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KMX CarMax

Consumer Discretionary, filed as CARMAX INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 5 managers in 2026 Q2

  • 6 Owners
  • #272
  • Max 3.8%
  • Master 0.02%
  • $407M
  • 4 reduce 1 exit 1 small

In 2026 Q2, 4 managers trimmed and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns KMX

Sorted by value, long equity only, as of 2026 Q2.

History
Starboard Value 3.8%, was 5.6% Reduce −48.3% 3,206,438 $170M History
First Pacific Advisors 2.0%, was 1.7% Small add +0.9% 3,008,564 $159M History
Vulcan Value Partners 1.5%, was 2.4% Reduce −58.6% 912,638 $48M History
John Rogers, Ariel Investments 0.18%, was 0.26% Reduce −38.3% 346,538 $18M History
Thomas Gayner, Markel Group 0.05% Hold 136,500 $7.2M History
Hillman Capital Management 3.5% Reduce −16.3% 91,385 $4.8M 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by KMX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All KMX insider trades
  • $1.3M bought by 5 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Sona Chawla Director
    Buy
    $107K 2,000 shares at $53.39 +10% to stake
    Traded Jun 25 Filed Jun 26
    ↗
  2. Marcella Shinder Director
    Buy
    $30K 574 shares at $52.01 +2.4% to stake
    Traded Jun 25 Filed Jun 26
    ↗
  3. Mark F ONeil Director
    Buy
    $503K 9,600 shares at $52.36
    Traded Jun 24 Filed Jun 26
    ↗
  4. Peter J Bensen Director
    Buy
    $131K 2,500 shares at $52.20 +11% to stake
    Traded Jun 22 Filed Jun 24
    ↗
  5. Keith Barr CEO
    Buy
    $498K 9,400 shares at $53.01 +39% to stake
    Traded Jun 22 Filed Jun 24
    ↗

Also filed in the last 12 months, not counted as buying or selling: 11 stock grants, 10 share withholdings for taxes, and 7 option exercises.

Congress

1 member of Congress traded KMX in the last three years: 2 buys and 0 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 19 filed Sep 10
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 13, 2025 filed Feb 11, 2025

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
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
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 11 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.