$112 Million is the total value of Courant Investment Management LLC's 12 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $23,006,000 | +11.0% | 201,826 | 0.0% | 20.48% | +22.4% | |
| JPM | JPMORGAN CHASE & CO | $18,620,000 | -13.9% | 136,592 | 0.0% | 16.58% | -5.1% | |
| SCHW | SCHWAB CHARLES CORP | $16,735,000 | +0.2% | 198,499 | 0.0% | 14.90% | +10.5% | |
| KMX | Buy | CARMAX INC | $14,873,000 | -9.4% | 154,159 | +22.3% | 13.24% | -0.1% |
| MHK | MOHAWK INDS INC | $10,942,000 | -31.8% | 88,100 | 0.0% | 9.74% | -24.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $9,483,000 | +18.0% | 26,872 | 0.0% | 8.44% | +30.1% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $5,289,000 | +17.4% | 10 | 0.0% | 4.71% | +29.4% | |
| BK | BANK NEW YORK MELLON CORP | $4,882,000 | -14.5% | 98,358 | 0.0% | 4.35% | -5.8% | |
| ADS | ALLIANCE DATA SYSTEMS CORP | $4,043,000 | -15.6% | 72,000 | 0.0% | 3.60% | -7.0% | |
| SEIC | SEI INVTS CO | $2,090,000 | -1.2% | 34,707 | 0.0% | 1.86% | +9.0% | |
| MTB | Sell | M & T BK CORP | $1,865,000 | -70.4% | 11,000 | -73.2% | 1.66% | -67.3% |
| LOYALTY VENTURES INC | $476,000 | -45.0% | 28,800 | 0.0% | 0.42% | -39.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
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.