Position in KMX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,648,227
+$3,181,720 QoQ
Shares Held
135,840
+112.8% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.625.ToString("F0")%
Shared 0.ToString("F0")%
None 99.375.ToString("F0")%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $33,355,856 across 16 Auto & Truck Dealerships names. KMX ranks #1 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
This page
|
135,840 | $5,648,227 | |
| 2 | RUSHA |
Rush Enterprises Inc \Tx\
|
77,464 | $5,121,145 | |
| 3 | CARG |
CarGurus, Inc.
|
144,727 | $4,927,954 | |
| 4 | GPI |
Group 1 Automotive Inc
|
9,201 | $3,042,126 | |
| 5 | AN |
Autonation, Inc.
|
14,127 | $2,758,438 | |
| 6 | ABG |
Asbury Automotive Group Inc
|
13,169 | $2,573,354 | |
| 7 | CVNA |
Carvana Co.
|
27,397 | $1,722,613 | |
| 8 | MCW |
Mister Car Wash, Inc.
|
224,239 | $1,562,945 |
All Filings in KMX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,648,227 | 135,840 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,466,507 | 63,833 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,503,682 | 33,512 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,739,327 | 25,879 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,390,638 | 17,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,368,170 | 16,734 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,070,397 | 13,833 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $958,332 | 13,067 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,142,360 | 13,114 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $910,596 | 11,866 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,032,657 | 14,600 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,836,628 | 21,943 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,312,083 | 20,412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,046,699 | 17,190 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,193,971 | 18,085 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,064,663 | 22,819 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,395,501 | 24,829 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,804,727 | 13,858 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,784,274 | 13,944 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,648,858 | 12,767 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,632,248 | 12,304 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,259,907 | 13,338 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,098,784 | 11,955 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,031,347 | 11,517 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $637,401 | 11,841 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||