13FBOX
Courant Investment Management LLC · 13F Holdings
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Courant Investment Management LLC

No.9104 Data as of 2026Q2
Latest AUM (Q2 2026)
$103.0M
QoQ Change Q1 2026
+$629,048+0.6%
Holdings
7
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PROGRESSIVE CORPPGR
24.63%22.49%$25.4M116,170$23.0M116,17000.00%Unchanged
JPMORGAN CHASE & COJPM
22.46%20.31%$23.1M70,697$20.8M70,69700.00%Unchanged
SCHWAB CHARLES CORPSCHW
16.43%16.84%$16.9M183,499$17.2M183,49900.00%Unchanged
LOWES COS INC COMLOW
10.7%11.54%$11.0M50,000$11.8M50,00000.00%Unchanged
Ulta Beauty Inc Ordinary SharesULTA
9.49%11.06%$9.8M21,673$11.3M21,67300.00%Unchanged
FFISERV INCFISV
9.04%10.35%$9.3M190,000$10.6M190,00000.00%Unchanged
BROWN & BROWN INC COMBRO
7.25%7.41%$7.5M116,397$7.6M116,39700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow