Polymer Capital Management’s CarMax KMX Stock Holding History

Polymer Capital 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 Q2	$2.38M	Buy	45,021 +17,422	+63%	+$758K	0.32%	62
2026 Q1	$1.15M	Buy	27,599 +17,377	+170%	+$761K	0.12%	189
2025 Q4	$395K	Sell	10,222 -3,854	-27%	-$154K	0.04%	514
2025 Q3	$632K	Buy	+14,076	New	+$840K	0.07%	360
2025 Q2	–	Sell	-4,875	Closed	-$380K	–	694
2025 Q1	$380K	Buy	4,875 +1,647	+51%	+$132K	0.1%	300
2024 Q4	$264K	Buy	+3,228	New	+$254K	0.07%	188

Other funds holding KMX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SIM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

Polymer Capital Management's KMX Position: Q2 2026 in Review

Polymer Capital Management increased its CarMax (KMX) stake by 63% in Q2 2026, buying an estimated $758K and bringing the position to 45,021 shares worth $2.38M. The position accounts for 0.32% of the portfolio, ranked #62.

Polymer Capital Management first reported a position in KMX in Q4 2024 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold KMX as of Q2 2026.

Polymer Capital Management held 45,021 shares of CarMax worth $2.38M as of Q2 2026.
Polymer Capital Management bought 17,422 CarMax shares in Q2 2026, an estimated $758K.
CarMax made up 0.32% of Polymer Capital Management's portfolio in Q2 2026, its #62 holding.
Polymer Capital Management first reported a position in CarMax in Q4 2024 and has held it in 6 quarters since.
554 funds tracked by Wall St. Rank held CarMax as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.