Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
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
2025   Q4 0 0.00 Sell 100.00% 2.54 $30.26–47.44 · VW $40.01i SEC
2025   Q3 1,670,114 2.54 Add 0.86% 0.02 $42.75–71.99 · VW $55.71i $74,938,015 SEC
2025   Q2 1,655,930 3.82 Add 0.87% 0.03 $61.34–82.79 · VW $67.43i $111,295,055 SEC
2025   Q1 1,641,622 4.72 Reduce 2.45% 0.12 $67.20–89.47 · VW $80.60i $127,915,186 SEC
2024   Q4 1,682,869 5.03 Add 2.79% 0.14 $69.95–91.25 · VW $80.17i $137,591,369 SEC
2024   Q3 1,637,125 4.82 Add 2.64% 0.12 $70.75–86.82 · VW $79.85i $126,680,733 SEC
2024   Q2 1,594,948 4.94 Add 0.79% 0.04 $65.83–86.61 · VW $72.65i $116,973,486 SEC
2024   Q1 1,582,398 5.61 Add 3.18% 0.17 $66.86–88.22 · VW $76.69i $137,842,690 SEC
2023   Q4 1,533,574 5.53 Add 0.86% 0.05 $59.66–84.20 · VW $68.09i $117,686,469 SEC
2023   Q3 1,520,438 5.84 Add 1.35% 0.08 $68.73–87.50 · VW $78.90i $107,540,580 SEC
2023   Q2 1,500,240 6.61 Add 5.05% 0.32 $61.15–87.06 · VW $73.89i $125,570,088 SEC
2023   Q1 1,428,059 5.53 Reduce 0.50% 0.03 $55.77–80.92 · VW $67.09i $91,795,633 SEC
2022   Q4 1,435,307 5.40 Add 16.93% 0.78 $52.10–76.64 · VW $63.59i $87,395,843 SEC
2022   Q3 1,227,537 5.49 Add 2.56% 0.14 $63.61–106.24 · VW $84.16i $81,042,000 SEC
2022   Q2 1,196,904 7.14 Add 3.90% 0.27 $84.37–105.90 · VW $93.38i $108,296,000 SEC
2022   Q1 1,151,981 6.27 Add 3.85% 0.23 $95.04–130.57 · VW $107.08i $111,143,000 SEC
2021   Q4 1,109,239 7.71 Reduce 4.34% 0.38 $121.65–155.98 · VW $138.00i $144,456,000 SEC
2021   Q3 1,159,579 8.85 Add 4.39% 0.37 $122.51–147.73 · VW $132.14i $148,380,000 SEC
2021   Q2 1,110,864 8.73 Add 3.88% 0.33 $112.63–138.77 · VW $125.54i $143,468,000 SEC
2021   Q1 1,069,324 9.49 Reduce 4.18% 0.34 $92.13–136.54 · VW $120.15i $141,857,000 SEC
2020   Q4 1,115,937 8.08 Add 3.46% 0.27 $84.70–101.16 · VW $93.08i $105,411,000 SEC
2020   Q3 1,078,615 9.09 Add 1.15% 0.10 $85.71–109.31 · VW $98.05i $99,136,000 SEC
2020   Q2 1,066,378 9.50 Reduce 3.28% 0.25 $47.06–98.96 · VW $78.50i $95,494,000 SEC
2020   Q1 1,102,593 7.56 Reduce 5.76% 0.53 $37.59–103.18 · VW $75.40i $59,353,000 SEC
2019   Q4 1,169,978 9.28 Reduce 4.34% 0.47 $83.39–100.49 · VW $92.50i $102,572,000 SEC
2019   Q3 1,223,108 10.73 Add 0.25% 0.03 $79.37–92.01 · VW $86.10i $107,634,000 SEC
2019   Q2 1,220,105 10.70 Add 2.63% 0.27 $68.24–88.64 · VW $79.74i $105,942,000 SEC
2019   Q1 1,188,798 9.52 Add 2.87% 0.27 $57.95–70.99 · VW $63.19i $82,978,000 SEC
2018   Q4 1,155,593 9.55 Reduce 1.19% 0.12 $55.24–75.34 · VW $65.69i $72,490,000 SEC
2018   Q3 1,169,505 10.50 Add 5.56% 0.55 $72.08–80.91 · VW $75.77i $87,327,000 SEC
2018   Q2 1,107,901 11.35 Add 1.49% 0.17 $57.05–81.67 · VW $68.19i $80,733,000 SEC
2018   Q1 1,091,588 9.84 Add 5.69% 0.53 $58.97–72.88 · VW $65.04i $67,613,000 SEC
2017   Q4 1,032,850 9.89 Add 10.45% 0.94 $64.13–77.64 · VW $70.13i $66,237,000 SEC
2017   Q3 935,147 11.33 Add 3.87% 0.42 $62.22–76.40 · VW $68.90i $70,893,000 SEC
2017   Q2 900,309 10.07 Add 3.77% 0.37 $54.29–65.80 · VW $60.34i $56,773,000 SEC
2017   Q1 867,620 9.45 Add 1.97% 0.18 $57.83–69.11 · VW $64.10i $51,380,000 SEC
2016   Q4 850,882 10.30 Add 1.03% 0.11 $47.50–66.64 · VW $56.24i $54,788,000 SEC
2016   Q3 842,196 12.45 Add 0.39% 0.05 $47.00–60.81 · VW $55.96i $44,931,000 SEC
2016   Q2 838,884 11.98 Add 1.67% 0.20 $45.06–55.99 · VW $51.16i $41,130,000 SEC
2016   Q1 825,093 12.54 Add 21.22% 2.20 $41.25–53.23 · VW $47.12i $42,162,000 SEC
2015   Q4 680,667 10.65 Add 4.26% 0.44 $50.57–60.59 · VW $56.28i $36,736,000 SEC
2015   Q3 652,834 11.37 Add 22.44% 2.08 $55.27–68.99 · VW $61.38i $38,726,000 SEC
2015   Q2 533,184 10.03 Add 5.22% 0.50 $65.96–75.40 · VW $69.83i $35,302,000 SEC
2015   Q1 506,751 8.86 $69.01 $34,971,000 SEC
Price snapshot:
Current price$54.87
52-week low$30.26
52-week high$66.23