Tortoise Investment Management’s CarMax KMX Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-2	Closed	-$90	–	868
2025 Q3	$90	Buy	+2	New	+$119	﹤0.01%	1403

Other funds holding KMX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SIM

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

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

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's KMX Position: Q4 2025 in Review

Tortoise Investment Management sold out of CarMax (KMX) in Q4 2025, closing a stake of 2 shares — an estimated $90 sold.

Tortoise Investment Management first reported a position in KMX in Q3 2025 and held it in 1 quarter. The position peaked at $90 in Q3 2025. 538 funds tracked by Wall St. Rank hold KMX as of Q4 2025.

Tortoise Investment Management reported no remaining CarMax position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 CarMax shares in Q4 2025, an estimated $90.
Tortoise Investment Management first reported a position in CarMax in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's CarMax position peaked at $90 in Q3 2025.
538 funds tracked by Wall St. Rank held CarMax as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.