KMX
CarMax, Inc. · Consumer Cyclical · Auto - Dealerships
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | +2 | 99.18M | $5.24B | +9 | −8 |
| Q1 2026 | 124 | -1 | 108.50M | $4.50B | +6 | −8 |
| Q4 2025 | 125 | 0 | 109.49M | $4.23B | +2 | −1 |
| Q3 2025 | 21 | -1 | 57.36M | $2.57B | n/a | −2 |
| Q2 2025 | 20 | -1 | 60.42M | $4.06B | n/a | −1 |
| Q1 2025 | 18 | +1 | 29.27M | $2.28B | +1 | n/a |
| Q4 2024 | 17 | 0 | 26.03M | $2.13B | +1 | −1 |
| Q3 2024 | 16 | +2 | 19.08M | $1.48B | +2 | n/a |
| Q2 2024 | 14 | n/a | 20.18M | $1.48B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | PRIMECAP Management ✦ | 5.41M | n/a | $396.90M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Norges Bank ✦ (pasivo) | 5.31M | n/a | $389.40M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.65M | n/a | $266.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 1.86M | n/a | $136.08M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Marshall Wace ✦ | 1.16M | n/a | $85.12M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 777.74K | n/a | $57.04M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 771.89K | n/a | $56.61M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 488.84K | n/a | $35.85M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 9 | T. Rowe Price ✦ | 219.29K | n/a | $16.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Baillie Gifford ✦ | 173.39K | n/a | $12.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Markel Group ✦ | 136.50K | n/a | $10.01M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 110.94K | n/a | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 104.27K | n/a | $7.65M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 11.40K | n/a | $836,076 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 540 tenedores, 151.61M acciones, $6.21B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.