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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $770.19 M.
Top institutional holders include Cliff Asness and Diamond Hill Capital.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $149.75 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 29.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for CarMax, Inc. (KMX)
Major holders include Cliff Asness ($306.43 M), Diamond Hill Capital ($162.68 M), First Pacific Advisors ($112.99 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 18.41 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $149.75 M, with 7 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited KMX. The total reported sell value was $130.14 M.
Yes, 1 managers opened new positions in KMX, and 6 increased their existing holdings. The total reported buy value was $279.89 M.
