CIM

Courant Investment Management Portfolio holdings

AUM $124M
1-Year Est. Return 25.89%
This Quarter Est. Return
1 Year Est. Return
+25.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$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 Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$132B
$32.9M 27.54%
116,170
JPM icon
2
JPMorgan Chase
JPM
$810B
$23.3M 19.5%
94,897
KMX icon
3
CarMax
KMX
$6.3B
$19.3M 16.16%
247,520
SCHW icon
4
Charles Schwab
SCHW
$171B
$15.5M 13.02%
198,499
LOW icon
5
Lowe's Companies
LOW
$137B
$11.7M 9.77%
50,000
ULTA icon
6
Ulta Beauty
ULTA
$23.9B
$9.59M 8.04%
26,173
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.06T
$4.79M 4.01%
6
-4
DE icon
8
Deere & Co
DE
$124B
$2.35M 1.97%
5,000