Latest Courant Investment Management LLC Stock Portfolio
$103Million | No. of Holdings #7
Courant Investment Management LLC Performance
2026 Q2+0.61%
YTD-8.70%
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 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Courant Investment Management LLC reported an equity portfolio of $103 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Courant Investment Management LLC are PGR, JPM, SCHW. The fund has invested 24.6% of it's portfolio in PROGRESSIVE CORP and 22.5% of portfolio in JPMORGAN CHASE & CO. <br><br>
Courant Investment Management LLC Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$103Million
as of Jul 14, 2026Courant Investment Management LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Courant Investment Management LLC made a return of 0.61% in the last quarter. In trailing 12 months, it's portfolio return was -15.46%.
- 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
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 70.8% of it's holdings in Financial Services sector.
- Financial Services
- Consumer Cyclical
- Others
| Sector | % |
|---|---|
| Financial Services | 70.8 |
| Consumer Cyclical | 20.2 |
| Others | 9 |
Market Cap. Distribution
Courant Investment Management LLC has about 91% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 68.5 |
| MEGA-CAP | 22.5 |
| UNALLOCATED | 9 |
Stocks belong to which Index?
About 91% 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 | 91 |
| Others | 9 |
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. ULTA proved to be the most loss making stock for the portfolio. PGR was the most profitable stock for Courant Investment Management LLC last quarter.
$103.03MTotal Value
7.00Positions
14 Jul, 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 | 7.25% | 116,397 | $7.47M 7.25% | 0%unchanged 0 percentunchanged | |
 Jpmorgan Chase & Co Courant Investment Management LLC's holding in Jpmorgan Chase & Co over time | 22.46% | 70,697 | $23.14M 22.46% | 0%unchanged 0 percentunchanged | |
 Lowes Cos Inc Courant Investment Management LLC's holding in Lowes Cos Inc over time | 10.7% | 50,000 | $11.02M 10.7% | 0%unchanged 0 percentunchanged | |
 Progressive Corp Courant Investment Management LLC's holding in Progressive Corp over time | 24.63% | 116,170 | $25.38M 24.63% | 0%unchanged 0 percentunchanged | |
 Schwab Charles Corp Courant Investment Management LLC's holding in Schwab Charles Corp over time | 16.43% | 183,499 | $16.93M 16.43% | 0%unchanged 0 percentunchanged | |
 Ulta Beauty Inc Ulta Beauty IncULTA Courant Investment Management LLC's holding in Ulta Beauty Inc over time | 9.49% | 21,673 | $9.77M 9.49% | 0%unchanged 0 percentunchanged | |
Com Fiserv IncFiserv Inc | 9.04% | 190,000 | $9.32M 9.04% | 0%unchanged 0 percentunchanged | |