Position in KMX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,849,062
+$386,848 QoQ
Shares Held
44,470
+17.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Summit Trail Advisors, LLC holds $11,385,743 across 9 Auto & Truck Dealerships names. KMX ranks #4 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
68,848 | $2,318,800 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
13,709 | $2,049,769 | |
| 3 | CVNA |
Carvana Co.
|
6,173 | $1,940,667 | |
| 4 | KMX |
Carmax Inc
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|
44,470 | $1,849,062 | |
| 5 | AN |
Autonation, Inc.
|
7,206 | $1,407,043 | |
| 6 | LAD |
Lithia Motors Inc
|
5,076 | $1,267,578 | |
| 7 | DRVN |
Driven Brands Holdings Inc.
|
33,750 | $425,587 | |
| 8 | CWH |
Camping World Holdings, Inc.
|
12,376 | $84,528 |
All Filings in KMX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,849,062 | 44,470 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,462,214 | 37,842 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,087,262 | 46,518 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,664,522 | 24,766 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $848,239 | 10,962 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $876,046 | 11,945 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $682,681 | 7,837 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $474,176 | 6,179 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $659,132 | 9,319 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $609,084 | 7,277 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $380,730 | 5,923 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $240,454 | 3,949 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $215,159 | 3,259 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||