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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
+4.54%
1 Year Est. Return
-14.55%
3 Year Est. Return
+33.53%
5 Year Est. Return
+34.8%
10 Year Est. Return
–
AUM
$119M
AUM Growth
+$1.21M
Cap. Flow
-$2.92M
Cap. Flow %
-2.44%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.92M

Sector Composition

Rank Sector Weight
1 Financials 64.07%
2 Consumer Discretionary 33.96%
3 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$123B
$32.9M 27.54%
116,170
– –
JPM icon
2
JPMorgan Chase
JPM
$935B
$23.3M 19.5%
94,897
– –
KMX icon
3
CarMax
KMX
$8.13B
$19.3M 16.16%
247,520
– –
SCHW
4
Charles Schwab
SCHW
$183B
$15.5M 13.02%
198,499
– –
LOW icon
5
Lowe's Companies
LOW
$117B
$11.7M 9.77%
50,000
– –
ULTA icon
6
Ulta Beauty
ULTA
$22B
$9.59M 8.04%
26,173
– –
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.1T
$4.79M 4.01%
6
-4
-40% -$2.92M
DE icon
8
Deere & Co
DE
$160B
$2.35M 1.97%
5,000
– –

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EFT
Envision Financial Transparency Greensboro, North Carolina $103M AUM
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Courant Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Courant Investment Management held 8 positions worth $119M, up 1% from $118M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 0%. Courant Investment Management opened no new positions and made no exits, leaving the 8-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 64% of assets, up from 61% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Courant Investment Management's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $2.92M.
  • Courant Investment Management's ten largest holdings make up 100% of its $119M portfolio in Q1 2025.
  • Courant Investment Management opened 0 new positions and closed 0 in Q1 2025.
  • Courant Investment Management's portfolio value rose 1% quarter-over-quarter to $119M.

Based on Courant Investment Management's 13F filing for Q1 2025, filed 22 Apr 2025.