Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

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

Holdings (8)

PGR PROGRESSIVE CORP 27.5%
Value $32.88M Shares 116,170 Share Price $283.01 * Est. Cost/Share $75.59 Unrealized @ Report Date +251.6%
JPM JPMORGAN CHASE &CO 19.5%
Value $23.28M Shares 94,897 Share Price $245.30 Est. Cost/Share $89.02 Unrealized @ Report Date +171.2%
KMX CARMAX INC 16.2%
Value $19.29M Shares 247,520 Share Price $77.92 Est. Cost/Share $77.01 Unrealized @ Report Date +1.2%
SCHW SCHWAB CHARLES CORP 13.0%
Value $15.54M Shares 198,499 Share Price $78.28 Est. Cost/Share $36.86 Unrealized @ Report Date +110.5%
LOW LOWES COMPANIES INC 9.8%
Value $11.66M Shares 50,000 Share Price $233.23 Est. Cost/Share $191.98 Unrealized @ Report Date +19.6%
ULTA ULTA BEAUTY INC 8.0%
Value $9.593M Shares 26,173 Share Price $366.54 Est. Cost/Share $389.77 Unrealized @ Report Date -6.0%
BRK/A BERKSHIRE HATHAWAY INC 4.0%
Value $4.791M Shares 6 Share Price $798441.67 Est. Cost/Share $230816.08 Unrealized @ Report Date +245.9%
DE DEERE & CO 2.0%
Value $2.347M Shares 5,000 Share Price $469.35 Est. Cost/Share $365.14 Unrealized @ Report Date +27.2%