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CIM

Courant Investment Management Portfolio holdings

AUM $103M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
+1.52%
1 Year Est. Return
-14.55%
3 Year Est. Return
+33.53%
5 Year Est. Return
+34.8%
10 Year Est. Return
–
AUM
$103M
AUM Growth
+$629K
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
7
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 70.77%
2 Consumer Discretionary 20.19%
3 Technology 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$124B
$25.4M 24.63%
116,170
– –
JPM icon
2
JPMorgan Chase
JPM
$939B
$23.1M 22.46%
70,697
– –
SCHW
3
Charles Schwab
SCHW
$177B
$16.9M 16.43%
183,499
– –
LOW icon
4
Lowe's Companies
LOW
$116B
$11M 10.7%
50,000
– –
ULTA icon
5
Ulta Beauty
ULTA
$20.4B
$9.77M 9.49%
21,673
– –
FISV
6
Fiserv Inc
FISV
$27.2B
$9.32M 9.05%
190,000
– –
BRO icon
7
Brown & Brown
BRO
$22.9B
$7.47M 7.25%
116,397
– –

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Courant Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Courant Investment Management held 7 positions worth $103M, up 0.61% from $102M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Courant Investment Management opened no new positions and made no exits, leaving the 7-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 71% of assets, up from 67% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Courant Investment Management's ten largest holdings make up 100% of its $103M portfolio in Q2 2026.
  • Courant Investment Management opened 0 new positions and closed 0 in Q2 2026.
  • Courant Investment Management's portfolio value rose 0.61% quarter-over-quarter to $103M.

Based on Courant Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.