Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 14, 2026

Total Value: $103M (100.0% shares, 0.0% debt)

Holdings (7)

PGR PROGRESSIVE CORP 24.6%
Value $25.38M Shares 116,170 Share Price $218.45 Est. Cost/Share $75.59 Unrealized @ Report Date +189.0%
JPM JPMORGAN CHASE & CO 22.5%
Value $23.14M Shares 70,697 Share Price $327.33 Est. Cost/Share $89.02 Unrealized @ Report Date +267.7%
SCHW SCHWAB CHARLES CORP 16.4%
Value $16.93M Shares 183,499 Share Price $92.27 Est. Cost/Share $36.86 Unrealized @ Report Date +150.3%
LOW LOWES COS INC 10.7%
Value $11.02M Shares 50,000 Share Price $220.49 Est. Cost/Share $191.98 Unrealized @ Report Date +14.9%
ULTA ULTA BEAUTY INC 9.5%
Value $9.774M Shares 21,673 Share Price $450.98 Est. Cost/Share $389.77 Unrealized @ Report Date +15.7%
FISV FISERV INC 9.0%
Value $9.319M Shares 190,000 Share Price $49.05 Est. Cost/Share $110.46 Unrealized @ Report Date -55.6%
BRO BROWN & BROWN INC 7.2%
Value $7.467M Shares 116,397 Share Price $64.15 Est. Cost/Share $72.01 Unrealized @ Report Date -10.9%