We are live on ! Find out more
CIM

Courant Investment Management Portfolio holdings

AUM $103M
1-Year Est. Return 14.55%
This Fund
S&P 500
This Quarter Est. Return
-10.52%
1 Year Est. Return
-14.55%
3 Year Est. Return
+33.53%
5 Year Est. Return
+34.8%
10 Year Est. Return
–
AUM
$102M
AUM Growth
-$8.19M
Cap. Flow
+$3.49M
Cap. Flow %
3.41%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
BRO icon
Brown & Brown
BRO
+$8.39M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$3.95M
2
ULTA icon
Ulta Beauty
ULTA
+$954K

Sector Composition

Rank Sector Weight
1 Financials 67.05%
2 Consumer Discretionary 22.6%
3 Technology 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$124B
$23M 22.49%
116,170
– –
JPM icon
2
JPMorgan Chase
JPM
$933B
$20.8M 20.31%
70,697
-13,000
-16% -$3.95M
SCHW
3
Charles Schwab
SCHW
$181B
$17.2M 16.84%
183,499
– –
LOW icon
4
Lowe's Companies
LOW
$118B
$11.8M 11.54%
50,000
– –
ULTA icon
5
Ulta Beauty
ULTA
$22.2B
$11.3M 11.06%
21,673
-1,500
-6% -$954K
FISV
6
Fiserv Inc
FISV
$28.8B
$10.6M 10.35%
190,000
– –
BRO icon
7
Brown & Brown
BRO
$23.7B
$7.59M 7.41%
+116,397
New +$8.39M

Similar funds

ABLA
Alan B. Lancz & Associates Toledo, Ohio $103M AUM 31.99% 1-Year Est. Return
GWL
Generations Wealth LLC Mason, Ohio $103M AUM
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
EFT
Envision Financial Transparency Greensboro, North Carolina $103M AUM
CC
Caspian Capital New York $103M AUM
SAM
SVRN Asset Management Austin, Texas $103M AUM
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return

Courant Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Courant Investment Management held 7 positions worth $102M, down 7.4% from $111M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Courant Investment Management deployed $3.49M of net new capital in Q1 2026, opening 1 new position. Its largest new stake was Brown & Brown: 116,397 shares worth $7.59M.

By sector, the portfolio is most concentrated in Financials at 67% of assets, up from 65% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was JPMorgan Chase, an estimated $3.95M trimmed.

  • Courant Investment Management's largest Q1 2026 buy was Brown & Brown: 116,397 shares worth $7.59M.
  • Courant Investment Management's biggest Q1 2026 reduction was JPMorgan Chase, cutting an estimated $3.95M.
  • Courant Investment Management's ten largest holdings make up 100% of its $102M portfolio in Q1 2026.
  • Courant Investment Management opened 1 new position and closed 0 in Q1 2026.
  • Courant Investment Management's portfolio value fell 7.4% quarter-over-quarter to $102M.

Based on Courant Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.