CarMax Inc. (KMX)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:9
Ownership rank:34
% of all portfolios:0.403%
Hold Price * :$79.13
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Thomas Gayner - Markel Asset Management Add 31.55% 26,500 0.02
Francois Rochon - Giverny Capital Add 0.86% 13,136 0.05
Hillman Value Fund Buy 77,000 2.65
Chuck Akre - Akre Capital Management Reduce 0.25% 6,767 0.00
John Rogers - Ariel Appreciation Fund Reduce 12.64% 56,266 0.41
Ruane Cunniff - Sequoia Fund Reduce 24.23% 465,101 1.14
Q3  2023
Thomas Gayner - Markel Asset Management Add 21.74% 15,000 0.01
Tom Bancroft - Makaira Partners Add 2.08% 22,345 0.21
Francois Rochon - Giverny Capital Add 1.35% 20,198 0.08
John Rogers - Ariel Appreciation Fund Reduce 2.62% 11,991 0.09
Chuck Akre - Akre Capital Management Reduce 4.12% 117,344 0.08
Ruane Cunniff - Sequoia Fund Reduce 14.91% 336,422 0.84
Q2  2023
Thomas Gayner - Markel Asset Management Add 23.21% 13,000 0.01
Francois Rochon - Giverny Capital Add 5.05% 72,181 0.32
Tom Bancroft - Makaira Partners Add 1.80% 18,970 0.21
Wallace Weitz - Weitz Value Fund Reduce 2.03% 5,497 0.06
Chuck Akre - Akre Capital Management Reduce 7.99% 247,660 0.17
John Rogers - Ariel Appreciation Fund Reduce 13.49% 71,303 0.55
Q1  2023
Thomas Gayner - Markel Asset Management Add 60.00% 21,000 0.02
Tom Bancroft - Makaira Partners Add 10.86% 103,280 0.87
John Rogers - Ariel Appreciation Fund Add 6.38% 31,695 0.18
Francois Rochon - Giverny Capital Reduce 0.50% 7,248 0.03
Wallace Weitz - Weitz Value Fund Reduce 3.39% 9,503 0.08
Chuck Akre - Akre Capital Management Reduce 41.44% 2,192,556 1.24
Q4  2022
John Rogers - Ariel Appreciation Fund Add 75.80% 214,220 1.18
Steven Romick - FPA Crescent Fund Add 22.78% 282,269 0.31
Francois Rochon - Giverny Capital Add 16.93% 207,770 0.78
Tom Bancroft - Makaira Partners Add 2.67% 24,692 0.22
Thomas Gayner - Markel Asset Management Buy 35,000 0.03
Chuck Akre - Akre Capital Management Reduce 28.04% 2,062,000 1.13
Q3  2022
Tom Bancroft - Makaira Partners Add 52.24% 317,824 3.47
Steven Romick - FPA Crescent Fund Add 33.59% 311,489 0.40
Francois Rochon - Giverny Capital Add 2.56% 30,633 0.14
Chuck Akre - Akre Capital Management Add 0.07% 4,830 0.00
Ruane Cunniff - Sequoia Fund Reduce 5.03% 119,415 0.28
Wallace Weitz - Weitz Value Fund Reduce 6.67% 20,000 0.19
Q2  2022
Tom Bancroft - Makaira Partners Add 32.72% 150,000 3.06
Wallace Weitz - Weitz Value Fund Add 13.21% 35,000 0.41
John Rogers - Ariel Appreciation Fund Add 10.28% 26,347 0.22
Francois Rochon - Giverny Capital Add 3.90% 44,923 0.27
Chuck Akre - Akre Capital Management Add 0.11% 8,240 0.01
Steven Romick - FPA Crescent Fund Buy 927,390 1.48
Q1  2022
John Rogers - Ariel Appreciation Fund Add 57.78% 93,848 0.72
Wallace Weitz - Weitz Value Fund Add 17.78% 40,000 0.42
Francois Rochon - Giverny Capital Add 3.85% 42,742 0.23
Chuck Akre - Akre Capital Management Add 0.68% 49,780 0.03
David Tepper - Appaloosa Management Sell 100.00% 391,500 1.31
Christopher Davis - Davis Advisors Sell 100.00% 3,760 0.00
Q4  2021
Chuck Akre - Akre Capital Management Add 2.55% 181,090 0.14
Francois Rochon - Giverny Capital Reduce 4.34% 50,340 0.35
Ruane Cunniff - Sequoia Fund Reduce 5.29% 132,780 0.36
John Rogers - Ariel Appreciation Fund Reduce 15.23% 29,174 0.27
Q3  2021
Ruane Cunniff - Sequoia Fund Add 5.38% 128,097 0.34
Francois Rochon - Giverny Capital Add 4.39% 48,715 0.37
Chuck Akre - Akre Capital Management Reduce 0.06% 4,025 0.00
David Tepper - Appaloosa Management Reduce 5.66% 23,500 0.07
John Rogers - Ariel Appreciation Fund Reduce 12.52% 27,417 0.26
Q2  2021
Francois Rochon - Giverny Capital Add 3.88% 41,540 0.33
Chuck Akre - Akre Capital Management Reduce 0.01% 450 0.00
Wallace Weitz - Weitz Value Fund Reduce 10.00% 25,000 0.34
David Tepper - Appaloosa Management Reduce 36.57% 239,300 0.64
Daniel Loeb - Third Point Sell 100.00% 1,100,000 0.98
Q1  2021
Francois Rochon - Giverny Capital Reduce 4.18% 46,613 0.41
Chuck Akre - Akre Capital Management Reduce 4.89% 365,685 0.33
David Tepper - Appaloosa Management Reduce 12.76% 95,700 0.18
John Rogers - Ariel Appreciation Fund Reduce 13.27% 33,500 0.34
Daniel Loeb - Third Point Reduce 13.73% 175,000 0.16
Wallace Weitz - Weitz Value Fund Reduce 18.07% 55,156 0.81
Viking Global Investors Sell 100.00% 794,240 0.21
Lee Ainslie - Maverick Capital Sell 100.00% 11,517 0.02
Q4  2020
John Rogers - Ariel Appreciation Fund Add 31.99% 61,200 0.51
Wallace Weitz - Weitz Value Fund Add 29.85% 70,156 0.78
Francois Rochon - Giverny Capital Add 3.46% 37,322 0.27
David Tepper - Appaloosa Management Buy 750,000 1.06
Daniel Loeb - Third Point Buy 1,275,000 0.93
Viking Global Investors Buy 794,240 0.21
Chuck Akre - Akre Capital Management Reduce 0.01% 905 0.00
Lee Ainslie - Maverick Capital Reduce 7.81% 976 0.00
Q3  2020
Francois Rochon - Giverny Capital Add 1.15% 12,237 0.10
Lee Ainslie - Maverick Capital Buy 12,493 0.02
Ruane Cunniff - Sequoia Fund Reduce 0.19% 4,627 0.01
Chuck Akre - Akre Capital Management Reduce 8.26% 673,879 0.44
John Rogers - Ariel Appreciation Fund Reduce 20.79% 50,200 0.48
Q2  2020
Chuck Akre - Akre Capital Management Reduce 0.44% 36,345 0.02
Wallace Weitz - Weitz Value Fund Reduce 2.08% 5,000 0.06
Francois Rochon - Giverny Capital Reduce 3.28% 36,215 0.32
Ruane Cunniff - Sequoia Fund Reduce 27.46% 902,659 2.28
John Rogers - Ariel Appreciation Fund Reduce 27.48% 91,500 0.87
Thomas Gayner - Markel Asset Management Sell 100.00% 4,913,070 4.97
Bryan Lawrence - Oakcliff Capital Sell 100.00% 77,276 2.91
Greg Alexander - Conifer Management Sell 100.00% 272,447 1.16
Q1  2020
Chuck Akre - Akre Capital Management Add 21.38% 1,442,720 0.75
Ruane Cunniff - Sequoia Fund Add 15.93% 451,775 0.84
John Rogers - Ariel Appreciation Fund Add 11.56% 34,500 0.22
Greg Alexander - Conifer Management Buy 272,447 1.16
Francois Rochon - Giverny Capital Reduce 5.76% 67,385 0.46
Wallace Weitz - Weitz Value Fund Reduce 7.69% 20,000 0.17
Bryan Lawrence - Oakcliff Capital Reduce 26.08% 27,264 1.03
Q4  2019
John Rogers - Ariel Appreciation Fund Add 8.78% 24,100 0.16
Chuck Akre - Akre Capital Management Add 7.36% 462,300 0.37

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.