Filed: 7/14/2026ACC: 0001398344-26-012134
📋 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 $103.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$103.03M
Total AUM (reported)
748.44K
Total Shares
Allocation by class
COM$103.03M100.0%
Portfolio Concentration
Top 3$65.45M63.5%
4–10$37.58M36.5%
Top 3 weight
63.5%
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
SOLEShares116.17K
TypeSH
Market value$25.38M
24.63%
Sole
116.17K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares70.70K
TypeSH
Market value$23.14M
22.46%
Sole
70.70K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares183.50K
TypeSH
Market value$16.93M
16.43%
Sole
183.50K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares50K
TypeSH
Market value$11.02M
10.70%
Sole
50K
Shared
0.00
None
0.00
ULTA BEAUTY INC
SOLEShares21.67K
TypeSH
Market value$9.77M
9.49%
Sole
21.67K
Shared
0.00
None
0.00
FISERV INC
SOLEShares190K
TypeSH
Market value$9.32M
9.04%
Sole
190K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares116.40K
TypeSH
Market value$7.47M
7.25%
Sole
116.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROGRESSIVE CORPSOLE | COM | 116.17K | SH | $25.38M 24.63% | 116.17K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 70.70K | SH | $23.14M 22.46% | 70.70K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 183.50K | SH | $16.93M 16.43% | 183.50K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 50K | SH | $11.02M 10.70% | 50K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 21.67K | SH | $9.77M 9.49% | 21.67K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 190K | SH | $9.32M 9.04% | 190K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 116.40K | SH | $7.47M 7.25% | 116.40K | 0.00 | 0.00 |