$106 Million is the total value of Courant Investment Management LLC's 11 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $18,405,000 | +46.4% | 347,000 | 0.0% | 17.29% | +67.9% | |
| JPM | Sell | JPMORGAN CHASE & CO | $17,357,000 | +8.2% | 136,592 | -18.0% | 16.30% | +24.1% |
| KMX | CARMAX INC | $14,266,000 | +2.8% | 151,024 | 0.0% | 13.40% | +17.9% | |
| MHK | Sell | MOHAWK INDS INC | $13,122,000 | +32.5% | 93,100 | -8.3% | 12.33% | +51.9% |
| PGR | Buy | PROGRESSIVE CORP | $12,105,000 | +13.7% | 122,426 | +8.9% | 11.37% | +30.4% |
| BK | BANK NEW YORK MELLON CORP | $6,509,000 | +23.6% | 153,358 | 0.0% | 6.11% | +41.7% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,231,000 | -77.3% | 26,872 | -81.0% | 5.85% | -74.0% |
| ADS | ALLIANCE DATA SYSTEMS CORP | $5,335,000 | +76.5% | 72,000 | 0.0% | 5.01% | +102.4% | |
| MTB | M & T BK CORP | $5,219,000 | +38.2% | 41,000 | 0.0% | 4.90% | +58.5% | |
| ST | Sell | SENSATA TECHNOLOGIES HLDNG PLC | $4,427,000 | -52.3% | 83,949 | -61.0% | 4.16% | -45.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,478,000 | +8.7% | 10 | 0.0% | 3.27% | +24.6% | |
| UNP | Exit | UNION PAC CORP | $0 | – | -35,629 | -100.0% | -5.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
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.