ThornTree Capital Partners’s CarMax KMX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$40.8M	Buy	606,928 +136,860	+29%	+$9.2M	6.79%	5
2025 Q1	$36.6M	Buy	470,068 +34,500	+8%	+$2.69M	8.09%	3
2024 Q4	$35.6M	Buy	+435,568	New	+$35.6M	4.62%	8