Courant Investment Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Courant Investment Management LLC disclosed 8 US equity positions worth $123.5m in its Q2 2025 13F filing. The largest position was PGR at 25.1% of the reported book, followed by JPM and SCHW. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 8 holdings.
What did Courant Investment Management LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP | Financial Services | 25.1% | $31.0m | 116,170 | 0% | held |
| 2 | JPM JPMORGAN CHASE &CO. | Financial Services | 22.3% | $27.5m | 94,897 | 0% | held |
| 3 | SCHW SCHWAB CHARLES CORP | Financial Services | 14.7% | $18.1m | 198,499 | 0% | held |
| 4 | KMX CARMAX INC | Consumer Cyclical | 13.5% | $16.6m | 247,520 | 0% | held |
| 5 | ULTA ULTA BEAUTY INC | Consumer Cyclical | 9.9% | $12.2m | 26,173 | 0% | held |
| 6 | LOW LOWES COMPANIES INC | Consumer Cyclical | 9.0% | $11.1m | 50,000 | 0% | held |
| 7 | BRK/A BERKSHIRE HATHAWAY INC | 3.5% | $4.4m | 6 | 0% | held | |
| 8 | DE DEERE & CO | Industrials | 2.1% | $2.5m | 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.