Fund Universe

← Fund Universe

☆Courant Investment Management LLC

CIK 0001695426 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.812
AUM ($M)
103
Positions
7
Turnover
0.04
Top-10 wt
100%
Herfindahl
0.172
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 7 positions · portfolio value $103M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆PGR funds › PROGRESSIVE CORP HOLD — 24.6% +2.1% 25.4 116,170 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 22.5% +2.2% 23.1 70,697 +0 5 —
☆SCHW funds › SCHWAB CHARLES CORP HOLD — 16.4% -0.4% 16.9 183,499 +0 5 —
☆LOW funds › LOWES COS INC HOLD — 10.7% -0.8% 11.0 50,000 +0 5 —
☆ULTA funds › ULTA BEAUTY INC HOLD — 9.5% -1.6% 9.8 21,673 +0 5 —
☆FISV funds › FISERV INC HOLD — 9.0% -1.3% 9.3 190,000 +0 4 —
☆BRO funds › BROWN & BROWN INC HOLD — 7.2% -0.2% 7.5 116,397 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 103 7 0.04 100% 0.172 0.812 — in
2026Q1 102 7 0.08 100% 0.162 0.756 — in
2025Q4 111 6 0.09 100% 0.185 0.724 — in
2025Q3 127 7 0.13 100% 0.168 0.676 — in
2025Q2 124 8 0.06 100% 0.172 0.805 — entered
2025Q1 119 8 0.00 100% 0.175 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status