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Equibles

MORGAN STANLEY

Position in KMX — Carmax Inc

CIK 895421 NEW YORK, NY
Back to KMX Full portfolio

Position in KMX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$115,111,054
+$9,716,616 QoQ
Shares Held
2,176,424
-14.1% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 555 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 91% Shared 0% None 9%

Common Shares in KMX Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $1,237,474,084 across 18 Auto & Truck Dealerships names. KMX ranks #3 (9.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CVNA
Carvana Co.
 6,370,368 $419,297,613
2 VVV
Valvoline Inc
 3,827,602 $151,343,373
3 KMX
Carmax Inc
This page 		2,176,424 $115,111,054
4 PAG
Penske Automotive Group, Inc.
 584,751 $104,641,185
5 AN
Autonation, Inc.
 518,466 $96,325,790
6 LAD
Lithia Motors Inc
 248,365 $72,147,542
7 OPLN
OPENLANE, Inc.
 1,718,880 $70,886,605
8 RUSHA
Rush Enterprises Inc \Tx\
 1,278,243 $60,827,163

All Filings in KMX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $115,111,054 2,176,424
2026-03-31 $105,394,438 2,534,739
2025-12-31 $88,875,974 2,300,103
2025-09-30 $111,405,026 2,482,840
2025-06-30 $162,261,937 2,414,253
2025-03-31 $166,348,751 2,134,866
2024-12-31 $152,285,269 1,862,589
2024-09-30 $154,766,570 2,000,085
2024-06-30 $138,409,003 1,887,224
2024-03-31 $169,147,577 1,941,770
2023-12-31 $139,029,545 1,811,696
2023-09-30 $107,280,146 1,516,756
2023-06-30 $111,018,919 1,326,391
2023-03-31 $93,746,717 1,458,412
2022-12-31 $94,310,322 1,548,864
2022-09-30 $102,068,301 1,546,021
2022-06-30 $170,892,828 1,888,736
2022-03-31 $128,923,616 1,336,273
2021-12-31 $134,336,798 1,031,535
2021-09-30 $120,207,795 939,417
2021-06-30 $125,031,790 968,113
2021-03-31 $86,711,746 653,639
2020-12-31 $66,756,013 706,712
2020-09-30 $52,045,965 566,271
2020-06-30 $52,755,512 589,118
2020-03-31 $38,721,747 719,334