Courant Investment Management LLC Long-Term Concentrated

Name: Courant Investment Management LLC Q1 2026 13F Filing | 13F Explorer
Creator: Courant Investment Management LLC
Published: 2026-04-20

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 20, 2026

Total Value: $102M (100.0% shares, 0.0% debt)

Holdings (7)

PGR PROGRESSIVE CORP COM 22.5%

Value $23.03M Shares 116,170 Est. Cost $75.59 Unrealized +173.4%

JPM JPMORGAN CHASE &CO. COM 20.3%

Value $20.8M Shares 70,697 Est. Cost $89.02 Unrealized +249.8%

SCHW SCHWAB CHARLES CORP COM 16.8%

Value $17.25M Shares 183,499 Est. Cost $36.86 Unrealized +171.6%

LOW LOWES COMPANIES INC COM USD0.50 11.5%

Value $11.81M Shares 50,000 Est. Cost $191.98 Unrealized +41.4%

ULTA ULTA BEAUTY INC COM 11.1%

Value $11.33M Shares 21,673 Est. Cost $389.77 Unrealized +71.9%

FISV FISERV INC COM STK USD0.01 10.4%

Value $10.6M Shares 190,000 Est. Cost $110.46 Unrealized -42.1%

BRO BROWN & BROWN INC 7.4%

Value $7.59M Shares 116,397 Est. Cost $74.19 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP COM	116,170	$23.03M	22.5%	$75.59	+173.4%	COM	743315103
JPM	JPMORGAN CHASE &CO. COM	70,697	$20.8M	20.3%	$89.02	+249.8%	COM	46625H100
SCHW	SCHWAB CHARLES CORP COM	183,499	$17.25M	16.8%	$36.86	+171.6%	COM	808513105
LOW	LOWES COMPANIES INC COM USD0.50	50,000	$11.81M	11.5%	$191.98	+41.4%	COM	548661107
ULTA	ULTA BEAUTY INC COM	21,673	$11.33M	11.1%	$389.77	+71.9%	COM	90384S303
FISV	FISERV INC COM STK USD0.01	190,000	$10.6M	10.4%	$110.46	-42.1%	COM	337738108
BRO	BROWN & BROWN INC	116,397	$7.59M	7.4%	$74.19	0.0%	COM	115236101