Filed: 7/28/2025ACC: 0001398344-25-013834
📋 What this filing means
COURANT INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $123.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$123.51M
Total AUM (reported)
738.26K
Total Shares
Allocation by class
COM$119.14M96.5%
CL A$4.37M3.5%
Portfolio Concentration
Top 3$76.62M62.0%
4–10$46.89M38.0%
Top 3 weight
62.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 738.26K
Sole
Full voting authority
738.26K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
PROGRESSIVE CORP
SOLEShares116.17K
TypeSH
Market value$31.00M
25.10%
Sole
116.17K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO.
SOLEShares94.90K
TypeSH
Market value$27.51M
22.27%
Sole
94.90K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares198.50K
TypeSH
Market value$18.11M
14.66%
Sole
198.50K
Shared
0.00
None
0.00
CARMAX INC
SOLEShares247.52K
TypeSH
Market value$16.64M
13.47%
Sole
247.52K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares26.17K
TypeSH
Market value$12.24M
9.91%
Sole
26.17K
Shared
0.00
None
0.00
LOWES COMPANIES INC
SOLEShares50K
TypeSH
Market value$11.09M
8.98%
Sole
50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares6.00
TypeSH
Market value$4.37M
3.54%
Sole
6.00
Shared
0.00
None
0.00
DEERE & CO
SOLEShares5K
TypeSH
Market value$2.54M
2.06%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 116.17K | SH | $31.00M 25.10% | 116.17K | 0.00 | 0.00 |
JPMORGAN CHASE &CO.SOLE | COM | 94.90K | SH | $27.51M 22.27% | 94.90K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 198.50K | SH | $18.11M 14.66% | 198.50K | 0.00 | 0.00 |
CARMAX INCSOLE | COM | 247.52K | SH | $16.64M 13.47% | 247.52K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 26.17K | SH | $12.24M 9.91% | 26.17K | 0.00 | 0.00 |
LOWES COMPANIES INCSOLE | COM | 50K | SH | $11.09M 8.98% | 50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CL A | 6.00 | SH | $4.37M 3.54% | 6.00 | 0.00 | 0.00 |
DEERE & COSOLE | COM | 5K | SH | $2.54M 2.06% | 5K | 0.00 | 0.00 |