Filed: 4/20/2026ACC: 0001398344-26-006689
📋 What this filing means
COURANT INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $102.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$102.41M
Total AUM (reported)
748.44K
Total Shares
Allocation by class
COM$102.41M100.0%
Portfolio Concentration
Top 3$61.07M59.6%
4–10$41.33M40.4%
Top 3 weight
59.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 748.44K
Sole
Full voting authority
748.44K
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)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
PROGRESSIVE CORP COM
SOLEShares116.17K
TypeSH
Market value$23.03M
22.49%
Sole
116.17K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO. COM
SOLEShares70.70K
TypeSH
Market value$20.80M
20.31%
Sole
70.70K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP COM
SOLEShares183.50K
TypeSH
Market value$17.25M
16.84%
Sole
183.50K
Shared
0.00
None
0.00
LOWES COMPANIES INC COM USD0.50
SOLEShares50K
TypeSH
Market value$11.81M
11.54%
Sole
50K
Shared
0.00
None
0.00
ULTA BEAUTY INC COM
SOLEShares21.67K
TypeSH
Market value$11.33M
11.06%
Sole
21.67K
Shared
0.00
None
0.00
FISERV INC COM STK USD0.01
SOLEShares190K
TypeSH
Market value$10.60M
10.35%
Sole
190K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares116.40K
TypeSH
Market value$7.59M
7.41%
Sole
116.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORP COMSOLE | COM | 116.17K | SH | $23.03M 22.49% | 116.17K | 0.00 | 0.00 |
JPMORGAN CHASE &CO. COMSOLE | COM | 70.70K | SH | $20.80M 20.31% | 70.70K | 0.00 | 0.00 |
SCHWAB CHARLES CORP COMSOLE | COM | 183.50K | SH | $17.25M 16.84% | 183.50K | 0.00 | 0.00 |
LOWES COMPANIES INC COM USD0.50SOLE | COM | 50K | SH | $11.81M 11.54% | 50K | 0.00 | 0.00 |
ULTA BEAUTY INC COMSOLE | COM | 21.67K | SH | $11.33M 11.06% | 21.67K | 0.00 | 0.00 |
FISERV INC COM STK USD0.01SOLE | COM | 190K | SH | $10.60M 10.35% | 190K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 116.40K | SH | $7.59M 7.41% | 116.40K | 0.00 | 0.00 |