Courant Investment Management Llc
- Regulatory AUM
- $133M
- Discretionary
- $133M
- Clients
- 1
- Avg AUM / client
- $133M
- Accounts
- 1
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Investments (13F portfolio — 7 positions, $103,034,997)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp | COM | $25,377,337 | 116,170 | 24.6% | 19.0% |
| 2 | Jpmorgan Chase & Co | COM | $23,141,249 | 70,697 | 22.5% | 17.4% |
| 3 | Schwab Charles Corp | COM | $16,931,453 | 183,499 | 16.4% | 12.7% |
| 4 | Lowes Cos Inc | COM | $11,024,500 | 50,000 | 10.7% | 8.27% |
| 5 | Ulta Beauty Inc | COM | $9,774,090 | 21,673 | 9.49% | 7.33% |
| 6 | Fiserv Inc | COM | $9,319,500 | 190,000 | 9.05% | 6.99% |
| 7 | Brown & Brown Inc | COM | $7,466,868 | 116,397 | 7.25% | 5.6% |
Top 25 of 7 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $133M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $124M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Courant Investment Partners Lp | Hedge Fund | Delaware | $124M | 36 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Claude [Nmn] Leveille | Managing Member, Chief Compliance Officer | Apr 2010 (16y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $124M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Courant Investment Partners Lp | Hedge Fund | $124M | $1.0M | 36 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Northern Trust $39.4M (22% of AUM) Jan 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗