True North Advisors’s CarMax KMX Stock Holding History

True North Advisors’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 Q1	$3.6M	Buy	+86,635	New	+$3.79M	0.41%	44
2025 Q4	–	Sell	-123,742	Closed	-$5.55M	–	264
2025 Q3	$5.55M	Buy	123,742 +49,450	+67%	+$2.95M	0.88%	21
2025 Q2	$4.99M	Buy	74,292 +17,513	+31%	+$1.18M	0.96%	21
2025 Q1	$4.42M	Buy	56,779 +8,117	+17%	+$651K	0.78%	26
2024 Q4	$3.98M	Buy	48,662 +225	+0.5%	+$17.7K	0.94%	18
2024 Q3	$3.75M	Buy	48,437 +2,350	+5%	+$186K	0.98%	16
2024 Q2	$3.38M	Buy	46,087 +16,111	+54%	+$1.16M	0.9%	16
2024 Q1	$2.61M	Buy	29,976 +7,267	+32%	+$550K	0.72%	24
2023 Q4	$1.74M	Buy	22,709 +9,420	+71%	+$633K	0.45%	35
2023 Q3	$940K	Buy	13,289 +861	+7%	+$70.5K	0.29%	68
2023 Q2	$1.04M	Buy	12,428 +3	+0%	+$220	0.29%	64
2023 Q1	$799K	Buy	12,425 +6,555	+112%	+$439K	0.24%	93
2022 Q4	$357K	Buy	+5,870	New	+$377K	0.12%	122

Other funds holding KMX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return