COURANT INVESTMENT MANAGEMENT LLC

PrivateCIK: 1695426
Location

FRANKLIN, TN

7
Positions
$103.03M
Total AUM (reported)
748.44K
Total Shares

Allocation by class

TOTAL AUM$103.03M7 positions
COM$103.03M100.0%

Portfolio Concentration

Top 363.5%4–1036.5%TOP 10100.0%0%100%
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

SOLE
COM
Shares116.17K
TypeSH
Market value$25.38M
24.63%
Sole
116.17K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares70.70K
TypeSH
Market value$23.14M
22.46%
Sole
70.70K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares183.50K
TypeSH
Market value$16.93M
16.43%
Sole
183.50K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares50K
TypeSH
Market value$11.02M
10.70%
Sole
50K
Shared
0.00
None
0.00

ULTA BEAUTY INC

SOLE
COM
Shares21.67K
TypeSH
Market value$9.77M
9.49%
Sole
21.67K
Shared
0.00
None
0.00

FISERV INC

SOLE
COM
Shares190K
TypeSH
Market value$9.32M
9.04%
Sole
190K
Shared
0.00
None
0.00

BROWN & BROWN INC

SOLE
COM
Shares116.40K
TypeSH
Market value$7.47M
7.25%
Sole
116.40K
Shared
0.00
None
0.00