Courant Investment Management LLC
Claude Leveille Franklin, TN 20 13Fs · since 2021 Q3
- AUM $103M
- positions 7
- period 2026 Q2
- QoQ +1.0%
- top 5 83.7%
- PROGRESSIVE CORP - PGR 24.6%
- JPMORGAN CHASE & CO - JPM 22.5%
- SCHWAB CHARLES CORP - SCHW 16.4%
- LOWES COS INC - LOW 10.7%
- ULTA BEAUTY INC - ULTA 9.5%
- FISERV INC - FISV 9.0%
- BROWN & BROWN INC - BRO 7.3%
AUM over time
Holdings value
Latest book
| PROGRESSIVE CORP - PGR | 24.63% | 116,170 | $218.45 | $25M | — | — | |
| JPMORGAN CHASE & CO - JPM | 22.46% | 70,697 | $327.33 | $23M | — | — | |
| SCHWAB CHARLES CORP - SCHW | 16.43% | 183,499 | $92.27 | $17M | — | — | |
| LOWES COS INC - LOW | 10.70% | 50,000 | $220.49 | $11M | — | — | |
| ULTA BEAUTY INC - ULTA | 9.49% | 21,673 | $450.98 | $10M | — | — | |
| FISERV INC - FISV | 9.04% | 190,000 | $49.05 | $9M | — | — | |
| BROWN & BROWN INC - BRO | 7.25% | 116,397 | $64.15 | $7M | — | — |
* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.
filings history
20 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 7 | $103M | +1.0% | 13F-HR | 7/14/2026 | 000139834426012134 |
| 2026 Q1 | 7 | $102M | −8.1% | 13F-HR | 4/20/2026 | 000139834426006689 |
| 2025 Q4 | 6 | $111M | −12.6% | 13F-HR | 1/22/2026 | 000139834426001029 |
| 2025 Q3 | 7 | $127M | +2.4% | 13F-HR | 10/30/2025 | 000139834425020034 |
| 2025 Q2 | 8 | $124M | +4.2% | 13F-HR | 7/28/2025 | 000139834425013834 |
| 2025 Q1 | 8 | $119M | +0.8% | 13F-HR | 4/22/2025 | 000139834425007420 |
| 2024 Q4 | 8 | $118M | −0.8% | 13F-HR | 1/21/2025 | 000139834425000810 |
| 2024 Q3 | 9 | $119M | +11.2% | 13F-HR | 10/21/2024 | 000139834424019094 |
| 2024 Q2 | 9 | $107M | −10.8% | 13F-HR | 7/17/2024 | 000139834424012747 |
| 2024 Q1 | 9 | $120M | +16.5% | 13F-HR | 4/22/2024 | 000139834424007415 |
| 2023 Q4 | 9 | $103M | +13.2% | 13F-HR | 1/12/2024 | 000139834424000587 |
| 2023 Q3 | 8 | $91M | −2.2% | 13F-HR | 10/25/2023 | 000139834423019716 |
| 2023 Q2 | 8 | $93M | +3.3% | 13F-HR | 8/3/2023 | 000139834423013994 |
| 2023 Q1 | 9 | $90M | −12.6% | 13F-HR | 5/2/2023 | 000139834423008535 |
| 2022 Q4 | 9 | $103M | +12.0% | 13F-HR | 1/24/2023 | 000139834423000938 |
| 2022 Q3 | 11 | $92M | −12.4% | 13F-HR | 10/24/2022 | 000139834422020597 |
| 2022 Q2 | 13 | $105M | −6.3% | 13F-HR | 7/27/2022 | 000139834422014130 |
| 2022 Q1 | 12 | $112M | −9.7% | 13F-HR | 4/14/2022 | 000139834422007371 |
| 2021 Q4 | 12 | $124M | +4.2% | 13F-HR | 2/7/2022 | 000139834422002262 |
| 2021 Q3 | 11 | $119M | — | 13F-HR | 11/3/2021 | 000139834421020890 |
About
Courant Investment Management LLC
20 processed 13Fs · since 2021 Q3