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Courant Investment Management LLC

CIK:0001695426
Hedge Fund
$136M AUM
8 holdings
Franklin, TN, United States
Founded:2011
1 employees
Latest filing:Jun 30, 2025

Courant Investment Management LLC is a Tennessee-based hedge fund and investment adviser founded in 2011 and registered in Delaware. The firm manages pooled investment vehicles on a discretionary basis. As of March 2025, Courant has approximately $135.5 million in assets under management and is operated by a single employee, who also manages investments. Their clients are institutional pooled investment vehicles, and the firm reports exclusively to the SEC with an investor-focused business model.

Investment Strategy

Courant Investment Management LLC pursues discretionary investment strategies primarily through pooled vehicles and manages concentrated equity portfolios. The firm focuses on U.S. public equities, typically allocating capital to a limited number of positions and maintaining high portfolio concentration. It aims to generate consistent risk-adjusted returns by applying a fundamental, research-driven approach to security selection and risk management, with an investment philosophy oriented towards value and capital preservation.

Top Buys
J
JPMJPMORGAN CHASE &CO.
+$4.2M
K
KMXCARMAX INC
-$2.7M
U
ULTAULTA BEAUTY INC
+$2.7M
S
SCHWSCHWAB CHARLES CORP
+$2.6M
P
PGRPROGRESSIVE CORP
-$1.9M
Top Sells
J
JPMJPMORGAN CHASE &CO.
+$4.2M
K
KMXCARMAX INC
-$2.7M
U
ULTAULTA BEAUTY INC
+$2.7M
S
SCHWSCHWAB CHARLES CORP
+$2.6M
P
PGRPROGRESSIVE CORP
-$1.9M

Top Holdings

P
PGRPROGRESSIVE CORP
+25.1%$31.0M
J
JPMJPMORGAN CHASE &CO.
+22.3%$27.5M
S
SCHWSCHWAB CHARLES CORP
+14.7%$18.1M
K
KMXCARMAX INC
+13.5%$16.6M
U
ULTAULTA BEAUTY INC
+9.9%$12.2M

Equity Positions (8)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
P
PGR
PROGRESSIVE CORP25.10%$31.0M116,170$87.82$266.86-$1.9M
J
JPM
JPMORGAN CHASE &CO.22.27%$27.5M94,897$104.20$289.91+$4.2M
S
SCHW
SCHWAB CHARLES CORP14.66%$18.1M198,499$41.59$91.24+$2.6M
K
KMX
CARMAX INC13.47%$16.6M247,520$73.24$67.21-$2.7M
U
ULTA
ULTA BEAUTY INC9.91%$12.2M26,173$392.69$467.82+$2.7M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+28.6%
NATIONAL COMMERCIAL BANKS
+22.3%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+14.7%
RETAIL-AUTO DEALERS & GASOLINE STATIONS
+13.5%
RETAIL-RETAIL STORES, NEC
+9.9%