Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 25, 2023

Total Value: $90.64M (100.0% shares, 0.0% debt)

Holdings (8)

PGR PROGRESSIVE CORP 29.1%
Value $26.35M Shares 189,126 Share Price $139.30 * Est. Cost/Share $75.59 Unrealized @ Report Date +68.6%
KMX CARMAX INC 19.3%
Value $17.51M Shares 247,520 Share Price $70.73 Est. Cost/Share $77.01 Unrealized @ Report Date -8.2%
JPM JPMORGAN CHASE & CO 18.3%
Value $16.62M Shares 114,592 Share Price $145.02 * Est. Cost/Share $89.02 Unrealized @ Report Date +54.7%
SCHW SCHWAB CHARLES CORP 12.0%
Value $10.9M Shares 198,499 Share Price $54.90 * Est. Cost/Share $36.86 Unrealized @ Report Date +44.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.4%
Value $9.413M Shares 26,872 Share Price $350.30 Est. Cost/Share $190.94 Unrealized @ Report Date +83.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 5.9%
Value $5.315M Shares 10 Share Price $531477.00 Est. Cost/Share $230816.08 Unrealized @ Report Date +130.3%
BFH BREAD FINANCIAL HOLDINGS INC 2.7%
Value $2.462M Shares 72,000 Share Price $34.20 * Est. Cost/Share $161.06 Unrealized @ Report Date -79.6%
LOW LOWES COS INC 2.3%
Value $2.078M Shares 10,000 Share Price $207.84 * Est. Cost/Share $180.97 Unrealized @ Report Date +9.8%