2026 Q1 Portfolio Activity
In 2026 Q1, Courant Investment Management LLC maintained a portfolio of 7 distinct positions. The most significant new addition was BROWN & BROWN INC, now representing 7.41% of the total fund value.
Position History
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Total Positions
7
Quarter
2026 Q1
Top Holding
PGR (22.5%)
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 Q1
| 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 | 22.49% | 23.92% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
116,170 | $23,029,541 |
$76.39
+167.1%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 20.31% | 24.38% |
#2
1
Prev: #1
|
6.0 |
—
|
-13,000 | -15.5% |
P
S
|
70,697 | $20,796,230 |
$83.77
+272.9%
|
2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 16.84% | 16.58% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
183,499 | $17,245,236 |
$37.05
+139.8%
|
2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
LOW
LOWES COMPANIES...
|
Consumer Cyclical | 11.54% | 10.90% |
#4
2
Prev: #6
|
5.5 |
—
|
no change | no change |
P
S
|
50,000 | $11,814,000 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
ULTA
ULTA BEAUTY INC...
|
Consumer Cyclical | 11.06% | 12.68% |
#5
1
Prev: #4
|
5.0 |
—
|
-1,500 | -6.5% |
P
S
|
21,673 | $11,328,694 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
FISV
FISERV INC COM ...
|
Unknown | 10.35% | 11.54% |
#6
1
Prev: #5
|
5.0 |
—
|
no change | no change |
P
S
|
190,000 | $10,602,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
BRO
BROWN & BROWN I...
|
Financial Services | 7.41% | — |
#7
Prev: #—
|
6.5 |
—
|
116,397 | — |
NEW
|
116,397 | $7,590,248 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-7 of 7 holdings