Latest Courant Investment Management LLC Stock Portfolio
$87.24Million | No. of Holdings #7
Courant Investment Management LLC Performance
2026 Q3-0.95%
YTD-9.56%
2025-0.81%
About Courant Investment Management LLC and 13F Hedge Fund Stock Holdings
Courant Investment Management LLC is a hedge fund based in Franklin, TN. On 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Courant Investment Management LLC reported an equity portfolio of $87.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Courant Investment Management LLC are PGR, SCHW, ULTA. The fund has invested 27.6% of it's portfolio in PROGRESSIVE CORP and 20.6% of portfolio in SCHWAB CHARLES CORP. <br><br> They significantly reduced their stock positions in JPMORGAN CHASE & CO (JPM).
Courant Investment Management LLC Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$87.24Million
as of Oct 15, 2026Courant Investment Management LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Courant Investment Management LLC made a return of -0.95% in the last quarter. In trailing 12 months, it's portfolio return was -15.57%.
- Performance
- S&P 500
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
| Ticker | % Reduced |
|---|---|
| jpmorgan chase & co | -63.65 |
Courant Investment Management LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Courant Investment Management LLC
Sector Distribution
Courant Investment Management LLC has about 66% of it's holdings in Financial Services sector.
- Financial Services
- Consumer Cyclical
- Others
| Sector | % |
|---|---|
| Financial Services | 66 |
| Consumer Cyclical | 24.1 |
| Others | 9.8 |
Market Cap. Distribution
Courant Investment Management LLC has about 90.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 80.4 |
| UNALLOCATED | 9.8 |
| MEGA-CAP | 9.7 |
Stocks belong to which Index?
About 90.2% of the stocks held by Courant Investment Management LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 90.2 |
| Others | 9.8 |
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. LOW proved to be the most loss making stock for the portfolio. ULTA was the most profitable stock for Courant Investment Management LLC last quarter.
$87.24MTotal Value
7.00Positions
15 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Brown & Brown Inc Courant Investment Management LLC's holding in Brown & Brown Inc over time | 8.12% | 116,397 | $7.09M 8.12% | 0%unchanged 0 percentunchanged | |
 Jpmorgan Chase & Co Courant Investment Management LLC's holding in Jpmorgan Chase & Co over time | 9.74% | 25,697 | $8.50M 9.74% | 63.65%decreased 63.65 percentreduced | |
 Lowes Cos Inc Courant Investment Management LLC's holding in Lowes Cos Inc over time | 10.56% | 50,000 | $9.21M 10.56% | 0%unchanged 0 percentunchanged | |
 Progressive Corp Courant Investment Management LLC's holding in Progressive Corp over time | 27.6% | 116,170 | $24.08M 27.6% | 0%unchanged 0 percentunchanged | |
 Schwab Charles Corp Courant Investment Management LLC's holding in Schwab Charles Corp over time | 20.56% | 183,499 | $17.94M 20.56% | 0%unchanged 0 percentunchanged | |
 Ulta Beauty Inc Ulta Beauty IncULTA Courant Investment Management LLC's holding in Ulta Beauty Inc over time | 13.57% | 21,673 | $11.84M 13.57% | 0%unchanged 0 percentunchanged | |
Com Fiserv IncFiserv Inc | 9.84% | 190,000 | $8.58M 9.84% | 0%unchanged 0 percentunchanged | |