TCP
KMX icon

ThornTree Capital Partners’s CarMax KMX Stock Holding History

ThornTree Capital 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
Q3 		– Sell
-606,928
Closed -$40.8M – 19
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% +$2.77M 8.09% 3
2024
Q4 		$35.6M Buy
+435,568
New +$34.2M 4.62% 9

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

ThornTree Capital Partners's KMX Position: Q3 2025 in Review

ThornTree Capital Partners sold out of CarMax (KMX) in Q3 2025, closing a stake of 606,928 shares — an estimated $40.8M sold.

ThornTree Capital Partners first reported a position in KMX in Q4 2024 and held it in 3 quarters. The position peaked at $40.8M in Q2 2025. 622 funds tracked by Wall St. Rank hold KMX as of Q3 2025.

  • ThornTree Capital Partners reported no remaining CarMax position as of Q3 2025 after selling out during the quarter.
  • ThornTree Capital Partners sold 606,928 CarMax shares in Q3 2025, an estimated $40.8M.
  • ThornTree Capital Partners first reported a position in CarMax in Q4 2024 and held it in 3 quarters.
  • ThornTree Capital Partners's CarMax position peaked at $40.8M in Q2 2025.
  • 622 funds tracked by Wall St. Rank held CarMax as of Q3 2025.

Based on ThornTree Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.