Courant Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Courant Investment Management LLC reported 7 stock positions worth $102.4 million. Its top holding was Progressive (PGR) at 22.5% of the portfolio, followed by JPMorgan Chase (JPM, 20.3%) and Schwab (charles) (SCHW, 16.8%). Compared with Q4 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Brown & Brown (BRO) and the biggest sale JPMorgan Chase (JPM, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- FRANKLIN, TN
- CIK
- 0001695426
- Portfolio Value
- $102.4M (Q1 2026)
- SEC Filing
- 0001398344-26-006689 ↗ filed Apr 20, 2026
Holdings Value
Holdings 7 stocks · $102.4M
| PGR Progressive Corp. | 22.49% | 116,170 | $23.0M | No change |
| JPM JPMorgan Chase & Co. | 20.31% | 70,697 | $20.8M | Reduce -15.5% |
| SCHW Schwab (charles) Corp. | 16.84% | 183,499 | $17.2M | No change |
| LOW Lowe's Cos Inc. | 11.54% | 50,000 | $11.8M | No change |
| ULTA Ulta Beauty Inc. | 11.06% | 21,673 | $11.3M | Reduce -6.5% |
| FISV Fiserv Inc. | 10.35% | 190,000 | $10.6M | No change |
| BRO Brown & Brown Inc. | 7.41% | 116,397 | $7.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| BRO Brown & Brown Inc. | New | 7.41% | +7.41 |
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 |