CIM

Courant Investment Management Portfolio holdings

AUM $124M
1-Year Est. Return 25.89%
This Quarter Est. Return
1 Year Est. Return
+25.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$3.81M
3
+$1.87M
4
LKQ icon
LKQ Corp
LKQ
+$641K

Top Sells

1
+$9.63M
2
+$4.88M
3
+$4.62M
4
ULTA icon
Ulta Beauty
ULTA
+$1.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$161K

Sector Composition

1 Financials 45.56%
2 Consumer Discretionary 28.88%
3 Industrials 16.94%
4 Technology 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 17.26%
116,505
-790
2
$17.2M 12.51%
176,592
-50,000
3
$14.4M 10.45%
229,565
4
$12.7M 9.24%
274,045
5
$12.1M 8.78%
+103,500
6
$10.8M 7.84%
90,216
7
$10.6M 7.69%
76,686
-33,400
8
$8.08M 5.86%
508,231
9
$7.89M 5.73%
190,000
+45,000
10
$7.82M 5.67%
329,559
+27,000
11
$5.47M 3.97%
436,512
12
$3.81M 2.77%
+85,000
13
$3.06M 2.22%
10
14
– –
-5,000
15
– –
-183,125