CIM
Courant Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
+5.36%
1 Year Return
+25.89%
3 Year Return
+80.29%
5 Year Return
+179.27%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+3.5%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 65.58% |
| 2 | Consumer Discretionary | 32.36% |
| 3 | Industrials | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$144B
| $31M | 25.1% |
116,170
| – | – |
|
2
JPMorgan Chase
JPM
$818B
| $27.5M | 22.27% |
94,897
| – | – |
|
3
Charles Schwab
SCHW
$173B
| $18.1M | 14.66% |
198,499
| – | – |
|
4
CarMax
KMX
$9.12B
| $16.6M | 13.47% |
247,520
| – | – |
|
5
Ulta Beauty
ULTA
$24B
| $12.2M | 9.91% |
26,173
| – | – |
|
6
Lowe's Companies
LOW
$146B
| $11.1M | 8.98% |
50,000
| – | – |
|
7
Berkshire Hathaway Class A
BRK.A
$1.08T
| $4.37M | 3.54% |
6
| – | – |
|
8
Deere & Co
DE
$127B
| $2.54M | 2.06% |
5,000
| – | – |
|