CIM
Courant Investment Management Portfolio holdings
AUM
$124M
This Quarter Return
+4.54%
1 Year Return
+25.89%
3 Year Return
+80.29%
5 Year Return
+179.27%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+1%)
Cap. Flow
-$3.19M
Cap. Flow
% of AUM
-2.68%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.19M |
Sector Composition
| 1 | Financials | 64.07% |
| 2 | Consumer Discretionary | 33.96% |
| 3 | Industrials | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$145B
| $32.9M | 27.54% |
116,170
| – | – |
|
2
JPMorgan Chase
JPM
$829B
| $23.3M | 19.5% |
94,897
| – | – |
|
3
CarMax
KMX
$9.21B
| $19.3M | 16.16% |
247,520
| – | – |
|
4
Charles Schwab
SCHW
$174B
| $15.5M | 13.02% |
198,499
| – | – |
|
5
Lowe's Companies
LOW
$145B
| $11.7M | 9.77% |
50,000
| – | – |
|
6
Ulta Beauty
ULTA
$22.1B
| $9.59M | 8.04% |
26,173
| – | – |
|
|
7
Berkshire Hathaway Class A
BRK.A
$1.09T
| $4.79M | 4.01% |
6
-4
| -40% | -$3.19M |
|
8
Deere & Co
DE
$129B
| $2.35M | 1.97% |
5,000
| – | – |
|