CIM
Courant Investment Management Portfolio holdings
AUM
$127M
1-Year Est. Return
13.86%
1 Year Est. Return
+13.86%
AUM
$124M
AUM Growth
+$4.14M
(+3.5%)
Holding
8
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$127B
| $31M | 25.1% |
116,170
|
|
||
2
JPMorgan Chase
JPM
$855B
| $27.5M | 22.27% |
94,897
|
|
||
3
Charles Schwab
SCHW
$173B
| $18.1M | 14.66% |
198,499
|
|
||
4
CarMax
KMX
$4.75B
| $16.6M | 13.47% |
247,520
|
|
||
5
Ulta Beauty
ULTA
$23.2B
| $12.2M | 9.91% |
26,173
|
|
||
6
Lowe's Companies
LOW
$131B
| $11.1M | 8.98% |
50,000
|
|
||
7
Berkshire Hathaway Class A
BRK.A
$1.08T
| $4.37M | 3.54% |
6
|
|
||
8
Deere & Co
DE
$126B
| $2.54M | 2.06% |
5,000
|
|