Position in KMX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,182,188
+$479,785 QoQ
Shares Held
154,702
-16.5% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 128 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Derivatives in KMX
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$54,166
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $24,652,968 across 15 Auto & Truck Dealerships names. KMX ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
This page
|
154,702 | $8,182,188 | |
| 2 | AN |
Autonation, Inc.
|
22,081 | $4,102,428 | |
| 3 | CVNA |
Carvana Co.
|
47,734 | $3,141,851 | |
| 4 | SAH |
Sonic Automotive Inc
|
32,767 | $2,778,313 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
6,209 | $1,111,100 | |
| 6 | RUSHA |
Rush Enterprises Inc Tx
|
14,171 | $1,034,341 | |
| 7 | LAD |
Lithia Motors Inc
|
3,342 | $970,817 | |
| 8 | ACVA |
ACV Auctions Inc.
|
88,289 | $634,797 |
All Filings in KMX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,182,188 | 154,702 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,702,403 | 185,243 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,400,358 | 88,001 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,864,393 | 41,551 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,936,592 | 88,329 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,751,563 | 22,479 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,989,554 | 36,565 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $54,166 | 700 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $1,402,280 | 18,122 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $731,786 | 9,978 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $51,338 | 700 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $60,977 | 700 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $744,877 | 8,551 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $153,480 | 2,000 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $603,176 | 7,860 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $595,617 | 8,421 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $141,460 | 2,000 | Put | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||