Institutional Fund
Courant Investment Management LLC
Franklin, TNCIK 16954265 filings on record
Portfolio Value
$102.41M
Q1 2026
Holdings
7
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-7.4%
from $110.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Progressive Corp22.5%
- Jpmorgan Chase & Co.20.3%
- Schwab Charles Corp16.8%
- Lowes Cos Inc11.5%
- Ulta Beauty Inc11.1%
- Fiserv Inc10.4%
- Other7.4%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp | 116.2K | $23.03M | 22.5% | 0 | Held |
| 2 | Jpmorgan Chase & Co. | 70.7K | $20.80M | 20.3% | −13.0K | Reduced |
| 3 | Schwab Charles Corp | 183.5K | $17.25M | 16.8% | 0 | Held |
| 4 | Lowes Cos Inc | 50.0K | $11.81M | 11.5% | 0 | Held |
| 5 | Ulta Beauty Inc | 21.7K | $11.33M | 11.1% | −1.5K | Reduced |
| 6 | Fiserv Inc | 190.0K | $10.60M | 10.4% | 0 | Held |
| 7 | Brown & Brown Inc | 116.4K | $7.59M | 7.4% | +116.4K | New |