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Courant Investment Management LLC
Hedge Fund • Value
Courant Investment Management LLC is a Value-focused Hedge Fund led by Claude [Nmn] Leveille, reporting $135.5M in AUM as of Q3 2025 with 61% Financial Services concentration, with only 7 positions, and 24% allocation to JPM.
Managing PartnerClaude [Nmn] Leveille
- Portfolio Value
- $126.5M
- Positions
- 7
- Top Holding
- JPM at 23.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Courant Investment Management LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $29.9M | 23.66% | — | 0.00% 94.9K shares | |
Insurance - Property & Casualty Financial Services | $28.7M | 22.68% | — | 0.02% 116.2K shares | |
Financial - Capital Markets Financial Services | $19.0M | 14.98% | — | 0.01% 198.5K shares | |
Specialty Retail Consumer Cyclical | $14.3M | 11.31% | — | 0.06% 26.2K shares | |
Home Improvement Consumer Cyclical | $12.6M | 9.93% | — | 0.01% 50.0K shares | |
Auto - Dealerships Consumer Cyclical | $11.1M | 8.78% | — | 0.17% 247.5K shares | |
Information Technology Services Technology | $11.0M | 8.66% | +$11.0M New | 0.02% 85.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Courant Investment Management LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Analytics
Portfolio insights and performance metrics for Courant Investment Management LLC
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