Follow-The-Filings

Security · featured owners

KMX Carmax Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #273
  • Max 3.8%
  • Master 0.02%
  • $407M
  • 1 add 4 reduce 1 exit

KMX (Carmax Inc.) is held in 6 featured 13F books as of 2026 Q2. Starboard Value is the largest tracked holder by portfolio weight (3.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.8% (Starboard Value) · not free-float ownership

  1. Starboard Value reduce 3.8%
  2. Hillman Capital Management reduce 3.5%
  3. First Pacific Advisors add 2.0%
  4. Vulcan Value Partners reduce 1.5%
  5. John Rogers reduce 0.18%
  6. Thomas Gayner 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Starboard Value 2026 Q2 3.8% Reduce −48.3% 3,206,438 $170M history
First Pacific Advisors 2026 Q2 2.0% Add +0.9% 3,008,564 $159M history
Vulcan Value Partners 2026 Q2 1.5% Reduce −58.6% 912,638 $48M history
John Rogers - Ariel Investments 2026 Q2 0.18% Reduce −38.3% 346,538 $18M history
Thomas Gayner - Markel Group 2026 Q2 0.05% Hold 136,500 $7M history
Hillman Capital Management 2026 Q2 3.5% Reduce −16.3% 91,385 $5M history
Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 <0.01% Exit 0.00% 10,875 $452K history

6 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 13 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 2.02,2.03,9.01 Filing Doc
8-K 5.02 Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Jun 26, 2026 · 10 forms Filing Doc
4 Period Jun 24, 2026 Filing Doc
4 Period Jun 25, 2026 · 2 forms Filing Doc
4 Period Jun 22, 2026 · 2 forms Filing Doc
4 Period Jun 23, 2026 Filing Doc
4 Period May 1, 2026 · 8 forms Filing Doc
4 Period Mar 22, 2026 Filing Doc

Updated 25 days ago Source: SEC EDGAR submissions All on EDGAR

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 $0.459B $0.624B $1.78B
Cash from investing -$425.77M -$467M -$461M -$540.04M
Cash from financing -$0.71B $0.308B -$0.454B -$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