CIM
Courant Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
+17.39%
1 Year Return
+25.89%
3 Year Return
+80.29%
5 Year Return
+179.27%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+17%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 69.78% |
| 2 | Consumer Discretionary | 28.51% |
| 3 | Industrials | 1.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$145B
| $26.3M | 21.86% |
127,126
| – | – |
|
2
JPMorgan Chase
JPM
$829B
| $23M | 19.08% |
114,592
| – | – |
|
3
CarMax
KMX
$9.21B
| $21.6M | 17.93% |
247,520
| – | – |
|
4
Charles Schwab
SCHW
$174B
| $14.4M | 11.94% |
198,499
| – | – |
|
5
Lowe's Companies
LOW
$145B
| $12.7M | 10.59% |
50,000
| – | – |
|
6
Berkshire Hathaway Class B
BRK.B
$1.09T
| $11.3M | 9.39% |
26,872
| – | – |
|
|
7
Berkshire Hathaway Class A
BRK.A
$1.09T
| $6.34M | 5.27% |
10
| – | – |
|
8
Bread Financial
BFH
$3.09B
| $2.68M | 2.23% |
72,000
| – | – |
|
9
Deere & Co
DE
$129B
| $2.05M | 1.71% |
5,000
| – | – |
|