Vulcan Value Partners on CarMax’s (KMX) Strong Performance
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 1,628,905 | $86,152,785 | -35% | 0.69% |
| 2. | Markel Gayner Asset Management Tom Gayner | 136,500 | $7,219,485 | 0.05% | |
| 3. | 36,300 | $1,919,907 | -65% | 0.01% | |
| 4. | 26,500 | $1,401,585 | -78% | 0.01% | |
| 5. | Walleye Capital Will England | 21,568 | $1,140,732 | -11% | 0% |
| 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. | 932,805 | $49,336,062 | 0.01% | |
| 2. | 807,108 | $42,687,920 | 0.01% | |
| 3. | 684,372 | $36,196,435 | 0.02% | |
| 4. | 459,315 | $24,293,170 | 3.17% | |
| 5. | 444,200 | $23,493,738 | 0.03% |