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 Est. Cost $75.59 Unrealized +240.7%
JPM JPMORGAN CHASE &CO. 22.3%
Value $27.51M Shares 94,897 Est. Cost $89.02 Unrealized +183.8%
SCHW SCHWAB CHARLES CORP 14.7%
Value $18.11M Shares 198,499 Est. Cost $36.86 Unrealized +125.6%
KMX CARMAX INC 13.5%
Value $16.64M Shares 247,520 Est. Cost $77.01 Unrealized -12.7%
ULTA ULTA BEAUTY INC 9.9%
Value $12.24M Shares 26,173 Est. Cost $389.77 Unrealized +6.1%
LOW LOWES COMPANIES INC 9.0%
Value $11.09M Shares 50,000 Est. Cost $191.98 Unrealized +14.9%
BRK/A BERKSHIRE HATHAWAY INC 3.5%
Value $4.373M Shares 6 Est. Cost $230816.08 Unrealized +230.0%
DE DEERE & CO 2.1%
Value $2.542M Shares 5,000 Est. Cost $365.14 Unrealized +32.7%