Francois Rochon - Giverny Capital Inc.
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 2.54 SEC
2025   Q3 1,670,114 2.54 Add 0.86% 0.02 $44.87 $74,938,015 SEC
2025   Q2 1,655,930 3.82 Add 0.87% 0.03 $67.21 $111,295,055 SEC
2025   Q1 1,641,622 4.72 Reduce 2.45% 0.12 $77.92 $127,915,186 SEC
2024   Q4 1,682,869 5.03 Add 2.79% 0.14 $81.76 $137,591,369 SEC
2024   Q3 1,637,125 4.82 Add 2.64% 0.12 $77.38 $126,680,733 SEC
2024   Q2 1,594,948 4.94 Add 0.79% 0.04 $73.34 $116,973,486 SEC
2024   Q1 1,582,398 5.61 Add 3.18% 0.17 $87.11 $137,842,690 SEC
2023   Q4 1,533,574 5.53 Add 0.86% 0.05 $76.74 $117,686,469 SEC
2023   Q3 1,520,438 5.84 Add 1.35% 0.08 $70.73 $107,540,580 SEC
2023   Q2 1,500,240 6.61 Add 5.05% 0.32 $83.70 $125,570,088 SEC
2023   Q1 1,428,059 5.53 Reduce 0.50% 0.03 $64.28 $91,795,633 SEC
2022   Q4 1,435,307 5.40 Add 16.93% 0.78 $60.89 $87,395,843 SEC
2022   Q3 1,227,537 5.49 Add 2.56% 0.14 $66.02 $81,042,000 SEC
2022   Q2 1,196,904 7.14 Add 3.90% 0.27 $90.48 $108,296,000 SEC
2022   Q1 1,151,981 6.27 Add 3.85% 0.23 $96.48 $111,143,000 SEC
2021   Q4 1,109,239 7.71 Reduce 4.34% 0.38 $130.23 $144,456,000 SEC
2021   Q3 1,159,579 8.85 Add 4.39% 0.37 $127.96 $148,380,000 SEC
2021   Q2 1,110,864 8.73 Add 3.88% 0.33 $129.15 $143,468,000 SEC
2021   Q1 1,069,324 9.49 Reduce 4.18% 0.34 $132.66 $141,857,000 SEC
2020   Q4 1,115,937 8.08 Add 3.46% 0.27 $0.09 $105,411 SEC
2020   Q3 1,078,615 9.09 Add 1.15% 0.10 $91.91 $99,136,000 SEC
2020   Q2 1,066,378 9.50 Reduce 3.28% 0.25 $89.55 $95,494,000 SEC
2020   Q1 1,102,593 7.56 Reduce 5.76% 0.53 $53.83 $59,353,000 SEC
2019   Q4 1,169,978 9.28 Reduce 4.34% 0.47 $87.67 $102,572,000 SEC
2019   Q3 1,223,108 10.73 Add 0.25% 0.03 $88.00 $107,634,000 SEC
2019   Q2 1,220,105 10.70 Add 2.63% 0.27 $86.83 $105,942,000 SEC
2019   Q1 1,188,798 9.52 Add 2.87% 0.27 $69.80 $82,978,000 SEC
2018   Q4 1,155,593 9.55 Reduce 1.19% 0.12 $62.73 $72,490,000 SEC
2018   Q3 1,169,505 10.50 Add 5.56% 0.55 $74.67 $87,327,000 SEC
2018   Q2 1,107,901 11.35 Add 1.49% 0.17 $72.87 $80,733,000 SEC
2018   Q1 1,091,588 9.84 Add 5.69% 0.53 $61.94 $67,613,000 SEC
2017   Q4 1,032,850 9.89 Add 10.45% 0.94 $64.13 $66,237,000 SEC
2017   Q3 935,147 11.33 Add 3.87% 0.42 $75.81 $70,893,000 SEC
2017   Q2 900,309 10.07 Add 3.77% 0.37 $63.06 $56,773,000 SEC
2017   Q1 867,620 9.45 Add 1.97% 0.18 $59.22 $51,380,000 SEC
2016   Q4 850,882 10.30 Add 1.03% 0.11 $64.39 $54,788,000 SEC
2016   Q3 842,196 12.45 Add 0.39% 0.05 $53.35 $44,931,000 SEC
2016   Q2 838,884 11.98 Add 1.67% 0.20 $49.03 $41,130,000 SEC
2016   Q1 825,093 12.54 Add 21.22% 2.20 $51.10 $42,162,000 SEC
2015   Q4 680,667 10.65 Add 4.26% 0.44 $53.97 $36,736,000 SEC
2015   Q3 652,834 11.37 Add 22.44% 2.08 $59.32 $38,726,000 SEC
2015   Q2 533,184 10.03 Add 5.22% 0.50 $66.21 $35,302,000 SEC
2015   Q1 506,751 8.86 $69.01 $34,971,000 SEC