CIM
Courant Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
+12.1%
1 Year Return
+25.89%
3 Year Return
+80.29%
5 Year Return
+179.27%
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+14%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Lowe's Companies
LOW
|
$8.9M |
| 2 |
Deere & Co
DE
|
$2M |
Top Sells
| 1 |
Progressive
PGR
|
$9.88M |
Sector Composition
| 1 | Financials | 68.78% |
| 2 | Consumer Discretionary | 29.27% |
| 3 | Industrials | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Progressive
PGR
$145B
| $20.2M | 19.68% |
127,126
-62,000
| -33% | -$9.88M |
|
2
JPMorgan Chase
JPM
$829B
| $19.5M | 18.94% |
114,592
| – | – |
|
3
CarMax
KMX
$9.21B
| $19M | 18.46% |
247,520
| – | – |
|
4
Charles Schwab
SCHW
$174B
| $13.7M | 13.27% |
198,499
| – | – |
|
|
5
Lowe's Companies
LOW
$145B
| $11.1M | 10.81% |
50,000
+40,000
| +400% | +$8.9M |
|
6
Berkshire Hathaway Class B
BRK.B
$1.09T
| $9.58M | 9.31% |
26,872
| – | – |
|
|
7
Berkshire Hathaway Class A
BRK.A
$1.09T
| $5.43M | 5.27% |
10
| – | – |
|
8
Bread Financial
BFH
$3.09B
| $2.37M | 2.3% |
72,000
| – | – |
|
|
9
Deere & Co
DE
$129B
| $2M | 1.94% |
+5,000
| New | +$2M |
|