2026 Q2 Portfolio Activity
In 2026 Q2, Courant Investment Management LLC maintained a portfolio of 7 distinct positions.
Position History
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Total Positions
7
Quarter
2026 Q2
Top Holding
PGR (24.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Courant Investment Management LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PGR
PROGRESSIVE COR...
|
Financial Services | 24.63% | 22.49% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
116,170 | $25,377,337 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 22.46% | 20.31% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
70,697 | $23,141,249 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 16.43% | 16.84% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
183,499 | $16,931,453 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 10.70% | 11.54% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
50,000 | $11,024,500 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 9.49% | 11.06% |
#5
Prev: #5
|
5.3 |
—
|
no change | no change |
P
S
|
21,673 | $9,774,090 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
FISV
FISERV INC
|
Unknown | 9.04% | 10.35% |
#6
Prev: #6
|
4.6 |
—
|
no change | no change |
P
S
|
190,000 | $9,319,500 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BRO
BROWN & BROWN I...
|
Financial Services | 7.25% | 7.41% |
#7
Prev: #7
|
3.9 |
—
|
no change | no change |
P
S
|
116,397 | $7,466,868 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-7 of 7 holdings