Courant Investment Management LLC Portfolio Holdings by Sector

Courant Investment Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$31,001 25.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$27,511 22.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$18,111 14.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$16,635 13.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$12,244 9.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$11,093 8.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$4,372 3.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,542 2.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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