MORGAN STANLEY

Position in KMX — Carmax Inc

CIK 895421 NEW YORK, NY

Back to KMX Full portfolio

Position in KMX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$105,394,438

+$16,518,464 QoQ

Shares Held

2,534,739

+10.2% QoQ

Ownership

1.79%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in KMX Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $842,443,701 across 20 Auto & Truck Dealerships names. KMX ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VVV	Valvoline Inc	3,707,612	$124,872,364
2	KMX	Carmax Inc This page	2,534,739	$105,394,438
3	AN	Autonation, Inc.	486,837	$95,059,787
4	PAG	Penske Automotive Group, Inc.	577,672	$86,373,512
5	CVNA	Carvana Co.	1,348,296	$84,775,452
6	GPI	Group 1 Automotive Inc	185,642	$61,378,809
7	OPLN	OPENLANE, Inc.	1,877,119	$54,718,013
8	CARG	CarGurus, Inc.	1,365,642	$46,500,104

All Filings in KMX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$105,394,438	2,534,739	+10.2%	Shares	Defined	2026-05-15
2025-12-31	$88,875,974	2,300,103	-7.4%	Shares	Defined	2026-05-27
2025-09-30	$111,405,026	2,482,840	+2.8%	Shares	Defined	2026-05-27
2025-06-30	$162,261,937	2,414,253	+13.1%	Shares	Defined	2025-08-15
2025-03-31	$166,348,751	2,134,866	+14.6%	Shares	Defined	2025-05-15
2024-12-31	$152,285,269	1,862,589	-6.9%	Shares	Defined	2025-05-15
2024-09-30	$154,766,570	2,000,085	+6.0%	Shares	Defined	2025-05-14
2024-06-30	$138,409,003	1,887,224	-2.8%	Shares	Defined	2025-05-14
2024-03-31	$169,147,577	1,941,770	+7.2%	Shares	Defined	2024-10-17
2023-12-31	$139,029,545	1,811,696	+19.4%	Shares	Defined	2024-08-16
2023-09-30	$107,280,146	1,516,756	+14.4%	Shares	Defined	2023-11-15
2023-06-30	$111,018,919	1,326,391	-9.1%	Shares	Defined	2023-08-14
2023-03-31	$93,746,717	1,458,412	-5.8%	Shares	Defined	2023-05-15
2022-12-31	$94,310,322	1,548,864	+0.2%	Shares	Defined	2023-02-14
2022-09-30	$102,068,301	1,546,021	-18.1%	Shares	Defined	2022-11-14
2022-06-30	$170,892,828	1,888,736	+41.3%	Shares	Defined	2022-10-27
2022-03-31	$128,923,616	1,336,273	+29.5%	Shares	Defined	2022-10-27
2021-12-31	$134,336,798	1,031,535	+9.8%	Shares	Defined	2022-02-14
2021-09-30	$120,207,795	939,417	-3.0%	Shares	Defined	2021-11-15
2021-06-30	$125,031,790	968,113	+48.1%	Shares	Defined	2021-08-23
2021-03-31	$86,711,746	653,639	-7.5%	Shares	Defined	2021-05-17
2020-12-31	$66,756,013	706,712	+24.8%	Shares	Defined	2021-02-16
2020-09-30	$52,045,965	566,271	-3.9%	Shares	Defined	2020-11-13
2020-06-30	$52,755,512	589,118	-18.1%	Shares	Defined	2020-08-14
2020-03-31	$38,721,747	719,334	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.