DOSSIER · 13F-HR · Q2 2026

Courant Investment Management LLC

$103M in tracked AUM across 7 positions as of Q2 2026.

CI
CIK 0001695426 · last filed Jun 30, 2026
Total AUM
$103M
as of Q2 2026
Holdings
7
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Courant Investment Management LLC has reported a significant expansion in its portfolio activity for the period ending December 31, 2025. The total assets under management (AUM) surged by 150.0%, growing from $44.24 million in the previous quarter to $110.60 million. This substantial capital infusion coincides with a dramatic restructuring of the portfolio's composition. The firm has shifted from a previously undisclosed set of holdings to a highly concentrated portfo...

Key Holdings

The portfolio is dominated by large-cap, established industry leaders, with a particular heavy weighting in financial services. The largest position is JPMorgan Chase & Co (JPM), representing 24.38% of the portfolio ($26.97M). Despite being the largest holding, it was one of only two positions to see a reduction this quarter, suggesting the manager may be taking profits or rebalancing after a significant price run-up.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PGR
PROGRESSIVE CORP
$25M116K24.6%
02
JPM
JPMORGAN CHASE & CO
$23M71K22.5%
03
SCHW
SCHWAB CHARLES CORP
$17M183K16.4%
04
LOW
LOWES COS INC
$11M50K10.7%
05
ULTA
ULTA BEAUTY INC
$10M22K9.5%
06
FISV
FISERV INC
$9M190K9.0%
07
BRO
BROWN & BROWN INC
$7M116K7.2%

Filing history

2026Q2Jun 30
$103M 0.6%
7 positionsView →
2026Q1Mar 31
$102M 7.4%
7 positionsView →
2025Q4Dec 31
$111M 150.0%
6 positionsView →
2025Q3Sep 30
$44M 64.2%
2 positionsView →
2025Q2Jun 30
$124M 275.7%
8 positionsLocked
2025Q1Mar 31
$33M 72.2%
2 positionsLocked
2024Q4Dec 31
$118M 0.7%
8 positionsLocked
2024Q3Sep 30
$119M 11.7%
9 positionsLocked
2024Q2Jun 30
$107M 11.4%
9 positionsLocked
2024Q1Mar 31
$120M 16.9%
9 positionsLocked
2023Q4Dec 31
$103M 13.5%
9 positionsLocked
2023Q3Sep 30
$91M 2.0%
8 positionsLocked
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