Eldred Rock Partners’s CarMax KMX Stock Holding History

Eldred Rock Partners’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-207,986	Closed	-$9.33M	–	33
2025 Q3	$9.33M	Buy	207,986 +60,843	+41%	+$3.63M	2.33%	24
2025 Q2	$9.89M	Sell	147,143 -7,798	-5%	-$524K	3.01%	18
2025 Q1	$12M	Buy	154,941 +14,289	+10%	+$1.15M	3.65%	10
2024 Q4	$11.5M	Buy	140,652 +562	+0.4%	+$44.1K	3.95%	9
2024 Q3	$10.8M	Buy	140,090 +5,742	+4%	+$454K	3.62%	15
2024 Q2	$9.85M	Buy	134,348 +5,459	+4%	+$393K	4.12%	10
2024 Q1	$11.2M	Buy	128,889 +1,265	+1%	+$95.7K	6.12%	5
2023 Q4	$9.79M	Buy	+127,624	New	+$8.58M	6.24%	6

Other funds holding KMX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Eldred Rock Partners's KMX Position: Q4 2025 in Review

Eldred Rock Partners sold out of CarMax (KMX) in Q4 2025, closing a stake of 207,986 shares — an estimated $9.33M sold.

Eldred Rock Partners first reported a position in KMX in Q4 2023 and held it in 8 quarters. The position peaked at $12M in Q1 2025. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Eldred Rock Partners reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Eldred Rock Partners sold 207,986 CarMax shares in Q4 2025, an estimated $9.33M.
Eldred Rock Partners first reported a position in CarMax in Q4 2023 and held it in 8 quarters.
Eldred Rock Partners's CarMax position peaked at $12M in Q1 2025.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Eldred Rock Partners's 13F filing for Q4 2025, filed 16 Jan 2026.