Position in KMX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$47,759
-$554,560 QoQ
Shares Held
903
-94.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#423
of 553 holders
Holding Since
Mar 2023
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 Jun 30, 2026Cape Investment Advisory, Inc. holds $78,357 across 5 Auto & Truck Dealerships names. KMX ranks #1 (61.0% of the industry book) .
All Filings in KMX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,759 | 903 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $602,319 | 15,588 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $716,528 | 15,969 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $1,061,380 | 15,792 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $1,186,254 | 15,224 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $1,271,695 | 15,554 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $1,197,455 | 15,475 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,124,742 | 15,336 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,076,853 | 12,362 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $941,906 | 12,274 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $846,496 | 11,968 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $970,501 | 11,595 | Shares | Defined | 2023-10-12 | |
| 2023-03-31 | $742,176 | 11,546 | Shares | Defined | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||