Position in KMX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$8,982,525
-$147,758 QoQ
Shares Held
216,030
-8.6% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Derivatives in KMX
reported options exposure · as of Mar 31, 2026CallValue
$1,871,100
CallShares
45,000
PutValue
$1,871,100
PutShares
45,000
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $305,049,436 across 18 Auto & Truck Dealerships names. KMX ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
769,190 | $241,817,950 | |
| 2 | LAD |
Lithia Motors Inc
|
62,623 | $15,638,214 | |
| 3 | GPI |
Group 1 Automotive Inc
|
28,708 | $9,491,725 | |
| 4 | KMX |
Carmax Inc
This page
|
216,030 | $8,982,525 | |
| 5 | ABG |
Asbury Automotive Group Inc
|
44,768 | $8,748,113 | |
| 6 | CARG |
CarGurus, Inc.
|
154,234 | $5,251,666 | |
| 7 | AN |
Autonation, Inc.
|
24,300 | $4,744,816 | |
| 8 | VVV |
Valvoline Inc
|
106,346 | $3,581,731 |
All Filings in KMX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,982,525 | 216,030 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $1,871,100 | 45,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $1,871,100 | 45,000 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $9,130,283 | 236,291 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,094,481 | 380,978 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,761,795 | 442,818 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,125,583 | 425,123 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,423,927 | 469,960 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $43,270,044 | 559,189 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $51,001,293 | 695,409 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $63,324,352 | 726,947 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $51,530,601 | 671,496 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $50,067,218 | 707,864 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,828,231 | 750,636 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $48,246,574 | 750,569 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $44,581,281 | 732,161 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $60,377,928 | 914,540 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $88,091,054 | 973,597 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $101,136,606 | 1,048,265 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $130,988,066 | 1,005,821 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $129,021,938 | 1,008,299 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $106,686,940 | 826,070 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $120,847,819 | 910,959 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $96,461,416 | 1,021,188 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $6,045,440 | 64,000 | Call | Defined | 2021-02-09 | |
| 2020-12-31 | $2,522,082 | 26,700 | Put | Defined | 2021-02-09 | |
| 2020-09-30 | $157,168,579 | 1,710,027 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $162,200,211 | 1,811,281 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $74,190,226 | 1,378,232 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||