Bryan Lawrence - Oakcliff Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $226,634,133
Holdings Activity Buys Sells    History
Holding/activity history for  CarMax, Inc. (KMX)
← All KMX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 2.91 $47.06–98.96 · VW $78.50i SEC
2020   Q1 77,276 2.91 Reduce 26.08% 1.43 $37.59–103.18 · VW $75.40i $4,160,000 SEC
2019   Q4 104,540 5.47 $87.67 $9,165,000 SEC
2019   Q3 104,540 6.22 Reduce 20.53% 1.73 $79.37–92.01 · VW $86.10i $9,200,000 SEC
2019   Q2 131,540 8.42 $86.83 $11,422,000 SEC
2019   Q1 131,540 6.67 Reduce 15.70% 1.26 $57.95–70.99 · VW $63.19i $9,181,000 SEC
2018   Q4 156,040 8.05 $62.73 $9,788,000 SEC
2018   Q3 156,040 8.65 Reduce 34.10% 4.45 $72.08–80.91 · VW $75.77i $11,652,000 SEC
2018   Q2 236,776 13.06 $72.87 $17,253,000 SEC
2018   Q1 236,776 12.55 Add 21.42% 2.21 $58.97–72.88 · VW $65.04i $14,665,000 SEC
2017   Q4 195,000 10.97 Add 14.71% 1.41 $64.13–77.64 · VW $70.13i $12,505,000 SEC
2017   Q3 170,000 10.87 $75.81 $12,887,000 SEC
2017   Q2 170,000 9.92 $63.06 $10,720,000 SEC
2017   Q1 170,000 9.63 $59.22 $10,067,000 SEC
Price snapshot:
Current price$54.87
52-week low$30.26
52-week high$66.23