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	$29,480 24.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$23,099 19.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$19,153 16.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$13,538 11.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$12,864 10.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$8,954 7.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$6,904 5.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services BFH 1 stocks	$2,949 2.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$2,086 1.75% of portfolio	-	-	-	-	0 Calls 0 Puts

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