Courant Investment Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Courant Investment Management LLC reported 9 stock positions worth $120.3 million. Its top holding was Progressive (PGR) at 21.9% of the portfolio, followed by JPMorgan Chase (JPM, 19.1%) and Carmax (KMX, 17.9%). Its holdings were unchanged from Q4 2023.
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0001695426
- Portfolio Value
- $120.3M (Q1 2024)
- SEC Filing
- 0001398344-24-007415 ↗ filed Apr 22, 2024
Holdings Value
Holdings 9 stocks · $120.3M
| PGR Progressive Corp. | 21.86% | 127,126 | $26.3M | No change |
| JPM JPMorgan Chase & Co. | 19.08% | 114,592 | $23.0M | No change |
| KMX Carmax Inc. | 17.93% | 247,520 | $21.6M | No change |
| SCHW Schwab (charles) Corp. | 11.94% | 198,499 | $14.4M | No change |
| LOW Lowe's Cos Inc. | 10.59% | 50,000 | $12.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 9.39% | 26,872 | $11.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 5.27% | 10 | $6.3M | No change |
| BFH Bread Financial Holdings Inc. | 2.23% | 72,000 | $2.7M | No change |
| DE Deere & Co. | 1.71% | 5,000 | $2.1M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| 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 |