Position in KMX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$520,543
+$101,459 QoQ
Shares Held
9,842
-2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#295
of 553 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,522,859 across 7 Auto & Truck Dealerships names. KMX ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GPI |
Group 1 Automotive Inc
|
2,423 | $705,504 | |
| 2 | KMX |
Carmax Inc
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|
9,842 | $520,543 | |
| 3 | LAD |
Lithia Motors Inc
|
1,375 | $399,423 | |
| 4 | CVNA |
Carvana Co.
|
4,404 | $289,871 | |
| 5 | AN |
Autonation, Inc.
|
1,550 | $287,974 | |
| 6 | VVV |
Valvoline Inc
|
5,674 | $224,349 | |
| 7 | ACVA |
ACV Auctions Inc.
|
13,240 | $95,195 |
All Filings in KMX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,543 | 9,842 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $419,084 | 10,079 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $429,019 | 11,103 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $211,876 | 4,722 | Shares | Other | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||