Guru Ownership Trend
Guru Analysis for CarMax, Inc. (KMX)
CarMax, Inc. (KMX), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $820.79 M.
Top institutional holders include Cliff Asness and First Pacific Advisors.
Institutional sentiment is currently Bearish. This is evidenced by a $275.95 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 77.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for CarMax, Inc. (KMX)
Major holders include Cliff Asness ($348.96 M), First Pacific Advisors ($159.12 M), Diamond Hill Capital ($86.15 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 13.39 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $275.95 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited KMX. The total reported sell value was $299.67 M.
Yes, 3 managers opened new positions in KMX, and 2 increased their existing holdings. The total reported buy value was $23.72 M.
