CarMax, Inc.
MX ˙ BMV ˙ US1431301027
SecurityMX:KMX / CarMax, Inc.
InstitutionBanyan Capital Management, Inc.
Latest Disclosed Ownership172,211 shares
Latest Disclosed Value $ 7,160,533
Banyan Capital Management, Inc. reports 17.75% increase in ownership of KMX / CarMax, Inc.

On May 1, 2026 - Banyan Capital Management, Inc. filed a 13F-HR form disclosing ownership of 172,211 shares of CarMax, Inc. (MX:KMX) valued at $7,160,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 146,248 shares of CarMax, Inc.. This represents a change in shares of 17.75% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F CARMAX STOCK 143130102 172,211 25,963 17.75 7,161 26.70 3.0857
2026-02-02 2025-12-31 13F CARMAX STOCK 143130102 146,248 -31,622 -17.78 5,651 -29.19 2.4560
2025-11-03 2025-09-30 13F CARMAX STOCK 143130102 177,870 37,043 26.30 7,981 -15.67 3.6247
2025-07-15 2025-06-30 13F CARMAX STOCK 143130102 140,827 8,478 6.41 9,465 -8.22 4.8670
2025-05-02 2025-03-31 13F CARMAX STOCK 143130102 132,349 1,710 1.31 10,313 -3.45 5.8247
2025-02-03 2024-12-31 13F CARMAX STOCK 143130102 130,639 48 0.04 10,681 5.70 6.4072
2024-11-07 2024-09-30 13F CARMAX STOCK 143130102 130,591 -1,100 -0.84 10,105 4.63 5.8547
2024-08-12 2024-06-30 13F CARMAX STOCK 143130102 131,691 1,710 1.32 9,658 87,700.00 5.8350
2024-05-03 2024-03-31 13F CARMAX STOCK 143130102 129,981 772 0.60 11 22.22 6.4192
2024-01-09 2023-12-31 13F CARMAX COM 143130102 129,209 1,325 1.04 10 0.00 6.0811
2023-11-09 2023-09-30 13F CARMAX STOCK 143130102 127,884 -422 -0.33 9 -10.00 5.8786
2023-08-03 2023-06-30 13F CARMAX STOCK 143130102 128,306 0 0.00 11 25.00 7.1032
2023-05-11 2023-03-31 13F CARMAX STOCK 143130102 128,306 43,948 52.10 8 60.00 6.0134
2023-01-19 2022-12-31 13F CARMAX STOCK 143130102 84,358 120 0.14 5 -99.91 3.8167
2022-11-14 2022-09-30 13F CARMAX STOCK 143130102 84,238 13,264 18.69 5,561 -13.41 4.1384
2022-08-11 2022-06-30 13F CARMAX STOCK 143130102 70,974 0 0.00 6,422 -6.22 4.3315
2022-05-13 2022-03-31 13F CARMAX COM 143130102 70,974 -285 -0.40 6,848 -26.21 3.9923
2022-02-14 2021-12-31 13F CARMAX COM 143130102 71,259 -6,015 -7.78 9,280 -6.15 5.3572
2021-11-01 2021-09-30 13F CARMAX STOCK 143130102 77,274 -444 -0.57 9,888 -1.48 6.2937
2021-08-03 2021-06-30 13F CARMAX COM 143130102 77,718 -1,840 -2.31 10,037 -4.90 6.2460
2021-05-04 2021-03-31 13F/A-1 CARMAX STOCK 143130102 79,558 -3,205 -3.87 10,554 35.00 6.9897
2021-05-04 2021-03-31 13F CARMAX STOCK 143130102 79,558 -3,205 10,554 6.9897
2021-02-12 2020-12-31 13F CARMAX COM 143130102 82,763 -2,199 -2.59 7,818 0.12 5.6326
2020-11-12 2020-09-30 13F CARMAX STOCK 143130102 84,962 -6,049 -6.65 7,809 -4.18 6.5105
2020-08-14 2020-06-30 13F/A-1 CARMAX COM 143130102 91,011 -10 -0.01 8,150 66.33 7.5043
2020-08-14 2020-06-30 13F CARMAX COM 143130102 90,226 -795 8,079 7,507,596.8070
2020-05-04 2020-03-31 13F CARMAX Stock 143130102 91,021 -35 -0.04 4,900 -38.61 5.1993
2020-01-13 2019-12-31 13F CARMAX COM 143130102 91,056 -298 -0.33 7,982 -0.71 6.9586
2019-10-07 2019-09-30 13F CARMAX COM 143130102 91,354 -4,121 -4.32 8,039 -3.03 7.6203
2019-08-01 2019-06-30 13F CARMAX COM 143130102 95,475 128 0.13 8,290 24.57 7.7795
2019-05-09 2019-03-31 13F Carmax COM 143130102 95,347 4,681 5.16 6,655 17.02 6.7889
2019-02-14 2018-12-31 13F/A-1 Carmax COM 143130102 90,666 90,666 5,687 6.3604
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.