Courant Investment Management LLC Long-Term Concentrated

CIK: 0001695426 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 28, 2025

Total Value ($000): $123,513 (100.0% shares, 0.0% debt)

Holdings (8)

PGR PROGRESSIVE CORP 25.1%

Value ($000) $31,001 Shares 116,170 Est. Cost $75.59 Unrealized +240.7%

JPM JPMORGAN CHASE &CO. 22.3%

Value ($000) $27,512 Shares 94,897 Est. Cost $89.02 Unrealized +183.8%

SCHW SCHWAB CHARLES CORP 14.7%

Value ($000) $18,111 Shares 198,499 Est. Cost $36.86 Unrealized +125.6%

KMX CARMAX INC 13.5%

Value ($000) $16,636 Shares 247,520 Est. Cost $77.01 Unrealized -12.7%

ULTA ULTA BEAUTY INC 9.9%

Value ($000) $12,244 Shares 26,173 Est. Cost $389.77 Unrealized +6.1%

LOW LOWES COMPANIES INC 9.0%

Value ($000) $11,094 Shares 50,000 Est. Cost $191.98 Unrealized +14.9%

BRK/A BERKSHIRE HATHAWAY INC 3.5%

Value ($000) $4,373 Shares 6 Est. Cost $230816.08 Unrealized +230.0%

DE DEERE & CO 2.1%

Value ($000) $2,542 Shares 5,000 Est. Cost $365.14 Unrealized +32.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	116,170	$31,001	25.1%	$75.59	+240.7%	COM	743315103
JPM	JPMORGAN CHASE &CO.	94,897	$27,512	22.3%	$89.02	+183.8%	COM	46625H100
SCHW	SCHWAB CHARLES CORP	198,499	$18,111	14.7%	$36.86	+125.6%	COM	808513105
KMX	CARMAX INC	247,520	$16,636	13.5%	$77.01	-12.7%	COM	143130102
ULTA	ULTA BEAUTY INC	26,173	$12,244	9.9%	$389.77	+6.1%	COM	90384S303
LOW	LOWES COMPANIES INC	50,000	$11,094	9.0%	$191.98	+14.9%	COM	548661107
BRK/A	BERKSHIRE HATHAWAY INC	6	$4,373	3.5%	$230816.08	+230.0%	CL A	084670108
DE	DEERE & CO	5,000	$2,542	2.1%	$365.14	+32.7%	COM	244199105