Courant Investment Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Courant Investment Management LLC disclosed 7 US equity positions worth $102.4m in its Q1 2026 13F filing. The largest position was PGR at 22.5% of the reported book, followed by JPM and SCHW.
What did Courant Investment Management LLC own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP COM | Financial Services | 22.5% | $23.0m | 116,170 | – | |
| 2 | JPM JPMORGAN CHASE &CO. COM | Financial Services | 20.3% | $20.8m | 70,697 | – | |
| 3 | SCHW SCHWAB CHARLES CORP COM | Financial Services | 16.8% | $17.2m | 183,499 | – | |
| 4 | LOW LOWES COMPANIES INC COM USD0.50 | Consumer Cyclical | 11.5% | $11.8m | 50,000 | – | |
| 5 | ULTA ULTA BEAUTY INC COM | Consumer Cyclical | 11.1% | $11.3m | 21,673 | – | |
| 6 | FISV FISERV INC COM STK USD0.01 | 10.4% | $10.6m | 190,000 | – | ||
| 7 | BRO BROWN & BROWN INC | Financial Services | 7.4% | $7.6m | 116,397 | – |
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.