Courant Investment Management LLC.

AUM · $103M (13F)Positions · 7Turnover · n/a · Q2Filed · Jul 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED JUL 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	PGR	PROGRESSIVE CORP	116K	$25M	24.6%	±0%
2	JPM	JPMORGAN CHASE & CO	71K	$23M	22.5%	±0%
3	SCHW	SCHWAB CHARLES CORP	183K	$17M	16.4%	±0%
4	LOW	LOWES COS INC	50K	$11M	10.7%	±0%
5	ULTA	ULTA BEAUTY INC	22K	$10M	9.5%	±0%
6	FISV	FISERV INC	190K	$9M	9.0%	±0%
7	BRO	BROWN & BROWN INC	116K	$7M	7.2%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE COURANT SIGNAL

Courant Investment Management LLC is a Other fund managing $103 million in assets. The fund runs a focused portfolio of just 7 positions.