Courant Investment Management LLC Long-Term Concentrated

Name: Courant Investment Management LLC Q4 2023 13F Filing | 13F Explorer
Creator: Courant Investment Management LLC
Published: 2024-01-12

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 12, 2024

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

Holdings (9)

PGR PROGRESSIVE CORP 19.7%

Value $20.25M Shares 127,126 Share Price $159.28 * Est. Cost/Share $75.59 Unrealized @ Report Date +92.9%

JPM JPMORGAN CHASE & CO 18.9%

Value $19.49M Shares 114,592 Share Price $170.10 * Est. Cost/Share $89.02 Unrealized @ Report Date +82.7%

KMX CARMAX INC 18.5%

Value $18.99M Shares 247,520 Share Price $76.74 Est. Cost/Share $77.01 Unrealized @ Report Date -0.4%

SCHW SCHWAB CHARLES CORP 13.3%

Value $13.66M Shares 198,499 Share Price $68.80 * Est. Cost/Share $36.86 Unrealized @ Report Date +81.7%

LOW LOWES COS INC 10.8%

Value $11.13M Shares 50,000 Share Price $222.55 * Est. Cost/Share $191.98 Unrealized @ Report Date +11.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 9.3%

Value $9.584M Shares 26,872 Share Price $356.66 Est. Cost/Share $190.94 Unrealized @ Report Date +86.8%

BRK/A BERKSHIRE HATHAWAY INC DEL 5.3%

Value $5.426M Shares 10 Share Price $542625.00 Est. Cost/Share $230816.08 Unrealized @ Report Date +135.1%

BFH BREAD FINANCIAL HOLDINGS INC 2.3%

Value $2.372M Shares 72,000 Share Price $32.94 * Est. Cost/Share $161.06 Unrealized @ Report Date -80.2%

DE DEERE & CO 1.9%

Value $1.999M Shares 5,000 Share Price $399.87 * Est. Cost/Share $365.14 Unrealized @ Report Date +6.4%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PGR	PROGRESSIVE CORP	127,126	$20.25M	19.7%	$159.28 *	$75.59	+92.9%	COM	743315103
JPM	JPMORGAN CHASE & CO	114,592	$19.49M	18.9%	$170.10 *	$89.02	+82.7%	COM	46625H100
KMX	CARMAX INC	247,520	$18.99M	18.5%	$76.74	$77.01	-0.4%	COM	143130102
SCHW	SCHWAB CHARLES CORP	198,499	$13.66M	13.3%	$68.80 *	$36.86	+81.7%	COM	808513105
LOW	LOWES COS INC	50,000	$11.13M	10.8%	$222.55 *	$191.98	+11.5%	COM	548661107
BRK/B	BERKSHIRE HATHAWAY INC DEL	26,872	$9.584M	9.3%	$356.66	$190.94	+86.8%	CL B NEW	084670702
BRK/A	BERKSHIRE HATHAWAY INC DEL	10	$5.426M	5.3%	$542625.00	$230816.08	+135.1%	CL A	084670108
BFH	BREAD FINANCIAL HOLDINGS INC	72,000	$2.372M	2.3%	$32.94 *	$161.06	-80.2%	COM	018581108
DE	DEERE & CO	5,000	$1.999M	1.9%	$399.87 *	$365.14	+6.4%	COM	244199105