Courant Investment Management LLC Long-Term Concentrated

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 Share Price $198.24 Est. Cost/Share $75.59 Unrealized @ Report Date +162.3%
JPM JPMORGAN CHASE &CO. COM 20.3%
Value $20.8M Shares 70,697 Share Price $294.16 Est. Cost/Share $89.02 Unrealized @ Report Date +230.4%
SCHW SCHWAB CHARLES CORP COM 16.8%
Value $17.25M Shares 183,499 Share Price $93.98 Est. Cost/Share $36.86 Unrealized @ Report Date +154.9%
LOW LOWES COMPANIES INC COM USD0.50 11.5%
Value $11.81M Shares 50,000 Share Price $236.28 Est. Cost/Share $191.98 Unrealized @ Report Date +23.1%
ULTA ULTA BEAUTY INC COM 11.1%
Value $11.33M Shares 21,673 Share Price $522.71 Est. Cost/Share $389.77 Unrealized @ Report Date +34.1%
FISV FISERV INC COM STK USD0.01 10.4%
Value $10.6M Shares 190,000 Share Price $55.80 Est. Cost/Share $110.46 Unrealized @ Report Date -49.5%
BRO BROWN & BROWN INC 7.4%
Value $7.59M Shares 116,397 Share Price $65.21 Est. Cost/Share $72.01 Unrealized @ Report Date -9.4%