Courant Investment Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Courant Investment Management LLC disclosed 8 US equity positions worth $118.2m in its Q4 2024 13F filing. The largest position was PGR at 23.6% of the reported book, followed by JPM and KMX. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 8 holdings.
What did Courant Investment Management LLC own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP COM | Financial Services | 23.6% | $27.8m | 116,170 | 0% | held |
| 2 | JPM JPMORGAN CHASE &CO. COM | Financial Services | 19.3% | $22.7m | 94,897 | -13% | reduced |
| 3 | KMX CARMAX INC | Consumer Cyclical | 17.1% | $20.2m | 247,520 | 0% | held |
| 4 | SCHW SCHWAB CHARLES CORP COM | Financial Services | 12.4% | $14.7m | 198,499 | 0% | held |
| 5 | LOW LOWES COMPANIES INC COM USD0.50 | Consumer Cyclical | 10.4% | $12.3m | 50,000 | 0% | held |
| 6 | ULTA ULTA BEAUTY INC COM | Consumer Cyclical | 9.6% | $11.4m | 26,173 | 14% | added |
| 7 | BRK/A BERKSHIRE HATHAWAY INC | 5.8% | $6.8m | 10 | 0% | held | |
| 8 | DE DEERE & CO | Industrials | 1.8% | $2.1m | 5,000 | 0% | held |
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.