Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 28, 2025

Total Value: $124M (100.0% shares, 0.0% debt)

Holdings (8)

PGR PROGRESSIVE CORP 25.1%
Value $31M Shares 116,170 Share Price $266.86 * Est. Cost/Share $75.59 Unrealized @ Report Date +231.7%
JPM JPMORGAN CHASE &CO. 22.3%
Value $27.51M Shares 94,897 Share Price $289.91 Est. Cost/Share $89.02 Unrealized @ Report Date +222.5%
SCHW SCHWAB CHARLES CORP 14.7%
Value $18.11M Shares 198,499 Share Price $91.24 Est. Cost/Share $36.86 Unrealized @ Report Date +146.1%
KMX CARMAX INC 13.5%
Value $16.64M Shares 247,520 Share Price $67.21 Est. Cost/Share $77.01 Unrealized @ Report Date -12.7%
ULTA ULTA BEAUTY INC 9.9%
Value $12.24M Shares 26,173 Share Price $467.82 Est. Cost/Share $389.77 Unrealized @ Report Date +20.0%
LOW LOWES COMPANIES INC 9.0%
Value $11.09M Shares 50,000 Share Price $221.87 Est. Cost/Share $191.98 Unrealized @ Report Date +14.4%
BRK/A BERKSHIRE HATHAWAY INC 3.5%
Value $4.373M Shares 6 Share Price $728800.00 Est. Cost/Share $230816.08 Unrealized @ Report Date +215.7%
DE DEERE & CO 2.1%
Value $2.542M Shares 5,000 Share Price $508.49 Est. Cost/Share $365.14 Unrealized @ Report Date +38.3%