Courant Investment Management LLC

CIK 0001695426 · FRANKLIN, TN · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗

Courant Investment Management LLC reported 7 positions worth $103.0M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: PGR (24.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$103.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

7 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	PGR	PROGRESSIVE CORP	SH	$25.4M	24.63%	116,170	—	—
▸ 2	JPM	JPMORGAN CHASE & CO	SH	$23.1M	22.46%	70,697	—	—
▸ 3	SCHW	SCHWAB CHARLES CORP	SH	$16.9M	16.43%	183,499	—	—
▸ 4	LOW	LOWES COS INC	SH	$11.0M	10.70%	50,000	—	—
▸ 5	ULTA	ULTA BEAUTY INC	SH	$9.8M	9.49%	21,673	—	—
▸ 6	FISV	FISERV INC	SH	$9.3M	9.04%	190,000	—	—
▸ 7	BRO	BROWN & BROWN INC	SH	$7.5M	7.25%	116,397	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Courant Investment Management LLC hold as of Q2 2026?

Courant Investment Management LLC reported 7 positions worth $103.0M in its Q2 2026 13F filing. Largest positions: PGR (24.6%), JPM (22.5%), SCHW (16.4%), LOW (10.7%) and ULTA (9.5%).

What did Courant Investment Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Courant Investment Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.