COURANT INVESTMENT MANAGEMENT LLC

other names
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Adviser Profile
As of Date 03/08/2024
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration Texas, Terminated, 02/27/2017
Other registrations (1)
AUM* 124,227,462 7.33%
of that, discretionary 124,227,462 7.33%
Private Fund GAV* 124,227,462 7.33%
Avg Account Size 124,227,462 7.33%
SMA’s No
Private Funds 1
Contact Info 512 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
185M 158M 132M 106M 79M 53M 26M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$124,227,462

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Top Holdings

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Stck Ticker548661107 Stock NameLOWES COS INC $ Position$13,542,500 % Position11.00% $ Change23.00% # Change0.00%
Stck Ticker808513105 Stock NameSCHWAB CHARLES CORP $ Position$12,864,720 % Position11.00% $ Change-12.00% # Change0.00%
Stck Ticker90384S303 Stock NameULTA BEAUTY INC $ Position$8,949,760 % Position8.00% $ Change111.00% # Change109.00%
Stck Ticker084670108 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$6,911,800 % Position6.00% $ Change13.00% # Change0.00%
Stck Ticker018581108 Stock NameBREAD FINANCIAL HOLDINGS INC $ Position$2,949,960 % Position2.00% $ Change-8.00% # Change-14.00%
Stck Ticker244199105 Stock NameDEERE & CO $ Position$2,086,650 % Position2.00% $ Change12.00% # Change0.00%

Brochure Summary

Overview

Courant Investment Management, LLC (“Courant”) is an SEC-registered investment adviser with its principal place of business located in Franklin, Tennessee. Courant began conducting business in 2010. Listed below are the firm’s principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company):
• Claude Leveille, Managing Member & Chief Compliance Officer Courant’s sole business is managing the portfolio of securities held by Courant Investment Partners LP, a Delaware limited partnership (“the Fund”). The Fund’s investment objective
is to achieve superior long-term investment returns net of fees through investments in public equities and fixed-income instruments of U.S. and non-U.S. companies, which Courant believes, have significant appreciation potential. The Fund may participate in a variety of asset classes or financial instruments, including equities, bonds and derivatives. There can be no assurance that the Fund’s investment objective will be achieved. As of December 31, 2023, Courant was managing $ 124,227,462 of client assets on a discretionary basis and no client assets on a non-discretionary basis.