Is CarMax, Inc. (KMX) A Good Stock To Buy Now?
Is KMX a good stock to buy? We came across a bullish thesis on CarMax, Inc. on Deep Research Global’s Substack. In this article, we will summarize the bulls’ thesis on KMX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 10,060,502 | $412,581,185 | +27% | 0.19% |
| 2. | Starboard Value LP Jeffrey Smith | 6,201,362 | $257,852,632 | 5.64% | |
| 3. | SRS Investment Management Karthik Sarma | 5,651,674 | $234,996,605 | +1% | 2.48% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 5,347,097 | $222,332,293 | +84% | 0.18% |
| 5. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 2,981,709 | $123,979,460 | +2% | 1.74% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.39 | 2,000 | $106,780.00 | 21,702 | 2026-06-25 | Filing | |
| $52.01 | 574 | $29,853.74 | 24,993 | 2026-06-25 | Filing | |
| $52.36 | 4,800 | $251,328.00 | 4,800 | 2026-06-24 | Filing | |
| $52.36 | 4,800 | $251,328.00 | 29,490 | 2026-06-24 | Filing | |
| $52.20 | 2,500 | $130,500.00 | 24,796 | 2026-06-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.64 | 1,540 | $108,785.60 | 2,779 | 2025-07-02 | Filing | |
| $84.58 | 4,869 | $411,820.02 | 227 | 2025-01-28 | Filing | |
| $81.43 | 5,000 | $407,150.00 | 20,260 | 2025-01-15 | Filing | |
| $81.00 | 13,009 | $1,053,729.00 | 9,448 | 2025-01-15 | Filing | |
| $81.94 | 12,845 | $1,052,519.30 | 11,738 | 2025-01-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,257,461 | $717,565,199 | 0.01% | |
| 2. | 7,276,272 | $302,547,390 | 0.01% | |
| 3. | 6,386,764 | $265,561,647 | 0% | |
| 4. | 4,885,060 | $203,120,795 | 0.01% | |
| 5. | 4,580,807 | $190,470,595 | 0.09% |