Courant Investment Management LLC Long-Term Concentrated

CIK: 0001695426 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $126,513 (100.0% shares, 0.0% debt)

Holdings (7)

JPM JPMORGAN CHASE & CO. 23.7%

Value ($000) $29,933 Shares 94,897 Est. Cost $89.02 Unrealized +232.4%

PGR PROGRESSIVE CORP 22.7%

Value ($000) $28,688 Shares 116,170 Est. Cost $75.59 Unrealized +206.5%

SCHW SCHWAB CHARLES CORP 15.0%

Value ($000) $18,951 Shares 198,499 Est. Cost $36.86 Unrealized +156.4%

ULTA ULTA BEAUTY INC 11.3%

Value ($000) $14,310 Shares 26,173 Est. Cost $389.77 Unrealized +31.5%

LOW LOWES COS INC 9.9%

Value ($000) $12,566 Shares 50,000 Est. Cost $191.98 Unrealized +27.2%

KMX CARMAX INC 8.8%

Value ($000) $11,106 Shares 247,520 Est. Cost $77.01 Unrealized -22.5%

FISV FISERV INC 8.7%

Value ($000) $10,959 Shares 85,000 Est. Cost $143.31 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
JPM	JPMORGAN CHASE & CO.	94,897	$29,933	23.7%	$89.02	+232.4%	COM	46625H100
PGR	PROGRESSIVE CORP	116,170	$28,688	22.7%	$75.59	+206.5%	COM	743315103
SCHW	SCHWAB CHARLES CORP	198,499	$18,951	15.0%	$36.86	+156.4%	COM	808513105
ULTA	ULTA BEAUTY INC	26,173	$14,310	11.3%	$389.77	+31.5%	COM	90384S303
LOW	LOWES COS INC	50,000	$12,566	9.9%	$191.98	+27.2%	COM	548661107
KMX	CARMAX INC	247,520	$11,106	8.8%	$77.01	-22.5%	COM	143130102
FISV	FISERV INC	85,000	$10,959	8.7%	$143.31	0.0%	COM	337738108