TCAM
Turtle Creek Asset Management’s CarMax KMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181M | Buy |
2,690,850
+88,600
| +3% | +$5.95M | 5.25% | 6 |
|
|
2025
Q1 | $203M | Buy |
2,602,250
+12,179
| +0.5% | +$949K | 5.7% | 5 |
|
|
2024
Q4 | $212M | Buy |
2,590,071
+56,906
| +2% | +$4.65M | 5.51% | 5 |
|
|
2024
Q3 | $196M | Sell |
2,533,165
-238,287
| -9% | -$18.4M | 4.7% | 8 |
|
|
2024
Q2 | $203M | Buy |
2,771,452
+241,811
| +10% | +$17.7M | 5.23% | 4 |
|
|
2024
Q1 | $220M | Sell |
2,529,641
-22,181
| -0.9% | -$1.93M | 5.38% | 4 |
|
|
2023
Q4 | $196M | Buy |
2,551,822
+95,663
| +4% | +$7.34M | 5.17% | 4 |
|
|
2023
Q3 | $174M | Buy |
2,456,159
+154,400
| +7% | +$10.9M | 4.96% | 5 |
|
|
2023
Q2 | $193M | Sell |
2,301,759
-773,880
| -25% | -$64.8M | 5.52% | 3 |
|
|
2023
Q1 | $198M | Buy |
3,075,639
+155,700
| +5% | +$10M | 6.12% | 2 |
|
|
2022
Q4 | $178M | Buy |
2,919,939
+1,472,968
| +102% | +$89.7M | 6.27% | 2 |
|
|
2022
Q3 | $95.5M | Buy |
1,446,971
+397,891
| +38% | +$26.3M | 3.96% | 13 |
|
|
2022
Q2 | $94.9M | Buy |
1,049,080
+154,358
| +17% | +$14M | 3.68% | 15 |
|
|
2022
Q1 | $86.3M | Buy |
894,722
+409,208
| +84% | +$39.5M | 3.02% | 17 |
|
|
2021
Q4 | $63.2M | Buy |
485,514
+4,600
| +1% | +$599K | 2.09% | 20 |
|
|
2021
Q3 | $61.5M | Sell |
480,914
-52,454
| -10% | -$6.71M | 2.35% | 19 |
|
|
2021
Q2 | $68.9M | Buy |
533,368
+29,450
| +6% | +$3.8M | 2.91% | 16 |
|
|
2021
Q1 | $66.9M | Buy |
503,918
+129,750
| +35% | +$17.2M | 3.21% | 16 |
|
|
2020
Q4 | $35.3M | Buy |
374,168
+63,650
| +20% | +$6.01M | 1.96% | 18 |
|
|
2020
Q3 | $28.5M | Sell |
310,518
-50,550
| -14% | -$4.65M | 1.82% | 17 |
|
|
2020
Q2 | $32.3M | Sell |
361,068
-156,800
| -30% | -$14M | 2.14% | 15 |
|
|
2020
Q1 | $27.9M | Buy |
517,868
+103,568
| +25% | +$5.58M | 2.37% | 15 |
|
|
2019
Q4 | $36.3M | Sell |
414,300
-47,100
| -10% | -$4.13M | 2.42% | 15 |
|
|
2019
Q3 | $40.6M | Sell |
461,400
-16,300
| -3% | -$1.43M | 2.9% | 14 |
|
|
2019
Q2 | $41.5M | Sell |
477,700
-173,350
| -27% | -$15.1M | 3.12% | 15 |
|
|
2019
Q1 | $45.4M | Sell |
651,050
-29,363
| -4% | -$2.05M | 3.49% | 11 |
|
|
2018
Q4 | $42.7M | Buy |
680,413
+189,850
| +39% | +$11.9M | 3.75% | 13 |
|
|
2018
Q3 | $36.6M | Buy |
+490,563
| New | +$36.6M | 2.86% | 13 |
|