← Top Holdings

KMXCARMAX INC

CUSIP: 143130102

4

Guru Owners

$189.5M

Total Value Held

3.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Steven Romick	First Pacific Advisors	3008564	$159.1M	1.97%	$52.89	Q2 2026
John Rogers	Ariel Investments	346538	$18.3M	0.18%	$52.89	Q2 2026
Tom Gayner	Markel Group	136500	$7.2M	0.05%	$52.89	Q2 2026
Hillman Value Fund	Hillman Capital Management	91385	$4.8M	3.50%	$52.89	Q2 2026

$159.1M

1.97%

$18.3M

0.18%

$7.2M

0.05%

Hillman Value Fund

$4.8M

3.50%

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '264 owners · $189.5M

INCREASEDSteven Romick$159.1M

REDUCEDJohn Rogers$18.3M

INCREASEDHillman Value Fund$4.8M

Q1 '265 owners · $158.6M

INCREASEDSteven Romick$124.0M

REDUCEDJohn Rogers$23.4M

REDUCEDHillman Value Fund$4.5M

REDUCEDRay Dalio$1.0M

Q4 '256 owners · $152.6M

INCREASEDSteven Romick$113.0M

REDUCEDJohn Rogers$21.8M

REDUCEDHillman Value Fund$4.3M

NEWRay Dalio$2.5M

SOLDFrancois Rochon

SOLDWallace Weitz

SOLDSequoia Fund

Q3 '258 owners · $258.3M

INCREASEDSteven Romick$111.3M

INCREASEDFrancois Rochon$74.9M

INCREASEDJohn Rogers$25.6M

INCREASEDHillman Value Fund$4.1M

REDUCEDSequoia Fund$201K

SOLDTom Bancroft

Q2 '259 owners · $398.9M

INCREASEDSteven Romick$163.4M

INCREASEDFrancois Rochon$111.3M

REDUCEDWallace Weitz$43.6M

REDUCEDJohn Rogers$37.2M

REDUCEDChuck Akre$10.1M

REDUCEDHillman Value Fund$5.4M

SOLDLee Ainslie

Q1 '2510 owners · $483.5M

INCREASEDSteven Romick$188.3M

REDUCEDFrancois Rochon$127.9M

REDUCEDWallace Weitz$62.7M

REDUCEDJohn Rogers$43.6M

REDUCEDTom Bancroft$21.2M

REDUCEDChuck Akre$16.0M

NEWHillman Value Fund$6.6M

NEWLee Ainslie$6.2M

INCREASEDSequoia Fund$489K

🏛️ Congressional Trades

KMX: Held by 4 superinvestors · 10 congress member trades

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-07-10

$1,001 - $15,0002025-06-23

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-10

BUYGil CisnerosD

$1,001 - $15,0002025-01-13

BUYGilbert CisnerosD

$1,001 - $15,0002025-01-13