Courant Investment Management LLC reported 7 positions worth $87.24M for the quarter ended Sep 30, 2026, down 15.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 0. Its largest holding is Progressive Corp at 27.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | -45.0K | -63.7% | $14.89M | 9.74% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PGR Progressive Corp | Financial Services | 116.2K | $24.08M | 27.6% | 0 | 0.0% | Unchanged | 0.02% |
| 2 | SCHW Schwab Charles Corp | Financial Services | 183.5K | $17.94M | 20.56% | 0 | 0.0% | Unchanged | 0.01% |
| 3 | ULTA Ulta Beauty, Inc. | Consumer Discretionary | 21.7K | $11.84M | 13.57% | 0 | 0.0% | Unchanged | 0.05% |
| 4 | LOW Lowes Companies Inc | Consumer Discretionary | 50.0K | $9.21M | 10.56% | 0 | 0.0% | Unchanged | 0.01% |
| 5 | FISV Fiserv Inc | Technology | 190.0K | $8.58M | 9.84% | 0 | 0.0% | Unchanged | 0.04% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 25.7K | $8.50M | 9.74% | -45.0K | -63.7% | Reduced | 0% |
| 7 | BRO Brown & Brown, Inc. | Financial Services | 116.4K | $7.09M | 8.12% | 0 | 0.0% | Unchanged | 0.04% |
Tip. Select a row to see that position’s full history at Courant Investment Management.
As of its Q3 2026 13F filing, Courant Investment Management LLC’s five largest positions were Progressive Corp (PGR) at 27.6%, Schwab Charles Corp (SCHW) at 20.6%, Ulta Beauty, Inc. (ULTA) at 13.6%, Lowes Companies Inc (LOW) at 10.6%, Fiserv Inc (FISV) at 9.8% of the reported portfolio.
Courant Investment Management LLC reported a 13F portfolio worth $87.24M across 7 positions for Q3 2026. That is down 15.3% from the previous quarter.
Its largest sales by value were Jpmorgan Chase & Co ($14.89M). It exited 0 positions entirely.
From the Form 13F-HR reports Courant Investment Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.