Courant Investment Management LLC Long-Term Concentrated

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 Share Price $322.22 Est. Cost/Share $89.02 Unrealized @ Report Date +261.9%
PGR PROGRESSIVE CORP 23.9%
Value $26.45M Shares 116,170 Share Price $227.72 * Est. Cost/Share $75.59 Unrealized @ Report Date +183.3%
SCHW SCHWAB CHARLES CORP 16.6%
Value $18.33M Shares 183,499 Share Price $99.91 Est. Cost/Share $36.86 Unrealized @ Report Date +171.0%
ULTA ULTA BEAUTY INC COM 12.7%
Value $14.02M Shares 23,173 Share Price $605.01 Est. Cost/Share $389.77 Unrealized @ Report Date +55.2%
FISV FISERV INC 11.5%
Value $12.76M Shares 190,000 Share Price $67.17 Est. Cost/Share $110.46 Unrealized @ Report Date -39.2%
LOW LOWES COMPANIES INC 10.9%
Value $12.06M Shares 50,000 Share Price $241.16 Est. Cost/Share $191.98 Unrealized @ Report Date +25.6%