Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value: $127M (100.0% shares, 0.0% debt)

Holdings (7)

JPM JPMORGAN CHASE & CO. 23.7%
Value $29.93M Shares 94,897 Share Price $315.43 Est. Cost/Share $89.02 Unrealized @ Report Date +252.6%
PGR PROGRESSIVE CORP 22.7%
Value $28.69M Shares 116,170 Share Price $246.95 * Est. Cost/Share $75.59 Unrealized @ Report Date +207.1%
SCHW SCHWAB CHARLES CORP 15.0%
Value $18.95M Shares 198,499 Share Price $95.47 Est. Cost/Share $36.86 Unrealized @ Report Date +158.2%
ULTA ULTA BEAUTY INC 11.3%
Value $14.31M Shares 26,173 Share Price $546.75 Est. Cost/Share $389.77 Unrealized @ Report Date +40.3%
LOW LOWES COS INC 9.9%
Value $12.57M Shares 50,000 Share Price $251.31 Est. Cost/Share $191.98 Unrealized @ Report Date +30.3%
KMX CARMAX INC 8.8%
Value $11.11M Shares 247,520 Share Price $44.87 Est. Cost/Share $77.01 Unrealized @ Report Date -41.7%
FISV FISERV INC 8.7%
Value $10.96M Shares 85,000 Share Price $128.93 Est. Cost/Share $143.31 Unrealized @ Report Date -10.0%