Courant Investment Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Courant Investment Management LLC disclosed 7 US equity positions worth $103.0m in its Q2 2026 13F filing. The largest position was PGR at 24.6% of the reported book, followed by JPM and SCHW.
What did Courant Investment Management LLC own in Q2 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PGR PROGRESSIVE CORP | Financial Services | 24.6% | $25.4m | 116,170 | – | |
| 2 | JPM JPMORGAN CHASE & CO | Financial Services | 22.5% | $23.1m | 70,697 | – | |
| 3 | SCHW SCHWAB CHARLES CORP | Financial Services | 16.4% | $16.9m | 183,499 | – | |
| 4 | LOW LOWES COS INC | Consumer Cyclical | 10.7% | $11.0m | 50,000 | – | |
| 5 | ULTA ULTA BEAUTY INC | Consumer Cyclical | 9.5% | $9.8m | 21,673 | – | |
| 6 | FISV FISERV INC | 9.0% | $9.3m | 190,000 | – | ||
| 7 | BRO BROWN & BROWN INC | Financial Services | 7.2% | $7.5m | 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.