CIM
Courant Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
-1.4%
1 Year Return
+25.89%
3 Year Return
+80.29%
5 Year Return
+179.27%
10 Year Return
–
AUM
$90.6M
AUM Growth
+$90.6M
(-2%)
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 | 78.39% |
| 2 | Consumer Discretionary | 21.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$145B
| $26.3M | 29.07% |
189,126
| – | – |
|
2
CarMax
KMX
$9.21B
| $17.5M | 19.32% |
247,520
| – | – |
|
3
JPMorgan Chase
JPM
$829B
| $16.6M | 18.33% |
114,592
| – | – |
|
4
Charles Schwab
SCHW
$174B
| $10.9M | 12.02% |
198,499
| – | – |
|
5
Berkshire Hathaway Class B
BRK.B
$1.09T
| $9.41M | 10.39% |
26,872
| – | – |
|
|
6
Berkshire Hathaway Class A
BRK.A
$1.09T
| $5.31M | 5.86% |
10
| – | – |
|
7
Bread Financial
BFH
$3.09B
| $2.46M | 2.72% |
72,000
| – | – |
|
8
Lowe's Companies
LOW
$145B
| $2.08M | 2.29% |
10,000
| – | – |
|