Courant Investment Management LLC Long-Term Concentrated

Location: Franklin, TN

CIK: 0001695426 · Show all filings

Period: Q3 2026 (← Previous)

Filing Date: Oct 15, 2026

Total Value: $87.24M (100.0% shares, 0.0% debt)

Holdings (7)

Decreased Positions (1)

JPM JPMORGAN CHASE & CO 9.7%
Value $8.501M (-63.3%) Shares 25,697 (-63.7%) Share Price $330.83 Est. Cost/Share $89.02 Unrealized @ Report Date +271.6%

Unchanged Positions (6)

ULTA ULTA BEAUTY INC 13.6%
Value $11.84M Shares 21,673 Share Price $546.17 Est. Cost/Share $389.77 Unrealized @ Report Date +40.1%
LOW LOWES COS INC 10.6%
Value $9.214M Shares 50,000 Share Price $184.29 Est. Cost/Share $191.98 Unrealized @ Report Date -4.0%
PGR PROGRESSIVE CORP 27.6%
Value $24.08M Shares 116,170 Share Price $207.31 Est. Cost/Share $75.59 Unrealized @ Report Date +174.3%
SCHW SCHWAB CHARLES CORP 20.6%
Value $17.94M Shares 183,499 Share Price $97.74 Est. Cost/Share $36.86 Unrealized @ Report Date +165.1%
FISV FISERV INC 9.8%
Value $8.584M Shares 190,000 Share Price $45.18 Est. Cost/Share $110.46 Unrealized @ Report Date -59.1%
BRO BROWN & BROWN INC 8.1%
Value $7.089M Shares 116,397 Share Price $60.90 Est. Cost/Share $72.01 Unrealized @ Report Date -15.4%