Courant Investment Management LLC — 13F Holdings

2026 Q3  ·  7 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Courant Investment Management LLC maintained a portfolio of 7 distinct positions. The fund also reduced its exposure to JPMORGAN CHASE & CO by 63.7%.
Position History hover any row below to update
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Courant Investment Management LLC Buffalo, NY RIA AUM $87M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
7
Quarter
2026 Q3
Top Holding
PGR (27.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PGR
PROGRESSIVE COR...
Financial Services 27.60% 24.63% #1
Prev: #1
7.0
—
no change no change
P
S
116,170 $24,083,203 2020 Q1 13F Filing 2026-09-30 2026-10-15
SCHW
SCHWAB CHARLES ...
Financial Services 20.56% 16.43% #2 1
Prev: #3
6.5
—
no change no change
P
S
183,499 $17,935,192 2016 Q4 13F Filing 2026-09-30 2026-10-15
ULTA
ULTA BEAUTY INC
Consumer Cyclical 13.57% 9.49% #3 2
Prev: #5
6.0
—
no change no change
P
S
21,673 $11,837,142 2018 Q1 13F Filing 2026-09-30 2026-10-15
LOW
LOWES COS INC
Consumer Cyclical 10.56% 10.70% #4
Prev: #4
5.5
—
no change no change
P
S
50,000 $9,214,500 2022 Q2 13F Filing 2026-09-30 2026-10-15
FISV
FISERV INC
Unknown 9.84% 9.04% #5 1
Prev: #6
5.4
—
no change no change
P
S
190,000 $8,584,200 2025 Q3 13F Filing 2026-09-30 2026-10-15
JPM
JPMORGAN CHASE ...
Financial Services 9.74% 22.46% #6 4
Prev: #2
3.9
—
-45,000 -63.7%
P
S
25,697 $8,501,339 2018 Q2 13F Filing 2026-09-30 2026-10-15
BRO
BROWN & BROWN I...
Financial Services 8.12% 7.25% #7
Prev: #7
4.2
—
no change no change
P
S
116,397 $7,088,577 2026 Q1 13F Filing 2026-09-30 2026-10-15
Showing 1-7 of 7 holdings

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