Featured 13F manager
Courant Investment Management LLC Claude Leveille
Franklin, TN 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $103M
- 7 Positions
- 2026 Q2
- +1.0% QoQ
- Top 5 83.7%
Claude Leveille files Courant Investment Management LLC as a Form 13F. The latest book is 2026 Q2 at $103M, up 1.0% QoQ, led by Progressive, Jpmorgan Chase &, and Schwab Charles.
Portfolio
top 5 83.7% · top 10 100.0%
- PGR - Progressive 24.6%
- JPM - Jpmorgan Chase & 22.5%
- SCHW - Schwab Charles 16.4%
- LOW - Lowes Cos 10.7%
- ULTA - Ulta Beauty 9.5%
- FISV - Fiserv 9.0%
- BRO - Brown & Brown 7.3%
AUM over time
Book
| JPM - Jpmorgan Chase & | 23.66% | Hold | 94,897 | $315.43 | $30M | — | — |
| PGR - Progressive | 22.68% | Hold | 116,170 | $246.95 | $29M | — | — |
| SCHW - Schwab Charles | 14.98% | Hold | 198,499 | $95.47 | $19M | — | — |
| ULTA - Ulta Beauty | 11.31% | Hold | 26,173 | $546.75 | $14M | — | — |
| LOW - Lowes Cos | 9.93% | Hold | 50,000 | $251.31 | $13M | — | — |
| KMX - Carmax | 8.78% | Hold | 247,520 | $44.87 | $11M | — | — |
| FISV - Fiserv | 8.66% | New | 85,000 | $128.93 | $11M | +85,000 | +$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BRK.A - Berkshire Hathaway · CL A | 3.54% | Exit | 0 | $728,833 | $4M | −6 | −$4M |
| DE - Deere | 2.06% | Exit | 0 | $508.40 | $3M | −5,000 | −$3M |
Filings history
20 periods · normalized AUM · open a 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 on this site · 2021 Q3–2026 Q2