Follow-The-Filings

Security

KMX

Carmax Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 1 new 1 exit max 5.6% (Starboard Value LP)

grid → activity →
owners 19
rank #284
master % 0.04%
max % 5.6%
tracked value $6.6B
qoq N 1 A 8 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Starboard Value LP 2026 Q1 5.6% New 5.6% 6,201,362 $258M hist
Hillman Capital Management, Inc. 2026 Q1 3.2% Reduce +0.45 pp 109,181 $4.5B hist
Vulcan Value Partners, LLC 2026 Q1 2.4% Reduce +0.35 pp 2,204,876 $92M hist
First Pacific Advisors, LP 2026 Q1 1.7% Add +0.25 pp 2,981,709 $124M hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.3% Reduce +0.03 pp 561,947 $23M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.03 pp 10,060,502 $413M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.16 pp 2,968,026 $115M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.07 pp 984,504 $41M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.01 pp 1,245,000 $52M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce 0.00 pp 2,920,417 $121M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 4,120,921 $159M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 1,314,833 $55M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 15,076,900 $583M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 319,573 $13M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 485,088 $20M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 31,686 $1M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 24,598 $1M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% — 10,875 $452 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 509 $21 hist
Chuck Akre - Akre Capital Management LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 150,600 $6M hist

19 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $29.68B $26.54B $26.35B $25.88B
Gross profit $2.8B $2.71B $2.9B $2.81B
Gross margin * 9.4% 10.2% 11.0% 10.8%
Net income $484.76M $479.2M $500.56M $247.29M
Net margin * 1.6% 1.8% 1.9% 1.0%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $5.04B $5.23B $5.08B $5.31B
Total non-current assets * $21.14B $21.97B $22.33B $21.06B
Total assets $26.18B $27.2B $27.4B $26.37B
Total current liabilities $1.94B $2.31B $2.2B $2.41B
Total non-current liabilities * $18.63B $18.81B $18.96B $18.06B
Total equity $5.61B $6.07B $6.24B $5.89B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.28B $458.62M $624.44M $1.78B
Cash from investing -$425.77M -$467M -$461M -$540.04M
Cash from financing -$710.18M $307.79M -$453.54M -$1.34B
Net change in cash * $147.39M $299.41M -$290.1M -$97.46M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders