Courant Investment Management LLC Long-Term Concentrated

Name: Courant Investment Management LLC Q4 2025 13F Filing | 13F Explorer
Creator: Courant Investment Management LLC
Published: 2026-01-22

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 22, 2026

Total Value: $111M (100.0% shares, 0.0% debt)

Holdings (6)

JPM JPMORGAN CHASE & CO 24.4%

Value $26.97M Shares 83,697 Est. Cost $89.02 Unrealized +247.7%

PGR PROGRESSIVE CORP 23.9%

Value $26.45M Shares 116,170 Est. Cost $75.59 Unrealized +180.9%

SCHW SCHWAB CHARLES CORP 16.6%

Value $18.33M Shares 183,499 Est. Cost $36.86 Unrealized +157.0%

ULTA ULTA BEAUTY INC COM 12.7%

Value $14.02M Shares 23,173 Est. Cost $389.77 Unrealized +41.0%

FISV FISERV INC 11.5%

Value $12.76M Shares 190,000 Est. Cost $110.46 Unrealized -24.1%

LOW LOWES COMPANIES INC 10.9%

Value $12.06M Shares 50,000 Est. Cost $191.98 Unrealized +24.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JPM	JPMORGAN CHASE & CO	83,697	$26.97M	24.4%	$89.02	+247.7%	COM	46625H100
PGR	PROGRESSIVE CORP	116,170	$26.45M	23.9%	$75.59	+180.9%	COM	743315103
SCHW	SCHWAB CHARLES CORP	183,499	$18.33M	16.6%	$36.86	+157.0%	COM	808513105
ULTA	ULTA BEAUTY INC COM	23,173	$14.02M	12.7%	$389.77	+41.0%	COM	90384S303
FISV	FISERV INC	190,000	$12.76M	11.5%	$110.46	-24.1%	COM	337738108
LOW	LOWES COMPANIES INC	50,000	$12.06M	10.9%	$191.98	+24.9%	COM	548661107