Position in KMX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,249,808
-$160,332 QoQ
Shares Held
99,259
-23.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#115
of 555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $21,901,369 across 14 Auto & Truck Dealerships names. KMX ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AN |
Autonation, Inc.
|
36,838 | $6,844,132 | |
| 2 | KMX |
Carmax Inc
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|
99,259 | $5,249,808 | |
| 3 | RUSHA |
Rush Enterprises Inc \Tx\
|
49,346 | $2,219,876 | |
| 4 | CVNA |
Carvana Co.
|
24,839 | $1,634,902 | |
| 5 | GPI |
Group 1 Automotive Inc
|
3,480 | $1,013,271 | |
| 6 | ACVA |
ACV Auctions Inc.
|
127,671 | $917,954 | |
| 7 | LAD |
Lithia Motors Inc
|
3,115 | $904,876 | |
| 8 | PAG |
Penske Automotive Group, Inc.
|
4,684 | $838,201 |
All Filings in KMX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,249,808 | 99,259 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,410,140 | 130,114 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,408,740 | 62,338 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,441,224 | 32,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,019,660 | 30,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,148,930 | 14,745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,314,537 | 16,078 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $831,757 | 10,749 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $765,229 | 10,434 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $942,965 | 10,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $740,541 | 9,650 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $638,408 | 9,026 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $758,154 | 9,058 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $561,228 | 8,731 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $573,462 | 9,418 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $614,712 | 9,311 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $965,783 | 10,674 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,215,648 | 12,600 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,650,925 | 12,677 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,530,145 | 11,958 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,523,970 | 11,800 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,721,396 | 12,976 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $707,033 | 7,485 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $664,233 | 7,227 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $636,073 | 7,103 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $671,636 | 12,477 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||