CAMPING WORLD HLDGS INC CWH
CL A · Common Stock · CUSIP 13462K109 · ISIN US13462K1097
Camping vehicle and equipment manufacturer
- SectorConsumer discretionary
- IndustryRetail-Auto Dealers & Gasoline Stations
- HeadquartersLincolnshire, IL
- Founded1966
- Websitecampingworld.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($167.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.34. Options: 15 managers hold calls ($41.3m notional), 18 hold puts ($32.3m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 236 |
| Q4 2022 | 237 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $36.4m | $46.5m | 1.28 |
| Q4 2022 | $41.3m | $32.3m | 0.78 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +1.3m |
| CITADEL ADVISORS LLC | Added | +458.2k |
| Balyasny Asset Management L.P. | Added | +370.8k |
| FMR LLC | Added | +230.9k |
| JPMORGAN CHASE & CO | Added | +221.2k |
| BlackRock Inc. | Added | +174.8k |
| MARSHALL WACE, LLP | Added | +150.4k |
| GOLDMAN SACHS GROUP INC | Added | +138.0k |
| HRT FINANCIAL LP | New | +119.1k |
| VANGUARD GROUP INC | Added | +86.6k |
Biggest sellers
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -834.5k |
| ExodusPoint Capital Management, LP | Sold out | -649.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -477.7k |
| EAGLE ASSET MANAGEMENT INC | Sold out | -231.5k |
| NOMURA HOLDINGS INC | Sold out | -177.2k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -175.4k |
| MORGAN STANLEY | Reduced | -169.2k |
| Lane Generational LLC | Sold out | -141.5k |
| FIRST TRUST ADVISORS LP | Reduced | -109.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Sold out | -90.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.0m808.6k shares |
| CITADEL ADVISORS LLC | Added | $7.4m331.3k shares |
| JANE STREET GROUP, LLC | Added | $3.9m172.7k shares |
| WOLVERINE TRADING, LLC | Added | $2.7m119.2k shares |
| CITIGROUP INC | New | $1.8m80.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.7m78.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.7m77.1k shares |
| IMC-Chicago, LLC | Added | $1.2m53.6k shares |
| Walleye Trading LLC | Reduced | $899.5k40.3k shares |
| Parallax Volatility Advisers, L.P. | Added | $868.2k38.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.0m539.1k shares |
| CITADEL ADVISORS LLC | Reduced | $4.9m219.2k shares |
| JANE STREET GROUP, LLC | Reduced | $3.2m141.5k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m129.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.2m98.5k shares |
| GROUP ONE TRADING LLC | Reduced | $1.8m82.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.3m60.0k shares |
| IMC-Chicago, LLC | New | $1.0m46.8k shares |
| Walleye Trading LLC | Added | $1.0m45.3k shares |
| TWO SIGMA SECURITIES, LLC | Added | $761.1k34.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| CWGS Holding, LLC 13G · exempt (held before listing) -7.1 pts · filed 2026-02-13 | 34.8% |
| Crestview Partners II GP, L.P. 13G · exempt (held before listing) filed 2025-02-14 | 13.1% |
| Wolf Hill Capital Management, LP 13G · institution new · filed 2026-10-01 | 7.7% |
| Nantahala Capital Management, LLC 13G · institution -1.1 pts · filed 2026-08-14 | 7.2% |
| JANE STREET GROUP, LLC 13G · passive investor new · filed 2026-10-21 | 5.9% |
| CITADEL ADVISORS LLC 13G · passive investor new · filed 2026-05-01 | 5.2% |
Fell to 5% or below in the last year: BANK OF AMERICA CORP /DE/ (3.2%, 2026-10-28), Hood River Capital Management LLC (0.0%, 2026-08-14), VANGUARD PORTFOLIO MANAGEMENT LLC (4.0%, 2026-07-31), EMINENCE CAPITAL, LP (0.0%, 2026-07-02), Capital Research Global Investors (1.9%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $100.0k | 1 | $371.2k | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 2 | $1.3m | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $509.9k | — |
| Q4 2022 | 0 | — | 2 | $10.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-23 | LEMONIS MARCUS +3 CHIEF EXECUTIVE OFFICER, director | Sold | $2.6m94.9k shares |
| 2022-11-22 | LEMONIS MARCUS +3 CHIEF EXECUTIVE OFFICER, director | Sold | $7.5m272.1k shares |
| 2022-11-10 | Bell Karin L CHIEF FINANCIAL OFFICER | Sold | $13.6k454 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. 4.07% of their portfolio | 5.1m $114.0m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.6m $79.7m | Added +86.6k |
| BlackRock Inc. 0.00% of their portfolio | 2.6m $58.3m | Added +174.8k |
| Crestview Partners II GP, L.P. 5.53% of their portfolio | 1.9m $42.5m | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.5m $32.4m | Added +230.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $29.2m | Added +1.3m |
| STATE STREET CORP 0.00% of their portfolio | 920.4k $20.5m | Added +59.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 699.4k $15.6m | Added +28.4k |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. 15.43% of their portfolio | 612.7k $13.7m | Added +19.2k |
| MORGAN STANLEY 0.00% of their portfolio | 607.0k $13.5m | Reduced -169.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 528.5k $11.8m | Added +458.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 518.6k $11.6m | Reduced -25.8k |
| Advisors Asset Management, Inc. 0.20% of their portfolio | 435.4k $9.7m | Added +34.9k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 421.1k $9.4m | Added +370.8k |
| GENDELL JEFFREY L 0.82% of their portfolio | 415.4k $9.3m | Added +36.6k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 402.5k $9.0m | Added +150.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 396.0k $8.8m | Added +9.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 392.2k $8.8m | Added +35.5k |
| STANSBERRY ASSET MANAGEMENT, LLC 1.61% of their portfolio | 348.6k $7.8m | Reduced -40.2k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 348.4k $7.8m | Reduced -14.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 314.0k $7.0m | Reduced -35.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 310.2k $6.9m | Reduced -2.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 291.2k $6.5m | Added +221.2k |
| ROYCE & ASSOCIATES LP 0.07% of their portfolio | 279.1k $6.2m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 275.9k $6.2m | Added +2.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 257.0k $5.7m | Reduced -175.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 249.8k $5.6m | Reduced -109.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 235.2k $5.2m | Added +138.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 178.6k $4.0m | Reduced -48.1k |
| NORGES BANK 0.00% of their portfolio | 176.2k $3.9m | Reduced -25.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 167.0k $3.7m | Added +31.4k |
| Brandywine Global Investment Management, LLC 0.03% of their portfolio | 150.4k $3.4m | Reduced -4.8k |
| Squarepoint Ops LLC 0.02% of their portfolio | 148.7k $3.3m | Added +59.0k |
| Bridgecreek Investment Management, LLC 0.61% of their portfolio | 123.1k $2.7m | Added +40.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 122.8k $2.7m | Added +24.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 121.5k $2.7m | Reduced -477.7k |
| HRT FINANCIAL LP 0.04% of their portfolio | 119.1k $2.7m | New |
| LPL Financial LLC 0.00% of their portfolio | 111.9k $2.5m | Added +30.4k |
| Greenwich Wealth Management LLC 0.26% of their portfolio | 107.5k $2.4m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 106.6k $2.4m | Added +3.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 105.2k $2.3m | Reduced -46.2k |
| SFE Investment Counsel 0.75% of their portfolio | 102.3k $2.4m | Reduced -970 |
| Premier Fund Managers Ltd 0.09% of their portfolio | 99.3k $2.2m | Unchanged |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 97.2k $2.2m | Reduced -16.4k |
| Holocene Advisors, LP 0.01% of their portfolio | 96.4k $2.2m | Added +11.5k |
| Swiss National Bank 0.00% of their portfolio | 96.0k $2.1m | Added +2.1k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 93.7k $2.1m | Added +3.4k |
| Insight Advisors, LLC/ PA 0.70% of their portfolio | 90.8k $2.0m | Added +29.9k |
| BARCLAYS PLC 0.00% of their portfolio | 88.8k $2.0m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 79.4k $1.8m | New |
| UBS Group AG 0.00% of their portfolio | 76.4k $1.7m | Added +12.5k |
| ARBOR CAPITAL MANAGEMENT INC /ADV 1.41% of their portfolio | 70.6k $1.6m | Reduced -5.0k |
| Miller Value Partners, LLC 0.10% of their portfolio | 67.0k $1.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 65.5k $1.5m | Added +46.8k |
| Timelo Investment Management Inc. 1.43% of their portfolio | 65.0k $1.5m | New |
| Cornerstone Investment Partners, LLC 0.09% of their portfolio | 63.0k $1.4m | Added +65 |
| Truvestments Capital LLC 0.79% of their portfolio | 62.9k $1.4m | Added +39.4k |
| BURNEY CO/ 0.07% of their portfolio | 62.7k $1.4m | Reduced -26.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 62.2k $1.4m | Added +7.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 61.3k $1.8m | New |
| Secure Asset Management, LLC 0.48% of their portfolio | 59.8k $1.3m | Added +41.2k |
| Kanen Wealth Management LLC 0.66% of their portfolio | 57.9k $1.3m | Reduced -30.5k |
| Highlander Capital Management, LLC 0.66% of their portfolio | 56.4k $1.3m | Added +2.6k |
| Addison Capital Co 0.76% of their portfolio | 53.9k $1.2m | Reduced -27.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 52.3k $1.2m | Added +5.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 51.9k $1.2m | Reduced -72.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 51.4k $1.2m | Reduced -20.7k |
| EAGLE ROCK INVESTMENT COMPANY, LLC 0.31% of their portfolio | 51.3k $1.3m | Unchanged |
| Jenkins Wealth 0.46% of their portfolio | 50.7k $1.1m | First filing |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 50.2k $1.1m | Added +1.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 50.1k $1.1m | Added +788 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 49.0k $1.1m | Reduced -17.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.3k $1.1m | Added +3.1k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 46.8k $1.0m | Reduced -6.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 45.4k $1.0m | Added +24.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 45.4k $1.0m | Reduced -8.4k |
| CITIGROUP INC 0.00% of their portfolio | 42.5k $949.1k | Added +18.9k |
| FIL Ltd 0.00% of their portfolio | 41.8k $933.9k | Added +13.5k |
| AE Wealth Management LLC 0.01% of their portfolio | 41.8k $932.1k | Added +20.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 40.9k $912.2k | Added +19.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 39.7k $886.6k | Reduced -74.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 38.7k $863.0k | Reduced -14.9k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 36.6k $817.0k | Reduced -22.1k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 36.4k $813.0k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 33.0k $737.0k | Added +295 |
| Quadrature Capital Ltd 0.02% of their portfolio | 32.6k $726.9k | Added +1.6k |
| Private Advisor Group, LLC 0.02% of their portfolio | 31.6k $706.0k | Added +787 |
| Brookfield Corp /ON/ 0.00% of their portfolio | 31.0k $691.0k | Not comparable |
| Baird Financial Group, Inc. 0.00% of their portfolio | 29.6k $661.0k | Reduced -4.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 29.5k $659.2k | Reduced -14 |
| Landmark Financial Advisors, LLC 0.30% of their portfolio | 29.2k $652.8k | Reduced -1.0k |
| CASCADE INVESTMENT GROUP, INC. 0.66% of their portfolio | 28.3k $631.1k | First filing |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 27.8k $620.5k | New |
| Belpointe Asset Management LLC 0.04% of their portfolio | 27.7k $619.2k | Reduced -22.7k |
| Jeereddi Investments, LP 2.42% of their portfolio | 27.6k $615.1k | Unchanged |
| Bay Rivers Group 0.61% of their portfolio | 26.8k $598.1k | Unchanged |
| Cetera Investment Advisers 0.01% of their portfolio | 26.7k $596.4k | New |
| Fort Sheridan Advisors LLC 0.19% of their portfolio | 25.9k $577.6k | Reduced -5.5k |
| Venture Visionary Partners LLC 0.04% of their portfolio | 25.5k $569.2k | New |
| Walleye Trading LLC 0.01% of their portfolio | 25.4k $566.6k | Added +7.5k |