Position in KMX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,681,725
+$789,088 QoQ
Shares Held
69,611
+0.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 553 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, 2026NewEdge Advisors, LLC holds $10,669,345 across 10 Auto & Truck Dealerships names. KMX ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
93,271 | $6,139,097 | |
| 2 | KMX |
Carmax Inc
This page
|
69,611 | $3,681,725 | |
| 3 | VVV |
Valvoline Inc
|
10,679 | $422,247 | |
| 4 | AN |
Autonation, Inc.
|
1,500 | $278,685 | |
| 5 | GPI |
Group 1 Automotive Inc
|
386 | $112,391 | |
| 6 | LAD |
Lithia Motors Inc
|
65 | $18,881 | |
| 7 | OPLN |
OPENLANE, Inc.
|
150 | $6,186 | |
| 8 | CARG |
CarGurus, Inc.
|
171 | $5,829 |
All Filings in KMX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,681,725 | 69,611 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,892,637 | 69,568 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,649,155 | 42,680 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,553,013 | 56,898 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,558,079 | 38,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,810,886 | 36,074 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,931,668 | 35,857 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,694,758 | 34,825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,191,179 | 29,877 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,584,205 | 29,666 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,979,508 | 25,795 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,060,506 | 29,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,526,066 | 30,180 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,034,783 | 31,655 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,270 | 27,822 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,655,979 | 25,083 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,776,303 | 19,632 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,078,758 | 21,546 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,794,605 | 21,459 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,097,136 | 16,389 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,595,260 | 12,352 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $775,265 | 5,844 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $579,417 | 6,134 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $515,982 | 5,614 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $484,913 | 5,415 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $303,493 | 5,638 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||