Which hedge funds own KMX? CARMAX INC, Q2 2026 13F holders
65 tracked hedge funds disclosed a position in KMX (CARMAX INC) in their Q2 2026 13F filings, worth $2.2bn in total. The largest holder by portfolio weight is Rings Capital Management LLC at 25.5% of its book. 19 opened a new position this quarter: Hawk Ridge Capital Management LP, Slate Path Capital LP, J. Goldman & Co LP, iSAM Funds (UK) Ltd. 13 exited: Twinbeech Capital LP, Cygnus Capital Advisors, LLC, FORA Capital, LLC.
- 65
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $370m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $29.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.2bn
- Combined value Sum of the holders' reported positions in the security.
- 5.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Twinbeech Capital LP | 0.5% | $4.5m |
| Cygnus Capital Advisors, LLC | 0.2% | $324k |
| FORA Capital, LLC | 0.2% | $3.0m |
| Delta Global Management LP | 0.2% | $2.2m |
| Numerai GP LLC | 0.1% | $1.4m |
| Aquatic Capital Management LLC | 0.06% | $2.1m |
| Machina Capital S.A.S. | 0.06% | $305k |
| Entropy Technologies, LP | 0.02% | $478k |
| Caption Management, LLC | 0.01% | $306k |
| Marshall Wace, LLP | 0.01% | $13.3m |
| Weiss Asset Management LP | 0.01% | $632k |
| Centiva Capital, LP | 0.01% | $223k |
| Bridgewater Associates, LP | 0.0% | $1.0m |
Ownership over time
Who discovered KMX first? Beta
The run: Q4 2008 → Q1 2021, ×17
| Broad Run Investment Management high conviction | Q2 2013 | – | +7.9 pts |
| Ruane, Cunniff & Goldfarb (Sequoia Fund) high conviction | Q4 2016 | 0.01% | +5.4 pts |
| Akre Capital Management (Chuck Akre) high conviction | Q3 2003 | – | +5.2 pts |
| Abrams Bison Investments, LLC high conviction | Q4 2014 | – | +1.1 pts |
| Baillie Gifford | Q4 2012 | 0.07% | +0.6 pts |
| Scopus Asset Management, L.P. | Q4 2014 | – | +0.3 pts |
| Shellback Capital, LP | Q1 2015 | – | +0.2 pts |
| Sirios Capital Management L P | Q2 2017 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.