KMX β€” CARMAX INC

Ownership history in Candriam S.C.A.  Β·  43 quarters on record

This page tracks every 13F SEC filing in which Candriam S.C.A. reported a position in CARMAX INC (KMX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.12% (2025 Q3)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2015 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
43

Position Intelligence

Candriam S.C.A. Γ— KMX AI Analytics

πŸ“‰ Candriam S.C.A. underperformed the S&P 500 by –11.6% annually on this KMX position. Timing score: 43% (15/35 decisions correct). Average cost basis: $53.63. Maximum drawdown during holding period: –66.2%.

πŸ“ˆ Position Alpha vs SPY
-11.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 11.6% ann.
42 quarters analyzed

⏱️ Timing Score
43%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
15 of 35 add/trim decisions correct

πŸ’° Entry Quality
$53.63
-16.3% vs current ($44.87)

Best entry: $44.87 (2025 Q3)  Β·  Worst: $96.48 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–66.2%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
58%
buy-side decisions

21 adds Β· 15 trims. Bought during 11 of 22 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.12% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KMX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 494,079 +469,573 +1916.2% 0.12% $22.2M $44.87
2025 Q2 ADDED 24,506 +15,513 +172.5% 0.01% $1.6M $67.21
2025 Q1 REDUCED 8,993 -1,378 -13.3% 0.00% $701K $77.92
2024 Q4 ADDED 10,371 +22 +0.2% 0.00% $848K $81.76
2024 Q3 UNCHANGED 10,349 β€” 0% 0.00% $801K $77.38
2024 Q2 REDUCED 10,349 -140,820 -93.2% 0.00% $759K $73.34
2024 Q1 ADDED 151,169 +17,651 +13.2% 0.08% $13.2M $87.11
2023 Q4 ADDED 133,518 +124,895 +1448.4% 0.07% $10.2M $76.74
2023 Q3 REDUCED 8,623 -1,565 -15.4% 0.00% $610K $70.73
2023 Q2 REDUCED 10,188 -7,333 -41.9% 0.01% $853K $83.70
33 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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