CIM
Courant Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
+9.89%
1 Year Return
+25.89%
3 Year Return
+80.29%
5 Year Return
+179.27%
10 Year Return
–
AUM
$92.5M
AUM Growth
+$92.5M
(+2.3%)
Cap. Flow
-$4.88M
Cap. Flow
% of AUM
-5.27%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
–
Reduced
1
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Mohawk Industries
MHK
|
$3.19M |
| 2 |
Progressive
PGR
|
$1.68M |
Sector Composition
| 1 | Financials | 75.17% |
| 2 | Consumer Discretionary | 24.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Progressive
PGR
$145B
| $25M | 27.06% |
189,126
-12,700
| -6% | -$1.68M |
|
2
CarMax
KMX
$9.21B
| $20.7M | 22.39% |
247,520
| – | – |
|
3
JPMorgan Chase
JPM
$829B
| $16.7M | 18.01% |
114,592
| – | – |
|
4
Charles Schwab
SCHW
$174B
| $11.3M | 12.16% |
198,499
| – | – |
|
5
Berkshire Hathaway Class B
BRK.B
$1.09T
| $9.16M | 9.9% |
26,872
| – | – |
|
|
6
Berkshire Hathaway Class A
BRK.A
$1.09T
| $5.18M | 5.6% |
10
| – | – |
|
7
Bread Financial
BFH
$3.09B
| $2.26M | 2.44% |
72,000
| – | – |
|
8
Lowe's Companies
LOW
$145B
| $2.26M | 2.44% |
10,000
| – | – |
|
|
9
Mohawk Industries
MHK
$8.24B
| – | – |
-31,875
| Closed | -$3.19M |
|