Courant Investment Management LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Courant Investment Management LLC disclosed 9 US equity positions worth $119.0m in its Q3 2024 13F filing. The largest position was PGR at 24.8% of the reported book, followed by JPM and KMX.
What did Courant Investment Management LLC own in Q3 2024? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP | Financial Services | 24.8% | $29.5m | 116,170 | – | |
| 2 | JPM JPMORGAN CHASE & CO | Financial Services | 19.4% | $23.1m | 109,592 | – | |
| 3 | KMX CARMAX INC | Consumer Cyclical | 16.1% | $19.2m | 247,520 | – | |
| 4 | LOW LOWES COS INC | Consumer Cyclical | 11.4% | $13.5m | 50,000 | – | |
| 5 | SCHW SCHWAB CHARLES CORP | Financial Services | 10.8% | $12.9m | 198,499 | – | |
| 6 | ULTA ULTA BEAUTY INC | Consumer Cyclical | 7.5% | $8.9m | 23,000 | – | |
| 7 | BRK/A BERKSHIRE HATHAWAY INC DEL | 5.8% | $6.9m | 10 | – | ||
| 8 | BFH BREAD FINANCIAL HOLDINGS INC | Financial Services | 2.5% | $2.9m | 62,000 | – | |
| 9 | DE DEERE & CO | Industrials | 1.8% | $2.1m | 5,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.