Tom Bancroft - Makaira Partners
Period:    Q4 2025
Portfolio date:    31 Dec 2025
No. of stocks:    11
Portfolio value:    $127,897,188
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   Q3 0 0.00 Sell 100.00% 5.57 $42.75–71.99 · VW $55.71i SEC
2025   Q2 272,203 5.57 $67.21 $18,294,764 SEC
2025   Q1 272,203 7.11 Reduce 51.34% 3.66 $67.20–89.47 · VW $80.60i $21,210,058 SEC
2024   Q4 559,384 7.13 Reduce 17.02% 1.14 $69.95–91.25 · VW $80.17i $45,735,236 SEC
2024   Q3 674,134 6.71 Reduce 4.41% 0.30 $70.75–86.82 · VW $79.85i $52,164,489 SEC
2024   Q2 705,214 6.71 Reduce 39.87% 4.92 $65.83–86.61 · VW $72.65i $51,720,395 SEC
2024   Q1 1,172,755 12.33 Add 7.05% 0.81 $66.86–88.22 · VW $76.69i $102,158,688 SEC
2023   Q4 1,095,488 11.08 $76.74 $84,067,749 SEC
2023   Q3 1,095,488 10.10 Add 2.08% 0.21 $68.73–87.50 · VW $78.90i $77,483,866 SEC
2023   Q2 1,073,143 12.16 Add 1.80% 0.22 $61.15–87.06 · VW $73.89i $89,822,069 SEC
2023   Q1 1,054,173 8.85 Add 10.86% 0.87 $55.77–80.92 · VW $67.09i $67,762,240 SEC
2022   Q4 950,893 8.41 Add 2.67% 0.22 $52.10–76.64 · VW $63.59i $57,899,875 SEC
2022   Q3 926,201 10.12 Add 52.24% 3.47 $63.61–106.24 · VW $84.16i $61,148,000 SEC
2022   Q2 608,377 12.43 Add 32.72% 3.06 $84.37–105.90 · VW $93.38i $55,046,000 SEC
2022   Q1 458,377 10.27 $96.48 $44,224,000 SEC
2021   Q4 458,377 10.89 Add 4.80% 0.50 $121.65–155.98 · VW $138.00i $59,694,000 SEC
2021   Q3 437,377 11.83 $127.96 $55,967,000 SEC
2021   Q2 437,377 11.20 $129.15 $56,487,000 SEC
2021   Q1 437,377 12.26 $132.66 $58,022,000 SEC
2020   Q4 437,377 9.51 $94.46 $41,315,000 SEC
2020   Q3 437,377 11.11 $91.91 $40,199,000 SEC
2020   Q2 437,377 12.16 Reduce 25.00% 2.21 $47.06–98.96 · VW $78.50i $39,167,000 SEC
2020   Q1 583,169 8.83 Add 56.27% 3.18 $37.59–103.18 · VW $75.40i $31,392,000 SEC
2019   Q4 373,169 7.18 Reduce 30.16% 2.26 $83.39–100.49 · VW $92.50i $32,716,000 SEC
2019   Q3 534,342 7.48 $88.00 $47,022,000 SEC
2019   Q2 534,342 6.72 Reduce 25.66% 1.50 $68.24–88.64 · VW $79.74i $46,397,000 SEC
2019   Q1 718,765 5.86 Reduce 2.21% 0.13 $57.95–70.99 · VW $63.19i $50,169,000 SEC
2018   Q4 735,000 5.99 Buy 5.99 $55.24–75.34 · VW $65.69i $46,107,000 SEC
Price snapshot:
Current price$54.87
52-week low$30.26
52-week high$66.23