Position in KMX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,602,283
-$1,950,020 QoQ
Shares Held
86,635
-30.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026True North Advisors, LLC holds $4,345,003 across 2 Auto & Truck Dealerships names. KMX ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMX |
Carmax Inc
This page
|
86,635 | $3,602,283 | |
| 2 | ACVA |
ACV Auctions Inc.
|
175,170 | $742,720 |
All Filings in KMX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,602,283 | 86,635 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $5,552,303 | 123,742 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,993,165 | 74,292 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,424,219 | 56,779 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,978,605 | 48,662 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,748,055 | 48,437 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,380,020 | 46,087 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,611,209 | 29,976 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,742,688 | 22,709 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $939,930 | 13,289 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,040,223 | 12,428 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $798,679 | 12,425 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $357,424 | 5,870 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||