Courant Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Courant Investment Management Llc disclosed 7 stock positions valued at approximately $87.24M as of quarter-end September 30, 2026. The largest holdings include PROGRESSIVE CORP, SCHWAB CHARLES CORP, and ULTA BEAUTY INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $87.24M
Holdings by Sector
Courant Investment Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | PGR | Financial Services | 27.60% | 116,170 | - | - | $24,083,203 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 20.56% | 183,499 | - | - | $17,935,192 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 13.57% | 21,673 | - | - | $11,837,142 |
| LOWES COS INC | LOW | Consumer Cyclical | 10.56% | 50,000 | - | - | $9,214,500 |
| FISERV INC | FI | Technology | 9.84% | 190,000 | - | - | $8,584,200 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 9.74% | 25,697 | -45,000 | -63.65% | $8,501,339 |
| BROWN & BROWN INC | BRO | Financial Services | 8.12% | 116,397 | - | - | $7,088,577 |
Showing 7 of 7 holdings in the latest reporting period.