Courant Investment Management LLC holds a concentrated book of 7 stocks worth $103.0M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). Their largest long position is Progressive Corp at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Courant Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hardin Capital Partners, LLC | 2 / 7 | $95.1M |
| S&G Foundation | 3 / 7 | $876.6M |
| Ironsides Asset Advisors, LLC | 2 / 7 | $99.9M |
| McDonald Capital Investors Inc | 2 / 7 | $257.3M |
| Van Cleef Asset Management,Inc | 3 / 7 | $183.1M |
| Timucuan Asset Management Inc | 2 / 7 | $458.4M |
| Paralel Advisors LLC | 3 / 7 | $407.7M |
| Central Securities Corp | 3 / 7 | $197.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Courant Investment Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp COM | $25.4M | 116.2K | 24.6% | —Held | |
| 2 | JPMorgan Chase & Co COM | $23.1M | 70.7K | 22.5% | —Held | |
| 3 | Schwab Charles Corp COM | $16.9M | 183.5K | 16.4% | —Held | |
| 4 | Lowes Cos Inc COM | $11.0M | 50.0K | 10.7% | —Held | |
| 5 | Ulta Beauty Inc COM | $9.8M | 21.7K | 9.5% | —Held | |
| 6 | Fiserv Inc COM | $9.3M | 190.0K | 9.0% | —Held | |
| 7 | Brown & Brown Inc COM | $7.5M | 116.4K | 7.2% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1695426/holdings"
Use Arkolith to show Courant Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 7 | $103.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 7 | $102.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 22d | 6 | $110.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 7 | $126.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 8 | $123.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 8 | $119.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 8 | $118.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 9 | $119.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.