$116 Million is the total value of Courant Investment Management LLC's 13 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $25,238,000 | +1.4% | 141,384 | +3.8% | 21.78% | -4.8% |
| KMX | CARMAX INC | $16,850,000 | +66.4% | 188,158 | 0.0% | 14.54% | +56.1% | |
| JPM | JPMORGAN CHASE & CO | $15,670,000 | +4.5% | 166,592 | 0.0% | 13.52% | -1.9% | |
| SCHW | Sell | SCHWAB CHARLES CORP | $11,708,000 | -18.4% | 347,000 | -18.7% | 10.10% | -23.4% |
| MHK | MOHAWK INDS INC | $10,329,000 | +33.5% | 101,500 | 0.0% | 8.91% | +25.3% | |
| ST | SENSATA TECHNOLOGIES HLDNG PLC | $8,008,000 | +28.7% | 215,107 | 0.0% | 6.91% | +20.8% | |
| UNP | Sell | UNION PAC CORP | $7,038,000 | +15.0% | 41,629 | -4.0% | 6.07% | +8.0% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $7,004,000 | +279.4% | 87,426 | +249.7% | 6.04% | +256.1% |
| MTB | M & T BK CORP | $4,263,000 | +0.5% | 41,000 | 0.0% | 3.68% | -5.6% | |
| BK | New | BANK NEW YORK MELLON CORP | $3,865,000 | – | 100,000 | +100.0% | 3.34% | – |
| ADS | ALLIANCE DATA SYSTEMS CORP | $3,249,000 | +34.1% | 72,000 | 0.0% | 2.80% | +25.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $2,673,000 | -1.7% | 10 | 0.0% | 2.31% | -7.8% | |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -368,055 | -100.0% | -12.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-29
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.