Francois Rochon's KMX Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 0 shares of CarMax, Inc. (KMX) worth $0, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in KMX, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 207,770 shares. Largest reduction occurred in Q4 2025, reducing 1.67 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's CarMax (KMX) Holding Value Over Time
Track share changes against reported price movement
Quarterly CarMax (KMX) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.67 M | Sold Out | 0 | $0.00 |
| Q3 2025 | +14,184 | Add 0.86% | 1.67 M | $44.87 |
| Q2 2025 | +14,308 | Add 0.87% | 1.66 M | $67.21 |
| Q1 2025 | -41,247 | Reduce 2.45% | 1.64 M | $77.92 |
| Q4 2024 | +45,744 | Add 2.79% | 1.68 M | $81.76 |
| Q3 2024 | +42,177 | Add 2.64% | 1.64 M | $77.38 |
| Q2 2024 | +12,550 | Add 0.79% | 1.59 M | $73.34 |
| Q1 2024 | +48,824 | Add 3.18% | 1.58 M | $87.11 |
| Q4 2023 | +13,136 | Add 0.86% | 1.53 M | $76.74 |
| Q3 2023 | +20,198 | Add 1.35% | 1.52 M | $70.73 |
| Q2 2023 | +72,181 | Add 5.05% | 1.5 M | $83.70 |
| Q1 2023 | -7,248 | Reduce 0.50% | 1.43 M | $64.28 |
| Q4 2022 | +207,770 | Add 16.93% | 1.44 M | $60.89 |
| Q3 2022 | +30,633 | Add 2.56% | 1.23 M | $66.02 |
| Q2 2022 | +44,923 | Add 3.90% | 1.2 M | $90.48 |
| Q1 2022 | +42,742 | Add 3.85% | 1.15 M | $96.48 |
| Q4 2021 | -50,340 | Reduce 4.34% | 1.11 M | $130.23 |
| Q3 2021 | +48,715 | Add 4.39% | 1.16 M | $127.96 |
| Q2 2021 | +41,540 | Add 3.88% | 1.11 M | $129.15 |
| Q1 2021 | -46,613 | Reduce 4.18% | 1.07 M | $132.66 |
| Q4 2020 | +37,322 | Add 3.46% | 1.12 M | $94.46 |
| Q3 2020 | +12,237 | Add 1.15% | 1.08 M | $91.91 |
| Q2 2020 | -36,215 | Reduce 3.28% | 1.07 M | $89.55 |
| Q1 2020 | -67,385 | Reduce 5.76% | 1.1 M | $53.83 |
| Q4 2019 | -53,130 | Reduce 4.34% | 1.17 M | $87.67 |
| Q3 2019 | +3,003 | Add 0.25% | 1.22 M | $88.00 |
| Q2 2019 | +31,307 | Add 2.63% | 1.22 M | $86.83 |
| Q1 2019 | +33,205 | Add 2.87% | 1.19 M | $69.80 |
| Q4 2018 | -13,912 | Reduce 1.19% | 1.16 M | $62.73 |
| Q3 2018 | +61,604 | Add 5.56% | 1.17 M | $74.67 |
| Q2 2018 | +16,313 | Add 1.49% | 1.11 M | $72.87 |
| Q1 2018 | +58,738 | Add 5.69% | 1.09 M | $61.94 |
| Q4 2017 | +97,703 | Add 10.45% | 1.03 M | $64.13 |
| Q3 2017 | +34,838 | Add 3.87% | 935,147 | $75.81 |
| Q2 2017 | +32,689 | Add 3.77% | 900,309 | $63.06 |
| Q1 2017 | +16,738 | Add 1.97% | 867,620 | $59.22 |
| Q4 2016 | +8,686 | Add 1.03% | 850,882 | $64.39 |
| Q3 2016 | +3,312 | Add 0.39% | 842,196 | $53.35 |
| Q2 2016 | +13,791 | Add 1.67% | 838,884 | $49.03 |
| Q1 2016 | +144,426 | Add 21.22% | 825,093 | $51.10 |
| Q4 2015 | +27,833 | Add 4.26% | 680,667 | $53.97 |
| Q3 2015 | +119,650 | Add 22.44% | 652,834 | $59.32 |
| Q2 2015 | +26,433 | Add 5.22% | 533,184 | $66.21 |
| Q1 2015 | +506,751 | Add 0.00% | 506,751 | $69.01 |
Francois Rochon's CarMax Investment FAQs
Francois Rochon first purchased CarMax, Inc. (KMX) in Q1 2015, acquiring 506,751 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held CarMax, Inc. (KMX) for 44 quarters since Q1 2015.
Francois Rochon's largest addition to CarMax, Inc. (KMX) was in Q1 2015, adding 506,751 shares worth $34.97 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 0 shares of CarMax, Inc. (KMX), valued at approximately $0.
As of the Q4 2025 filing, CarMax, Inc. (KMX) represents approximately 0.00% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in CarMax, Inc. (KMX) was 1,682,869 shares, as reported at the end of Q4 2024.