Courant Investment Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Courant Investment Management LLC disclosed 7 US equity positions worth $126.5m in its Q3 2025 13F filing. The largest position was JPM at 23.7% of the reported book, followed by PGR and SCHW. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 0 among the top 7 holdings.
What did Courant Investment Management LLC own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JPM JPMORGAN CHASE & CO. | Financial Services | 23.7% | $29.9m | 94,897 | 0% | held |
| 2 | PGR PROGRESSIVE CORP | Financial Services | 22.7% | $28.7m | 116,170 | 0% | held |
| 3 | SCHW SCHWAB CHARLES CORP | Financial Services | 15.0% | $19.0m | 198,499 | 0% | held |
| 4 | ULTA ULTA BEAUTY INC | Consumer Cyclical | 11.3% | $14.3m | 26,173 | 0% | held |
| 5 | LOW LOWES COS INC | Consumer Cyclical | 9.9% | $12.6m | 50,000 | 0% | held |
| 6 | KMX CARMAX INC | Consumer Cyclical | 8.8% | $11.1m | 247,520 | 0% | held |
| 7 | FISV FISERV INC | 8.7% | $11.0m | 85,000 | – | new |
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.