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The Analysis of Courant Investment Management LLC's Holdings & P&L
Currently, Courant Investment Management LLC holds 7 types of securities in its portfolio with a total value $102.4M. In the most recent quarter, they have increased their positions in BRO (+116.4K shares, valued at $7.6M); decreased their positions in JPM (-13.0K shares, valued at $3.8M), ULTA (-1.5K shares, valued at $784.1K); initiated new positions in BRO (+116.4K shares, valued at $7.6M).
1M P&L
-4.6M-4.87%
3M P&L
-9.8M-9.84%
HY P&L
-5.6M-5.87%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Insurance - Property & Casualty23.0M
22.5%
2Banks - Diversified20.8M
20.3%
3Capital Markets17.2M
16.8%
Top Industries by Stock Count
1Insurance Brokers1 stocks
14.3%
2N/A1 stocks
14.3%
3Banks - Diversified1 stocks
14.3%
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Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
PGR
0.00%PROGRESSIVE CORP COM
Shares116.2K
Event2026-03-31
Filed2026-04-20
JPM
-15.53%JPMORGAN CHASE &CO. COM
Shares70.7K
Event2026-03-31
Filed2026-04-20
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares183.5K
Event2026-03-31
Filed2026-04-20
LOW
0.00%LOWES COMPANIES INC COM USD0.50
Shares50.0K
Event2026-03-31
Filed2026-04-20
ULTA
-6.47%ULTA BEAUTY INC COM
Shares21.7K
Event2026-03-31
Filed2026-04-20
FI
0.00%FISERV INC COM STK USD0.01
Shares190.0K
Event2026-03-31
Filed2026-04-20
BRO
NewBROWN & BROWN INC
Shares116.4K
Event2026-03-31
Filed2026-04-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available