Position in KMX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,496,495
-$1,151,732 QoQ
Shares Held
85,016
-37.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $69,181,044 across 15 Auto & Truck Dealerships names. KMX ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
368,695 | $24,267,504 | |
| 2 | RUSHA |
Rush Enterprises Inc \Tx\
|
301,342 | $14,662,331 | |
| 3 | ABG |
Asbury Automotive Group Inc
|
27,580 | $5,545,785 | |
| 4 | KMX |
Carmax Inc
This page
|
85,016 | $4,496,495 | |
| 5 | LAD |
Lithia Motors Inc
|
13,003 | $3,777,241 | |
| 6 | AN |
Autonation, Inc.
|
20,185 | $3,750,171 | |
| 7 | PAG |
Penske Automotive Group, Inc.
|
17,729 | $3,172,604 | |
| 8 | GPI |
Group 1 Automotive Inc
|
8,570 | $2,495,326 |
All Filings in KMX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,496,495 | 85,016 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||