Courant Investment Management LLC Portfolio Holdings by Sector

Courant Investment Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Diversified \| Financial Services JPM 1 stocks	$29,933 23.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$28,688 22.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$18,950 15.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$14,310 11.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$12,565 9.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$11,106 8.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$10,642 8.43% of portfolio	1	-	1	-	0 Calls 0 Puts

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