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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
+5.36%
1 Year Est. Return
-14.55%
3 Year Est. Return
+33.53%
5 Year Est. Return
+34.8%
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$4.14M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 65.58%
2 Consumer Discretionary 32.36%
3 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$128B
$31M 25.1%
116,170
– –
JPM icon
2
JPMorgan Chase
JPM
$915B
$27.5M 22.27%
94,897
– –
SCHW
3
Charles Schwab
SCHW
$182B
$18.1M 14.66%
198,499
– –
KMX icon
4
CarMax
KMX
$8.39B
$16.6M 13.47%
247,520
– –
ULTA icon
5
Ulta Beauty
ULTA
$21.8B
$12.2M 9.91%
26,173
– –
LOW icon
6
Lowe's Companies
LOW
$121B
$11.1M 8.98%
50,000
– –
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.09T
$4.37M 3.54%
6
– –
DE icon
8
Deere & Co
DE
$165B
$2.54M 2.06%
5,000
– –

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Courant Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Courant Investment Management held 8 positions worth $124M, up 3.5% from $119M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 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 66% of assets, up from 64% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Courant Investment Management's ten largest holdings make up 100% of its $124M portfolio in Q2 2025.
  • Courant Investment Management opened 0 new positions and closed 0 in Q2 2025.
  • Courant Investment Management's portfolio value rose 3.5% quarter-over-quarter to $124M.

Based on Courant Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.