Latest Courant Investment Management LLC Stock Portfolio

Courant Investment Management LLC Performance:

2025 Q2: 3.82%YTD: 6.65%2024: 23.14%

Performance for 2025 Q2 is 3.82%, and YTD is 6.65%, and 2024 is 23.14%.

About Courant Investment Management LLC and 13F Hedge Fund Stock Holdings

Courant Investment Management LLC is a hedge fund based in FRANKLIN, TN. On 26-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $115.7 Millions. In it's latest 13F Holdings report, Courant Investment Management LLC reported an equity portfolio of $123.5 Millions as of 30 Jun, 2025.

The top stock holdings of Courant Investment Management LLC are PGR, JPM, SCHW. The fund has invested 25.1% of it's portfolio in PROGRESSIVE CORP and 22.3% of portfolio in JPMORGAN CHASE &CO.

Courant Investment Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Courant Investment Management LLC made a return of 3.82% in the last quarter. In trailing 12 months, it's portfolio return was 19.4%.

New Buys

No new stocks were added by Courant Investment Management LLC

Additions

No additions were made to existing positions by Courant Investment Management LLC

Reductions

None of the existing positions were reduced by Courant Investment Management LLC

Sold off

None of the stocks were completely sold off by Courant Investment Management LLC

Sector Distribution

Courant Investment Management LLC has about 62% of it's holdings in Financial Services sector.

Sector	%
Financial Services	62
Consumer Cyclical	32.4
Others	3.5
Industrials	2.1

Market Cap. Distribution

Courant Investment Management LLC has about 96.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	74.2
MEGA-CAP	22.3
UNALLOCATED	3.5

Stocks belong to which Index?

About 96.5% of the stocks held by Courant Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	96.5
Others	3.5

Top 5 Winners (%)		%
ULTA	ulta beauty inc	27.6 %
JPM	jpmorgan chase &co.	18.2 %
SCHW	schwab charles corp	16.6 %
DE	deere & co	8.3 %

Top 5 Winners ($)		$
JPM	jpmorgan chase &co.	4.2 M
ULTA	ulta beauty inc	2.7 M
SCHW	schwab charles corp	2.6 M
DE	deere & co	0.2 M

Top 5 Losers (%)		%
KMX	carmax inc	-13.7 %
PGR	progressive corp	-5.7 %
LOW	lowes companies inc	-4.9 %

Top 5 Losers ($)		$
KMX	carmax inc	-2.7 M
PGR	progressive corp	-1.9 M
LOW	lowes companies inc	-0.6 M

Courant Investment Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Courant Investment Management LLC

Courant Investment Management LLC has 8 stocks in it's portfolio. KMX proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for Courant Investment Management LLC last quarter.

Last Reported on: 28 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	PGR	progressive corp	25.10	116,170	31,001,100	unchanged	0.00
Historical Trend of PROGRESSIVE CORP Position Held By Courant Investment Management LLC What % of Portfolio is PGR?: Number of PGR shares held: Change in No. of Shares Held:
	JPM	jpmorgan chase &co.	22.27	94,897	27,511,600	unchanged	0.00

	SCHW	schwab charles corp	14.66	198,499	18,111,000	unchanged	0.00

	KMX	carmax inc	13.47	247,520	16,635,800	unchanged	0.00

	ULTA	ulta beauty inc	9.91	26,173	12,244,300	unchanged	0.00

	LOW	lowes companies inc	8.98	50,000	11,093,500	unchanged	0.00

		berkshire hathaway inc	3.54	6.00	4,372,800	unchanged	0.00

	DE	deere & co	2.06	5,000	2,542,450	unchanged	0.00