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Lakewood Asset Management’s CarMax KMX Stock Holding History

Lakewood Asset Management’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
2026
Q1 		$938K Sell
22,549
-7,640
-25% -$334K 0.6% 41
2025
Q4 		$1.17M Buy
30,189
+282
+0.9% +$11.3K 0.69% 39
2025
Q3 		$1.34M Buy
29,907
+705
+2% +$42.1K 0.81% 38
2025
Q2 		$1.96M Sell
29,202
-399
-1% -$26.8K 1.31% 25
2025
Q1 		$2.31M Buy
29,601
+7,859
+36% +$630K 1.56% 20
2024
Q4 		$1.78M Buy
21,742
+135
+0.6% +$10.6K 1.22% 21
2024
Q3 		$1.67M Sell
21,607
-2,334
-10% -$185K 1.14% 24
2024
Q2 		$1.76M Buy
23,941
+273
+1% +$19.7K 1.22% 23
2024
Q1 		$2.06M Buy
23,668
+783
+3% +$59.2K 1.4% 18
2023
Q4 		$1.76M Sell
22,885
-831
-4% -$55.9K 1.36% 23
2023
Q3 		$1.68M Buy
23,716
+715
+3% +$58.5K 1.37% 21
2023
Q2 		$1.93M Sell
23,001
-20
-0.1% -$1.46K 1.52% 19
2023
Q1 		$1.48M Buy
23,021
+405
+2% +$27.1K 1.23% 26
2022
Q4 		$1.38M Buy
+22,616
New +$1.45M 1.11% 24

Other funds holding KMX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Lakewood Asset Management's KMX Position: Q1 2026 in Review

Lakewood Asset Management reduced its CarMax (KMX) stake by 25% in Q1 2026, selling an estimated $334K and leaving 22,549 shares worth $938K. The position accounts for 0.6% of the portfolio, ranked #41.

Lakewood Asset Management first reported a position in KMX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q1 2025. 547 funds tracked by Wall St. Rank hold KMX as of Q1 2026.

  • Lakewood Asset Management held 22,549 shares of CarMax worth $938K as of Q1 2026.
  • Lakewood Asset Management sold 7,640 CarMax shares in Q1 2026, an estimated $334K.
  • CarMax made up 0.6% of Lakewood Asset Management's portfolio in Q1 2026, its #41 holding.
  • Lakewood Asset Management first reported a position in CarMax in Q4 2022 and has held it in 14 quarters since.
  • Lakewood Asset Management's CarMax position peaked at $2.31M in Q1 2025.
  • 547 funds tracked by Wall St. Rank held CarMax as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.