Courant Investment Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Courant Investment Management LLC disclosed 8 US equity positions worth $119.4m in its Q1 2025 13F filing. The largest position was PGR at 27.5% of the reported book, followed by JPM and KMX. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 8 holdings.
What did Courant Investment Management LLC own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP | Financial Services | 27.5% | $32.9m | 116,170 | 0% | held |
| 2 | JPM JPMORGAN CHASE &CO | Financial Services | 19.5% | $23.3m | 94,897 | 0% | held |
| 3 | KMX CARMAX INC | Consumer Cyclical | 16.2% | $19.3m | 247,520 | 0% | held |
| 4 | SCHW SCHWAB CHARLES CORP | Financial Services | 13.0% | $15.5m | 198,499 | 0% | held |
| 5 | LOW LOWES COMPANIES INC | Consumer Cyclical | 9.8% | $11.7m | 50,000 | 0% | held |
| 6 | ULTA ULTA BEAUTY INC | Consumer Cyclical | 8.0% | $9.6m | 26,173 | 0% | held |
| 7 | BRK/A BERKSHIRE HATHAWAY INC | 4.0% | $4.8m | 6 | -40% | reduced | |
| 8 | DE DEERE & CO | Industrials | 2.0% | $2.3m | 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.