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Courant Investment Management LLC Claude Leveille

Franklin, TN 21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

  • $87M
  • 7 holdings
  • 2026 Q3
  • −15.5% QoQ
  • Top 5 82.2%

Portfolio

2026 Q3, filed 10/15/2026, 7 holdings

Top 5 82.2%, top 10 100.0%

AUM over time

2026 Q3 $87M −15.5% QoQ
2021 Q3: $119M 2021 Q3: $119M
Q3 2021
2021 Q4: $124M, +4.2% QoQ 2021 Q4: $124M, +4.2% QoQ
Q4
2022 Q1: $112M, −9.7% QoQ 2022 Q1: $112M, −9.7% QoQ
Q1 2022
2022 Q2: $105M, −6.3% QoQ 2022 Q2: $105M, −6.3% QoQ
Q2
2022 Q3: $92M, −12.4% QoQ 2022 Q3: $92M, −12.4% QoQ
Q3
2022 Q4: $103M, +12.0% QoQ 2022 Q4: $103M, +12.0% QoQ
Q4
2023 Q1: $90M, −12.6% QoQ 2023 Q1: $90M, −12.6% QoQ
Q1 2023
2023 Q2: $93M, +3.3% QoQ 2023 Q2: $93M, +3.3% QoQ
Q2
2023 Q3: $91M, −2.2% QoQ 2023 Q3: $91M, −2.2% QoQ
Q3
2023 Q4: $103M, +13.2% QoQ 2023 Q4: $103M, +13.2% QoQ
Q4
2024 Q1: $120M, +16.5% QoQ 2024 Q1: $120M, +16.5% QoQ
Q1 2024
2024 Q2: $107M, −10.8% QoQ 2024 Q2: $107M, −10.8% QoQ
Q2
2024 Q3: $119M, +11.2% QoQ 2024 Q3: $119M, +11.2% QoQ
Q3
2024 Q4: $118M, −0.8% QoQ 2024 Q4: $118M, −0.8% QoQ
Q4
2025 Q1: $119M, +0.8% QoQ 2025 Q1: $119M, +0.8% QoQ
Q1 2025
2025 Q2: $124M, +4.2% QoQ 2025 Q2: $124M, +4.2% QoQ
Q2
2025 Q3: $127M, +2.4% QoQ 2025 Q3: $127M, +2.4% QoQ
Q3
2025 Q4: $111M, −12.6% QoQ 2025 Q4: $111M, −12.6% QoQ
Q4
2026 Q1: $102M, −8.1% QoQ 2026 Q1: $102M, −8.1% QoQ
Q1 2026
2026 Q2: $103M, +1.0% QoQ 2026 Q2: $103M, +1.0% QoQ
Q2
2026 Q3: $87M, −15.5% QoQ 2026 Q3: $87M, −15.5% QoQ
Q3

Book

2022 Q1 2021 Q4, filed 14 Apr, long equity only

PGR, Progressive 20.49% Hold 201,826 $113.99 $23M — —
JPM, JPMorgan Chase 16.58% Hold 136,592 $136.32 $19M — —
SCHW, Charles Schwab 14.90% Hold 198,499 $84.31 $17M — —
KMX, CarMax 13.24% Add +22.3% 154,159 $96.48 $15M +28,135 −$1.5M
MHK, Mohawk Industries 9.74% Hold 88,100 $124.20 $11M — —
BRK.B, Berkshire Hathaway Class B 8.44% Hold 26,872 $352.90 $9.5M — —
BRK.A, Berkshire Hathaway Class A 4.71% Hold 10 $528,900 $5.3M — —
BK, BNY 4.35% Hold 98,358 $49.64 $4.9M — —
BFH, Alliance Data Systems 3.60% Hold 72,000 $56.15 $4M — —
SEIC, Sei Investments 1.86% Hold 34,707 $60.22 $2.1M — —
MTB, M&T Bank 1.66%, was 5.09% Reduce −73.2% 11,000 $169.55 $1.9M −30,000 −$4.4M
Loyalty Ventures 0.42% Hold 28,800 $16.53 $476K — —

Weight bar: held both quarters added sold at this quarter’s reported price

* 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 2021 Q4. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

21 periods, with AUM normalized

Period Holds AUM QoQ Form Filed Filing ID
2026 Q3 7 $87M −15.5% 13F-HR 10/15/2026 000139834426018216
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

21 processed 13Fs on this site, 2021 Q3 to 2026 Q3

Entity
Courant Investment Management LLC
Notable person
Claude Leveille
Location
Franklin, TN
All SEC filings
View on sec.gov