Courant Investment Management LLC Long-Term Concentrated

Name: Courant Investment Management LLC Q3 2023 13F Filing | 13F Explorer
Creator: Courant Investment Management LLC
Published: 2023-10-25

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 Est. Cost $75.59 Unrealized +59.2%

KMX CARMAX INC 19.3%

Value $17.51M Shares 247,520 Est. Cost $77.01 Unrealized +6.3%

JPM JPMORGAN CHASE & CO 18.3%

Value $16.62M Shares 114,592 Est. Cost $89.02 Unrealized +59.9%

SCHW SCHWAB CHARLES CORP 12.0%

Value $10.9M Shares 198,499 Est. Cost $36.86 Unrealized +58.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 10.4%

Value $9.413M Shares 26,872 Est. Cost $190.94 Unrealized +85.8%

BRK/A BERKSHIRE HATHAWAY INC DEL 5.9%

Value $5.315M Shares 10 Est. Cost $230816.08 Unrealized +133.5%

BFH BREAD FINANCIAL HOLDINGS INC 2.7%

Value $2.462M Shares 72,000 Est. Cost $161.06 Unrealized -78.2%

LOW LOWES COS INC 2.3%

Value $2.078M Shares 10,000 Est. Cost $180.97 Unrealized +18.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	189,126	$26.35M	29.1%	$75.59	+59.2%	COM	743315103
KMX	CARMAX INC	247,520	$17.51M	19.3%	$77.01	+6.3%	COM	143130102
JPM	JPMORGAN CHASE & CO	114,592	$16.62M	18.3%	$89.02	+59.9%	COM	46625H100
SCHW	SCHWAB CHARLES CORP	198,499	$10.9M	12.0%	$36.86	+58.6%	COM	808513105
BRK/B	BERKSHIRE HATHAWAY INC DEL	26,872	$9.413M	10.4%	$190.94	+85.8%	CL B NEW	084670702
BRK/A	BERKSHIRE HATHAWAY INC DEL	10	$5.315M	5.9%	$230816.08	+133.5%	CL A	084670108
BFH	BREAD FINANCIAL HOLDINGS INC	72,000	$2.462M	2.7%	$161.06	-78.2%	COM	018581108
LOW	LOWES COS INC	10,000	$2.078M	2.3%	$180.97	+18.8%	COM	548661107