Vault-13

Courant Investment Management LLC

FRANKLIN, TN · CIK 1695426 · 13F filing filed 2026-07-14

SEC-registered investment adviser since 2017 · limited liability company

As an employer

$103.0m reported value +0.6% vs Q1 2026
7positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 PROGRESSIVE CORP COM PGR PGR 116,170 $25.4m24.63% 24.63% UnchangedShares held: Q3 2025 116.2k, Q4 2025 116.2k, Q1 2026 116.2k, Q2 2026 116.2k
2 JPMORGAN CHASE & CO COM JPM JPM 70,697 $23.1m22.46% 22.46% UnchangedShares held: Q3 2025 94.9k, Q4 2025 83.7k, Q1 2026 70.7k, Q2 2026 70.7k
3 SCHWAB CHARLES CORP COM SCHW SCHW 183,499 $16.9m16.43% 16.43% UnchangedShares held: Q3 2025 198.5k, Q4 2025 183.5k, Q1 2026 183.5k, Q2 2026 183.5k
4 LOWES COS INC COM LOW LOW 50,000 $11.0m10.70% 10.70% UnchangedShares held: Q3 2025 50.0k, Q4 2025 50.0k, Q1 2026 50.0k, Q2 2026 50.0k
5 ULTA BEAUTY INC COM ULTA ULTA 21,673 $9.8m9.49% 9.49% UnchangedShares held: Q3 2025 26.2k, Q4 2025 23.2k, Q1 2026 21.7k, Q2 2026 21.7k
6 FISERV INC COM FISV FISV 190,000 $9.3m9.04% 9.04% UnchangedShares held: Q3 2025 85.0k, Q4 2025 190.0k, Q1 2026 190.0k, Q2 2026 190.0k
7 BROWN & BROWN INC COM BRO BRO 116,397 $7.5m7.25% 7.25% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 116.4k, Q2 2026 116.4k