Latest Courant Investment Management LLC Stock Portfolio
Courant Investment Management LLC Performance:
2025 Q3: -0.89%YTD: 5.71%2024: 22.94%
Performance for 2025 Q3 is -0.89%, and YTD is 5.71%, and 2024 is 22.94%.
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 $126.5 Millions as of 30 Sep, 2025.
The top stock holdings of Courant Investment Management LLC are JPM, PGR, SCHW. The fund has invested 23.7% of it's portfolio in JPMORGAN CHASE & CO. and 22.7% of portfolio in PROGRESSIVE CORP.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC and DEERE & CO (DE) stocks. Courant Investment Management LLC opened new stock positions in FISERV INC.
The top stock holdings of Courant Investment Management LLC are JPM, PGR, SCHW. The fund has invested 23.7% of it's portfolio in JPMORGAN CHASE & CO. and 22.7% of portfolio in PROGRESSIVE CORP.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC and DEERE & CO (DE) stocks. Courant Investment Management LLC opened new stock positions in FISERV INC.
Courant Investment Management LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Courant Investment Management LLC made a return of -0.89% in the last quarter. In trailing 12 months, it's portfolio return was 9.58%.
New Buys
| Ticker | $ Bought |
|---|---|
| fiserv inc | 10,959,000 |
New stocks bought by Courant Investment Management LLC
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| deere & co | -2,542,450 |
| berkshire hathaway inc | -4,372,800 |
Courant Investment Management LLC got rid off the above stocks
Sector Distribution
Courant Investment Management LLC has about 61.3% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 61.3 |
| Consumer Cyclical | 30 |
| Others | 8.7 |
Market Cap. Distribution
Courant Investment Management LLC has about 91.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 67.7 |
| MEGA-CAP | 23.7 |
| UNALLOCATED | 8.7 |
Stocks belong to which Index?
About 91.3% of the stocks held by Courant Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 91.3 |
| Others | 8.7 |
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 7 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: 30 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| DE | deere & co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| JPM | jpmorgan chase & co. | 23.66 | 94,897 | 29,933,400 | unchanged | 0.00 | ||
| KMX | carmax inc | 8.78 | 247,520 | 11,106,200 | unchanged | 0.00 | ||
| LOW | lowes cos inc | 9.93 | 50,000 | 12,565,500 | unchanged | 0.00 | ||
| PGR | progressive corp | 22.68 | 116,170 | 28,688,200 | unchanged | 0.00 | ||
| SCHW | schwab charles corp | 14.98 | 198,499 | 18,950,700 | unchanged | 0.00 | ||
| ULTA | ulta beauty inc | 11.31 | 26,173 | 14,310,100 | unchanged | 0.00 | ||
| fiserv inc | 8.66 | 85,000 | 10,959,000 | new | ||||
| berkshire hathaway inc | 0.00 | 0.00 | 0.00 | sold off | -100 | |||