Courant Investment Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $119.4MLatest: 2025Q1

Courant Investment Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LOW",
  "KMX",
  "PGR",
  "SCHW",
  "ULTA",
  "BRK-A",
  "DE",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 8
Total Value: 119373117
Accession Number: 0001398344-25-007420
Form Type: 13F-HR
CIK: courant-investment-management
Manager Name: Courant-Investment-Management

Data Enrichment

100% identified

8 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $119.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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PROGRESSIVE CORP/OH/

PGR|743315103

Shares:116.2K

Value:$32.9M

% of Portfolio:27.5% ($32.9M/$119.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:94.9K

Value:$23.3M

% of Portfolio:19.5% ($23.3M/$119.4M)

CARMAX INC

KMX|143130102

Shares:247.5K

Value:$19.3M

% of Portfolio:16.2% ($19.3M/$119.4M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:198.5K

Value:$15.5M

% of Portfolio:13.0% ($15.5M/$119.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:50.0K

Value:$11.7M

% of Portfolio:9.8% ($11.7M/$119.4M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:26.2K

Value:$9.6M

% of Portfolio:8.0% ($9.6M/$119.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.8M

% of Portfolio:4.0% ($4.8M/$119.4M)

DEERE & CO

DE|244199105

Shares:5.0K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROGRESSIVE CORP/OH/(PGRcusip743315103)	116.2K	QoQ 0.00% (+0) YoY -8.61% (-11.0K)	All Managers (Combined)	$32.9M	27.5% ($32.9M/$119.4M)	QoQ +18.11% (+$5.0M) YoY +25.04% (-$6.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	94.9K	QoQ 0.00% (+0) YoY -17.18% (-19.7K)	All Managers (Combined)	$23.3M	19.5% ($23.3M/$119.4M)	QoQ +2.33% (+$530.5K) YoY +1.41% (-$325.5K)
CARMAX INC(KMXcusip143130102)	247.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.3M	16.2% ($19.3M/$119.4M)	QoQ -4.69% (-$950.5K) YoY -10.54% (-$2.3M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	198.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.5M	13.0% ($15.5M/$119.4M)	QoQ +5.76% (+$847.6K) YoY +8.21% (+$1.2M)
LOWES COMPANIES INC(LOWcusip548661107)	50.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.7M	9.8% ($11.7M/$119.4M)	QoQ -5.49% (-$678.5K) YoY -8.44% (-$1.1M)
Ulta Beauty, Inc.(ULTAcusip90384S303)	26.2K	QoQ 0.00% (-0) YoY NEW(+26.2K)	All Managers (Combined)	$9.6M	8.0% ($9.6M/$119.4M)	QoQ -15.72% (-$1.8M) YoY NEW(+$9.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ -40.00% (-4) YoY -40.00% (-4)	All Managers (Combined)	$4.8M	4.0% ($4.8M/$119.4M)	QoQ -29.64% (-$2.0M) YoY -24.49% (-$1.6M)
DEERE & CO(DEcusip244199105)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.3M	2.0% ($2.3M/$119.4M)	QoQ +10.77% (+$228.3K) YoY +14.26% (+$293.1K)