Courant Investment Management LLC
Follow13F filer, CIK 1695426, FRANKLIN, TN
Courant Investment Management LLC reported $118,162,523 across 8 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-21.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-000810
- Period
- 2024-12-31
- Reported value
- $118M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ULTAadded | +3,173 | $1.38M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| JPMreduced | -14,695 | -$3.52M |
| BFHexited | -62,000 | -$2.95M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001398344-25-000810, largest first. % of portfolio is the value over $118,162,523, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| PGRPROGRESSIVE CORP | 116,170 | $27.8M | 23.56% | 0 | Timeline | ||
| JPMJPMORGAN CHASE & CO | 94,897 | $22.7M | 19.25% | -14,695 | Timeline | ||
| KMXCARMAX INC | 247,520 | $20.2M | 17.13% | 0 | Timeline | ||
| SCHWCHARLES SCHWAB CORP (THE) | 198,499 | $14.7M | 12.43% | 0 | Timeline | ||
| LOWLOWES COS INC | 50,000 | $12.3M | 10.44% | 0 | Timeline | ||
| ULTAULTA BEAUTY INC | 26,173 | $11.4M | 9.63% | +3,173 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 10 | $6.81M | 5.76% | 0 | Timeline | ||
| DEDEERE & CO | 5,000 | $2.12M | 1.79% | 0 | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BFHBREAD FINANCIAL HOLDINGS INC | 62,000 | $2.95M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-25-000810 | base | 2025-01-21 | acceptance time not in the bulk data set |