John Rogers's KMX Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 571.6K shares of CarMax, Inc. (KMX) worth $25.65 M, representing 0.27% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in KMX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 364.0K shares. Largest reduction occurred in Q2 2020, reducing 141.3K shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's CarMax (KMX) Holding Value Over Time
Track share changes against reported price movement
Quarterly CarMax (KMX) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +342,801 | New Buy | 342,801 | $69.80 |
| Q2 2019 | +74,420 | Add 21.71% | 417,221 | $86.83 |
| Q3 2019 | +1,741 | Add 0.42% | 418,962 | $88.00 |
| Q4 2019 | +58,588 | Add 13.98% | 477,550 | $87.67 |
| Q1 2020 | +71,463 | Add 14.96% | 549,013 | $53.83 |
| Q2 2020 | -141,278 | Reduce 25.73% | 407,735 | $89.55 |
| Q3 2020 | -80,436 | Reduce 19.73% | 327,299 | $91.91 |
| Q4 2020 | +75,968 | Add 23.21% | 403,267 | $94.46 |
| Q1 2021 | -54,746 | Reduce 13.58% | 348,521 | $132.66 |
| Q2 2021 | -444 | Reduce 0.13% | 348,077 | $129.15 |
| Q3 2021 | -29,888 | Reduce 8.59% | 318,189 | $127.96 |
| Q4 2021 | -29,823 | Reduce 9.37% | 288,366 | $130.23 |
| Q1 2022 | +152,644 | Add 52.93% | 441,010 | $96.48 |
| Q2 2022 | +42,956 | Add 9.74% | 483,966 | $90.48 |
| Q3 2022 | -465 | Reduce 0.10% | 483,501 | $66.02 |
| Q4 2022 | +364,008 | Add 75.29% | 847,509 | $60.89 |
| Q1 2023 | +49,830 | Add 5.88% | 897,339 | $64.28 |
| Q2 2023 | -97,770 | Reduce 10.90% | 799,569 | $83.70 |
| Q3 2023 | -29,674 | Reduce 3.71% | 769,895 | $70.73 |
| Q4 2023 | -88,127 | Reduce 11.45% | 681,768 | $76.74 |
| Q1 2024 | -28,621 | Reduce 4.20% | 653,147 | $87.11 |
| Q2 2024 | +56,856 | Add 8.70% | 710,003 | $73.34 |
| Q3 2024 | -281 | Reduce 0.04% | 709,722 | $77.38 |
| Q4 2024 | -88,979 | Reduce 12.54% | 620,743 | $81.76 |
| Q1 2025 | -61,594 | Reduce 9.92% | 559,149 | $77.92 |
| Q2 2025 | -6,172 | Reduce 1.10% | 552,977 | $67.21 |
| Q3 2025 | +18,628 | Add 3.37% | 571,605 | $44.87 |
John Rogers's CarMax Investment FAQs
John Rogers first purchased CarMax, Inc. (KMX) in Q1 2019, acquiring 342,801 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held CarMax, Inc. (KMX) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to CarMax, Inc. (KMX) was in Q4 2022, adding 847,509 shares worth $51.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 571,605 shares of CarMax, Inc. (KMX), valued at approximately $25.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CarMax, Inc. (KMX) represents approximately 0.27% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in CarMax, Inc. (KMX) was 897,339 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.