John Overdeck’s CarMax KMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $308M | Buy |
5,831,970
+484,873
| +9% | +$21.1M | 0.22% | 86 |
|
|
2026
Q1 | $222M | Buy |
5,347,097
+2,379,071
| +80% | +$104M | 0.18% | 124 |
|
|
2025
Q4 | $115M | Buy |
2,968,026
+2,207,785
| +290% | +$88.3M | 0.16% | 155 |
|
|
2025
Q3 | $34.1M | Buy |
760,241
+89,640
| +13% | +$5.35M | 0.05% | 440 |
|
|
2025
Q2 | $45.1M | Buy |
670,601
+37,976
| +6% | +$2.55M | 0.08% | 308 |
|
|
2025
Q1 | $49.3M | Buy |
632,625
+142,061
| +29% | +$11.4M | 0.11% | 237 |
|
|
2024
Q4 | $40.1M | Sell |
490,564
-72,400
| -13% | -$5.69M | 0.09% | 284 |
|
|
2024
Q3 | $43.6M | Sell |
562,964
-214,780
| -28% | -$17M | 0.1% | 262 |
|
|
2024
Q2 | $57M | Buy |
777,744
+546,908
| +237% | +$39.4M | 0.13% | 183 |
|
|
2024
Q1 | $20.1M | Buy |
230,836
+40,658
| +21% | +$3.08M | 0.05% | 439 |
|
|
2023
Q4 | $14.6M | Buy |
190,178
+162,559
| +589% | +$10.9M | 0.03% | 529 |
|
|
2023
Q3 | $1.95M | Sell |
27,619
-108,578
| -80% | -$8.89M | 0.01% | 1405 |
|
|
2023
Q2 | $11.4M | Sell |
136,197
-633,052
| -82% | -$46.3M | 0.03% | 586 |
|
|
2023
Q1 | $49.4M | Buy |
769,249
+418,078
| +119% | +$28M | 0.14% | 170 |
|
|
2022
Q4 | $21.4M | Buy |
+351,171
| New | +$22.5M | 0.07% | 337 |
|
|
2022
Q1 | – | Sell |
-8,300
| Closed | -$1.08M | – | 3532 |
|
|
2021
Q4 | $1.08M | Buy |
+8,300
| New | +$1.16M | ﹤0.01% | 2487 |
|
|
2021
Q3 | – | Sell |
-22,793
| Closed | -$3.03M | – | 4484 |
|
|
2021
Q2 | $2.94M | Buy |
+22,793
| New | +$2.82M | 0.01% | 1563 |
|
|
2021
Q1 | – | Sell |
-50,619
| Closed | -$6.16M | – | 4044 |
|
|
2020
Q4 | $4.78M | Buy |
+50,619
| New | +$4.75M | 0.01% | 961 |
|
|
2020
Q3 | – | Sell |
-138,347
| Closed | -$13.8M | – | 3328 |
|
|
2020
Q2 | $12.4M | Buy |
138,347
+52,441
| +61% | +$4.11M | 0.06% | 326 |
|
|
2020
Q1 | $4.62M | Buy |
+85,906
| New | +$7.27M | 0.04% | 538 |
|
|
2019
Q4 | – | Sell |
-317,041
| Closed | -$27.9M | – | 3836 |
|
|
2019
Q3 | $27.9M | Buy |
317,041
+180,880
| +133% | +$15.5M | 0.09% | 270 |
|
|
2019
Q2 | $11.8M | Sell |
136,161
-889,511
| -87% | -$69.6M | 0.04% | 526 |
|
|
2019
Q1 | $71.6M | Buy |
1,025,672
+592,817
| +137% | +$36.5M | 0.23% | 95 |
|
|
2018
Q4 | $27.2M | Buy |
+432,855
| New | +$28.6M | 0.11% | 250 |
|
|
2017
Q4 | – | Sell |
-32,060
| Closed | -$2.43M | – | 3277 |
|
|
2017
Q3 | $2.43M | Buy |
+32,060
| New | +$2.14M | 0.01% | 1196 |
|
|
2013
Q3 | – | Sell |
-43,711
| Closed | -$2.02M | – | 1972 |
|
|
2013
Q2 | $2.02M | Buy |
+43,711
| New | +$1.98M | 0.01% | 873 |
|
Other funds holding KMX
SIM
JT
John Overdeck's KMX Position: Q2 2026 in Review
John Overdeck increased its CarMax (KMX) stake by 9.1% in Q2 2026, buying an estimated $21.1M and bringing the position to 5,831,970 shares worth $308M. The position accounts for 0.22% of the portfolio, ranked #86.
John Overdeck first reported a position in KMX in Q2 2013 and has held it in 26 quarters since. 553 funds tracked by Wall St. Rank hold KMX as of Q2 2026.
- John Overdeck held 5,831,970 shares of CarMax worth $308M as of Q2 2026.
- John Overdeck bought 484,873 CarMax shares in Q2 2026, an estimated $21.1M.
- CarMax made up 0.22% of John Overdeck's portfolio in Q2 2026, its #86 holding.
- John Overdeck first reported a position in CarMax in Q2 2013 and has held it in 26 quarters since.
- 553 funds tracked by Wall St. Rank held CarMax as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.