Position in KMX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,062,202
+$913,266 QoQ
Shares Held
25,546
+944.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $79,123,269 across 7 Auto & Truck Dealerships names. KMX ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGSI |
Boyd Group Services Inc.
|
550,447 | $70,380,153 | |
| 2 | OPLN |
OPENLANE, Inc.
|
249,041 | $7,259,545 | |
| 3 | KMX |
Carmax Inc
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|
25,546 | $1,062,202 | |
| 4 | CVNA |
Carvana Co.
|
1,328 | $417,496 | |
| 5 | RUSHA |
Rush Enterprises Inc \Tx\
|
23 | $1,520 | |
| 6 | CARG |
CarGurus, Inc.
|
40 | $1,362 | |
| 7 | GPI |
Group 1 Automotive Inc
|
3 | $991 |
All Filings in KMX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,062,202 | 25,546 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $148,936 | 2,446 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $660 | 10 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,317,192 | 25,610 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,486,802 | 46,505 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,103,880 | 46,870 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,286,027 | 41,310 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,257,696 | 40,710 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||