§ 13F · FUND PROFILE
Courant Investment Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127M (13F)Positions · 7Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP COM | 116K | $23M | 22.5% | ±0% |
| 2 | JPM | JPMORGAN CHASE &CO. COM | 71K | $21M | 20.3% | −16% |
| 3 | SCHW | SCHWAB CHARLES CORP COM | 183K | $17M | 16.8% | ±0% |
| 4 | LOW | LOWES COMPANIES INC COM USD0.50 | 50K | $12M | 11.5% | ±0% |
| 5 | ULTA | ULTA BEAUTY INC COM | 22K | $11M | 11.1% | −6% |
| 6 | FISV | FISERV INC COM STK USD0.01 | 190K | $11M | 10.4% | ±0% |
| 7 | BRO | BROWN & BROWN INC | 116K | $8M | 7.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COURANT SIGNAL
AC read
Courant Investment Management LLC is a Other fund managing $127 million in assets. The fund runs a focused portfolio of just 7 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed