Courant Investment Management LLC Long-Term Concentrated

Name: Courant Investment Management LLC Q2 2026 13F Filing | 13F Explorer
Creator: Courant Investment Management LLC
Published: 2026-07-14

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 14, 2026

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

Holdings (7)

Unchanged Positions (7)

PGR PROGRESSIVE CORP 24.6%

Value $25.38M Shares 116,170 Est. Cost $75.59 Unrealized —

JPM JPMORGAN CHASE & CO 22.5%

Value $23.14M Shares 70,697 Est. Cost $89.02 Unrealized —

ULTA ULTA BEAUTY INC 9.5%

Value $9.774M Shares 21,673 Est. Cost $389.77 Unrealized —

FISV FISERV INC 9.0%

Value $9.319M Shares 190,000 Est. Cost $110.46 Unrealized —

LOW LOWES COS INC 10.7%

Value $11.02M Shares 50,000 Est. Cost $191.98 Unrealized —

SCHW SCHWAB CHARLES CORP 16.4%

Value $16.93M Shares 183,499 Est. Cost $36.86 Unrealized —

BRO BROWN & BROWN INC 7.2%

Value $7.467M Shares 116,397 Est. Cost $74.19 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	116,170	$25.38M	24.6%	$75.59	—	COM	743315103
JPM	JPMORGAN CHASE & CO	70,697	$23.14M	22.5%	$89.02	—	COM	46625H100
ULTA	ULTA BEAUTY INC	21,673	$9.774M	9.5%	$389.77	—	COM	90384S303
FISV	FISERV INC	190,000	$9.319M	9.0%	$110.46	—	COM	337738108
LOW	LOWES COS INC	50,000	$11.02M	10.7%	$191.98	—	COM	548661107
SCHW	SCHWAB CHARLES CORP	183,499	$16.93M	16.4%	$36.86	—	COM	808513105
BRO	BROWN & BROWN INC	116,397	$7.467M	7.2%	$74.19	—	COM	115236101