$109 Million is the total value of Courant Investment Management LLC's 13 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $24,892,000 | -5.4% | 136,149 | +17.2% | 22.88% | +39.4% |
| JPM | JPMORGAN CHASE & CO | $14,998,000 | -35.4% | 166,592 | 0.0% | 13.79% | -4.9% | |
| SCHW | Sell | SCHWAB CHARLES CORP | $14,356,000 | -35.4% | 427,000 | -8.6% | 13.20% | -4.8% |
| LUV | SOUTHWEST AIRLS CO | $13,106,000 | -34.0% | 368,055 | 0.0% | 12.05% | -2.8% | |
| KMX | Sell | CARMAX INC | $10,129,000 | -45.0% | 188,158 | -10.5% | 9.31% | -19.0% |
| MHK | MOHAWK INDS INC | $7,738,000 | -44.1% | 101,500 | 0.0% | 7.11% | -17.6% | |
| ST | SENSATA TECHNOLOGIES HLDNG PLC | $6,223,000 | -46.3% | 215,107 | 0.0% | 5.72% | -20.9% | |
| UNP | Sell | UNION PAC CORP | $6,119,000 | -46.6% | 43,386 | -31.6% | 5.62% | -21.3% |
| MTB | Buy | M & T BK CORP | $4,241,000 | +127.2% | 41,000 | +272.7% | 3.90% | +234.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,720,000 | -19.9% | 10 | 0.0% | 2.50% | +18.0% | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $2,423,000 | -70.0% | 72,000 | 0.0% | 2.23% | -55.8% | |
| PGR | New | PROGRESSIVE CORP OHIO | $1,846,000 | – | 25,000 | +100.0% | 1.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 22.9% |
| THE CHARLES SCHWAB CORP | 28 | Q3 2023 | 17.3% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 5.9% |
| BREAD FINANCIAL HOLDINGS INC | 25 | Q3 2023 | 10.2% |
| CARMAX INC | 23 | Q3 2023 | 22.4% |
| JPMORGAN CHASE & CO | 22 | Q3 2023 | 18.9% |
| MOHAWK INDS INC | 18 | Q1 2023 | 14.8% |
| UNION PACIFIC CORP | 16 | Q3 2020 | 18.0% |
| PROGRESSIVE CORP OHIO | 15 | Q3 2023 | 31.9% |
| M & T BK CORP | 12 | Q2 2022 | 5.2% |
View Courant Investment Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-07 |
View Courant Investment Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.