Courant Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Courant Investment Management LLC reported 7 stock positions worth $103.0 million. Its top holding was Progressive (PGR) at 24.6% of the portfolio, followed by JPMorgan Chase (JPM, 22.5%) and Schwab (charles) (SCHW, 16.4%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0001695426
- Portfolio Value
- $103.0M (Q2 2026)
- SEC Filing
- 0001398344-26-012134 ↗ filed Jul 14, 2026
Holdings Value
Holdings 7 stocks · $103.0M
| PGR Progressive Corp. | 24.63% | 116,170 | $25.4M | No change |
| JPM JPMorgan Chase & Co. | 22.46% | 70,697 | $23.1M | No change |
| SCHW Schwab (charles) Corp. | 16.43% | 183,499 | $16.9M | No change |
| LOW Lowe's Cos Inc. | 10.70% | 50,000 | $11.0M | No change |
| ULTA Ulta Beauty Inc. | 9.49% | 21,673 | $9.8M | No change |
| FISV Fiserv Inc. | 9.04% | 190,000 | $9.3M | No change |
| BRO Brown & Brown Inc. | 7.25% | 116,397 | $7.5M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $103.0M | PGR, JPM, SCHW, LOW, ULTA |
| Q1 2026 | 7 | $102.4M | PGR, JPM, SCHW, LOW, ULTA |
| Q4 2025 | 6 | $110.6M | JPM, PGR, SCHW, ULTA, FISV |
| Q3 2025 | 7 | $126.5M | JPM, PGR, SCHW, ULTA, LOW |
| Q2 2025 | 8 | $123.5M | PGR, JPM, SCHW, KMX, ULTA |
| Q1 2025 | 8 | $119.4M | PGR, JPM, KMX, SCHW, LOW |
| Q4 2024 | 8 | $118.2M | PGR, JPM, KMX, SCHW, LOW |
| Q3 2024 | 9 | $119.0M | PGR, JPM, KMX, LOW, SCHW |
| Q2 2024 | 9 | $106.6M | PGR, JPM, KMX, SCHW, LOW |
| Q1 2024 | 9 | $120.3M | PGR, JPM, KMX, SCHW, LOW |