13F HOLDINGS REPORT
Courant Investment Management LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001398344-25-020034
Total Value
$126.5M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | VYLD | 94,897 | $29.9M | 23.66% |
| 2 | PROGRESSIVE CORP | 743315103 | 116,170 | $28.7M | 22.68% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 198,499 | $19.0M | 14.98% |
| 4 | ULTA BEAUTY INC | ULTA | 26,173 | $14.3M | 11.31% |
| 5 | LOWES COS INC | 548661107 | 50,000 | $12.6M | 9.93% |
| 6 | CARMAX INC | KMX | 247,520 | $11.1M | 8.78% |
| 7 | FISERV INC | FISV | 85,000 | $11.0M | 8.66% |