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13F holdings · Q3 2026

Courant Investment Management

Franklin, TN · files as Courant Investment Management LLC
Holdings as of Sep 30, 2026Filed Oct 15, 2026Next filing due Feb 15, 2027CIK 1695426

Courant Investment Management reported 7 stocks worth $87.2M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are PGR (27.6%), SCHW (20.6%) and ULTA (13.6%). Compared with Q2 2026, the fund trimmed JPM.

Reported value$87.2M−15.3% vs last quarter
Stocks held70 new · 0 sold out
Top 5 weight82.1%very concentrated
Turnover17%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PGR
Progressive Corp
$24.1M27.6%116KNo change8 of 8
2
SCHW
Schwab Charles Corp
$17.9M20.6%183KNo change8 of 8
3
ULTA
Ulta Beauty Inc
$11.8M13.6%22KNo change8 of 8
4
LOW
Lowes Cos Inc
$9.2M10.6%50KNo change8 of 8
5
FISV
Fiserv Inc
$8.6M9.8%190KNo change5 of 8
6
JPM
Jpmorgan Chase & Co.
$8.5M9.7%26K−45K (−64%)8 of 8
7
BRO
Brown & Brown Inc
$7.1M8.1%116KNo change3 of 8

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$118MQ4 '24
$119MQ1 '25
$124MQ2 '25
$127MQ3 '25
$111MQ4 '25
$102MQ1 '26
$103MQ2 '26
$87.2MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 15, 202613F-HRQ3 2026SEC filing ↗

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Courant Investment Management 13F FAQ

What does Courant Investment Management own?

Courant Investment Management reported 7 stocks worth $87.2M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are PGR (27.6%), SCHW (20.6%) and ULTA (13.6%). The table above lists every position in the filing (the top 10 without an account).

What did Courant Investment Management buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 0 added to, 1 trimmed and 0 sold out.

When will Courant Investment Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Courant Investment Management's portfolio worth?

The Q3 2026 filing reports $87.2M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.