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Timucuan Asset Management’s CarMax KMX Stock Holding History

Timucuan 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
2024
Q2 		– Sell
-1,551,152
Closed -$135M – 26
2024
Q1 		$135M Buy
1,551,152
+104,094
+7% +$7.87M 4.56% 13
2023
Q4 		$111M Buy
1,447,058
+552
+0% +$37.1K 3.88% 15
2023
Q3 		$102M Buy
1,446,506
+20,211
+1% +$1.66M 4.1% 14
2023
Q2 		$119M Sell
1,426,295
-2,809
-0.2% -$206K 4.69% 13
2023
Q1 		$91.9M Buy
1,429,104
+96,611
+7% +$6.47M 3.84% 15
2022
Q4 		$81.1M Buy
1,332,493
+130,612
+11% +$8.38M 3.52% 17
2022
Q3 		$79.3M Buy
1,201,881
+3,314
+0.3% +$303K 3.79% 17
2022
Q2 		$108M Buy
1,198,567
+20,406
+2% +$1.92M 5.04% 10
2022
Q1 		$114M Buy
1,178,161
+440,297
+60% +$47.4M 4.41% 15
2021
Q4 		$96.1M Buy
737,864
+23,119
+3% +$3.24M 3.52% 18
2021
Q3 		$91.5M Buy
714,745
+35,892
+5% +$4.78M 3.54% 17
2021
Q2 		$87.7M Buy
678,853
+3,591
+0.5% +$444K 3.47% 19
2021
Q1 		$89.6M Buy
675,262
+539
+0.1% +$65.6K 3.96% 16
2020
Q4 		$63.7M Buy
674,723
+3,415
+0.5% +$320K 3.26% 17
2020
Q3 		$61.7M Sell
671,308
-5,328
-0.8% -$532K 3.6% 17
2020
Q2 		$60.6M Buy
676,636
+68,032
+11% +$5.33M 3.92% 16
2020
Q1 		$32.8M Buy
+608,604
New +$51.5M 2.65% 16

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Timucuan Asset Management's KMX Position: Q2 2024 in Review

Timucuan Asset Management sold out of CarMax (KMX) in Q2 2024, closing a stake of 1,551,152 shares — an estimated $135M sold.

Timucuan Asset Management first reported a position in KMX in Q1 2020 and held it in 17 quarters. The position peaked at $135M in Q1 2024. 704 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

  • Timucuan Asset Management reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
  • Timucuan Asset Management sold 1,551,152 CarMax shares in Q2 2024, an estimated $135M.
  • Timucuan Asset Management first reported a position in CarMax in Q1 2020 and held it in 17 quarters.
  • Timucuan Asset Management's CarMax position peaked at $135M in Q1 2024.
  • 704 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on Timucuan Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.