Courant Investment Management LLC Long-Term Concentrated

CIK: 0001695426 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $119,373 (100.0% shares, 0.0% debt)

Holdings (8)

PGR PROGRESSIVE CORP 27.5%

Value ($000) $32,877 Shares 116,170 Est. Cost $75.59 Unrealized +224.5%

JPM JPMORGAN CHASE &CO 19.5%

Value ($000) $23,278 Shares 94,897 Est. Cost $89.02 Unrealized +181.8%

KMX CARMAX INC 16.2%

Value ($000) $19,287 Shares 247,520 Est. Cost $77.01 Unrealized +4.1%

SCHW SCHWAB CHARLES CORP 13.0%

Value ($000) $15,539 Shares 198,499 Est. Cost $36.86 Unrealized +110.7%

LOW LOWES COMPANIES INC 9.8%

Value ($000) $11,662 Shares 50,000 Est. Cost $191.98 Unrealized +26.1%

ULTA ULTA BEAUTY INC 8.0%

Value ($000) $9,593 Shares 26,173 Est. Cost $389.77 Unrealized -2.2%

BRK/A BERKSHIRE HATHAWAY INC 4.0%

Value ($000) $4,791 Shares 6 Est. Cost $230816.08 Unrealized +216.0%

DE DEERE & CO 2.0%

Value ($000) $2,347 Shares 5,000 Est. Cost $365.14 Unrealized +26.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	116,170	$32,877	27.5%	$75.59	+224.5%	COM	743315103
JPM	JPMORGAN CHASE &CO	94,897	$23,278	19.5%	$89.02	+181.8%	COM	46625H100
KMX	CARMAX INC	247,520	$19,287	16.2%	$77.01	+4.1%	COM	143130102
SCHW	SCHWAB CHARLES CORP	198,499	$15,539	13.0%	$36.86	+110.7%	COM	808513105
LOW	LOWES COMPANIES INC	50,000	$11,662	9.8%	$191.98	+26.1%	COM	548661107
ULTA	ULTA BEAUTY INC	26,173	$9,593	8.0%	$389.77	-2.2%	COM	90384S303
BRK/A	BERKSHIRE HATHAWAY INC	6	$4,791	4.0%	$230816.08	+216.0%	CL A	084670108
DE	DEERE & CO	5,000	$2,347	2.0%	$365.14	+26.4%	COM	244199105