Courant Investment Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Courant Investment Management LLC reported 8 stock positions worth $123.5 million. Its top holding was Progressive (PGR) at 25.1% of the portfolio, followed by JPMorgan Chase (JPM, 22.3%) and Schwab (charles) (SCHW, 14.7%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0001695426
- Portfolio Value
- $123.5M (Q2 2025)
- SEC Filing
- 0001398344-25-013834 ↗ filed Jul 28, 2025
Holdings Value
Holdings 8 stocks · $123.5M
| PGR Progressive Corp. | 25.10% | 116,170 | $31.0M | No change |
| JPM JPMorgan Chase & Co. | 22.27% | 94,897 | $27.5M | No change |
| SCHW Schwab (charles) Corp. | 14.66% | 198,499 | $18.1M | No change |
| KMX Carmax Inc. | 13.47% | 247,520 | $16.6M | No change |
| ULTA Ulta Beauty Inc. | 9.91% | 26,173 | $12.2M | No change |
| LOW Lowe's Cos Inc. | 8.98% | 50,000 | $11.1M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 3.54% | 6 | $4.4M | No change |
| DE Deere & Co. | 2.06% | 5,000 | $2.5M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| 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 |