB CHARLES CORP$SCHW | 77.2#90 | $16.9M | 183,499 |
 LOWES COMPANIES INC$LOW | 63.5 | $11.0M | 50,000 |
 Ulta Beauty, Inc.$ULTA | 66.6 | $9.8M | 21,673 |
 FISERV INC$FISV | 67.4 | $9.3M | 190,000 |
 BROWN & BROWN, INC.$BRO | 75.1 | $7.5M | 116,397 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Courant Investment Management LLC's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Financials
$72.9M
Consumer Discretionary
$20.8M
Industrials
$9.3M
Full Holdings — Courant Investment Management LLC (Q2 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PGR | PROGRESSIVE CORP/OH/ | $25.4M | 24.6% | +0% | 83.6 |
| 2 | $JPM | JPMORGAN CHASE & CO | $23.1M | 22.5% | +0% | 35.6 |
| 3 | $SCHW | SCHWAB CHARLES CORP | $16.9M | 16.4% | +0% | 77.2 |
| 4 | $LOW | LOWES COMPANIES INC | $11.0M | 10.7% | +0% | 63.5 |
| 5 | $ULTA | Ulta Beauty, Inc. | $9.8M | 9.5% | +0% | 66.6 |
| 6 | $FISV | FISERV INC | $9.3M | 9.0% | +0% | 67.4 |
| 7 | $BRO | BROWN & BROWN, INC. | $7.5M | 7.3% | +0% | 75.1 |
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