Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 24, 2023

Total Value: $103M (100.0% shares, 0.0% debt)

Holdings (9)

PGR PROGRESSIVE CORP 25.5%
Value $26.18M Shares 201,826 Share Price $129.71 * Est. Cost/Share $75.59 Unrealized @ Report Date +56.7%
JPM JPMORGAN CHASE & CO 17.8%
Value $18.32M Shares 136,592 Share Price $134.10 * Est. Cost/Share $89.02 Unrealized @ Report Date +39.9%
SCHW SCHWAB CHARLES CORP 16.1%
Value $16.53M Shares 198,499 Share Price $83.26 * Est. Cost/Share $36.86 Unrealized @ Report Date +116.2%
KMX CARMAX INC 14.7%
Value $15.07M Shares 247,520 Share Price $60.89 Est. Cost/Share $77.01 Unrealized @ Report Date -20.9%
MHK MOHAWK INDS INC 8.8%
Value $9.006M Shares 88,100 Share Price $102.22 Est. Cost/Share $133.26 Unrealized @ Report Date -23.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 8.1%
Value $8.301M Shares 26,872 Share Price $308.90 Est. Cost/Share $190.94 Unrealized @ Report Date +61.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 4.6%
Value $4.687M Shares 10 Share Price $468711.00 Est. Cost/Share $230816.08 Unrealized @ Report Date +103.1%
BFH BREAD FINANCIAL HOLDINGS INC 2.6%
Value $2.712M Shares 72,000 Share Price $37.66 * Est. Cost/Share $161.06 Unrealized @ Report Date -78.0%
LOW LOWES COS INC 1.9%
Value $1.992M Shares 10,000 Share Price $199.24 * Est. Cost/Share $180.97 Unrealized @ Report Date +3.7%