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CIM

Courant Investment Management Portfolio holdings

AUM $103M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
+17.39%
1 Year Est. Return
-14.55%
3 Year Est. Return
+33.53%
5 Year Est. Return
+34.8%
10 Year Est. Return
–
AUM
$120M
AUM Growth
+$17.4M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 69.78%
2 Consumer Discretionary 28.51%
3 Industrials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$123B
$26.3M 21.86%
127,126
– –
JPM icon
2
JPMorgan Chase
JPM
$935B
$23M 19.08%
114,592
– –
KMX icon
3
CarMax
KMX
$8.13B
$21.6M 17.93%
247,520
– –
SCHW
4
Charles Schwab
SCHW
$183B
$14.4M 11.94%
198,499
– –
LOW icon
5
Lowe's Companies
LOW
$117B
$12.7M 10.59%
50,000
– –
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.1T
$11.3M 9.39%
26,872
– –
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.1T
$6.34M 5.27%
10
– –
BFH icon
8
Bread Financial
BFH
$4.36B
$2.68M 2.23%
72,000
– –
DE icon
9
Deere & Co
DE
$160B
$2.05M 1.71%
5,000
– –

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Courant Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, Courant Investment Management held 9 positions worth $120M, up 17% from $103M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2024: portfolio turnover was 0%. Courant Investment Management opened no new positions and made no exits, leaving the 9-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 70% of assets, up from 69% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Courant Investment Management's ten largest holdings make up 100% of its $120M portfolio in Q1 2024.
  • Courant Investment Management opened 0 new positions and closed 0 in Q1 2024.
  • Courant Investment Management's portfolio value rose 17% quarter-over-quarter to $120M.

Based on Courant Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.