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 ($459.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.94. Options: 16 managers hold calls ($60.1m notional), 15 hold puts ($27.4m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 236 |
| Q4 2022 | 237 |
| Q1 2023 | 214 |
| Q2 2023 | 231 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 120 | 114 |
| Q1 2023 | 115 | 104 |
| Q2 2023 | 124 | 94 |
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 |
| Q1 2023 | $30.0m | $35.6m | 1.18 |
| Q2 2023 | $60.1m | $27.4m | 0.45 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +930.8k |
| Verition Fund Management LLC | Added | +325.5k |
| Schonfeld Strategic Advisors LLC | New | +324.5k |
| Nuveen Asset Management, LLC | Added | +249.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +241.8k |
| TUDOR INVESTMENT CORP ET AL | New | +239.9k |
| J. Goldman & Co LP | Added | +197.8k |
| JANE STREET GROUP, LLC | New | +196.4k |
| TWO SIGMA ADVISERS, LP | Added | +126.3k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +99.8k |
Biggest sellers
| FMR LLC | Reduced | -1.0m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -845.3k |
| Brandywine Global Investment Management, LLC | Sold out | -300.3k |
| CITADEL ADVISORS LLC | Reduced | -278.6k |
| MARSHALL WACE, LLP | Sold out | -223.9k |
| JPMORGAN CHASE & CO | Reduced | -166.7k |
| GENDELL JEFFREY L | Reduced | -141.4k |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | Reduced | -108.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -90.3k |
| Timelo Investment Management Inc. | Sold out | -85.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $36.7m1.2m shares |
| PEAK6 Investments LLC | New | $5.7m188.6k shares |
| JANE STREET GROUP, LLC | Added | $4.6m152.7k shares |
| CITADEL ADVISORS LLC | Reduced | $2.4m81.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m76.7k shares |
| J. Goldman & Co LP | Added | $2.2m74.3k shares |
| IMC-Chicago, LLC | Reduced | $1.4m45.4k shares |
| GROUP ONE TRADING LLC | Added | $1.2m41.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.1m37.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.1m35.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.0m266.1k shares |
| CITADEL ADVISORS LLC | Added | $4.9m163.6k shares |
| SIMPLEX TRADING, LLC | Added | $3.3m109.3k shares |
| JANE STREET GROUP, LLC | Added | $2.0m65.6k shares |
| GROUP ONE TRADING LLC | Added | $1.9m63.0k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.8m60.0k shares |
| PEAK6 Investments LLC | Added | $1.8m59.9k shares |
| IMC-Chicago, LLC | Reduced | $1.3m43.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.1m38.3k shares |
| Walleye Trading LLC | Added | $457.5k15.2k 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 1 | $272.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-31 | SCHICKLI KENT DILLON Director | Sold | $272.7k10.1k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. 4.42% of their portfolio | 5.1m $153.8m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.9m $117.7m | Added +77.7k |
| BlackRock Inc. 0.00% of their portfolio | 2.8m $82.9m | Added +83.8k |
| Crestview Partners II GP, L.P. 8.64% of their portfolio | 1.9m $57.4m | Added +5.5k |
| FMR LLC 0.00% of their portfolio | 1.8m $53.4m | Reduced -1.0m |
| STATE STREET CORP 0.00% of their portfolio | 1.0m $31.6m | Added +15.1k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 946.1k $28.5m | Added +930.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 802.9k $24.2m | Added +60.0k |
| MORGAN STANLEY 0.00% of their portfolio | 768.6k $23.1m | Added +25.1k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 735.8k $22.1m | Added +241.8k |
| Newport Capital Group, LLC 6.87% of their portfolio | 612.7k $13.7m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 546.8k $16.5m | Added +20.5k |
| J. Goldman & Co LP 0.86% of their portfolio | 498.1k $15.0m | Added +197.8k |
| Advisors Asset Management, Inc. 0.30% of their portfolio | 492.5k $14.8m | Added +12.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 482.0k $14.5m | Added +25.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 440.6k $13.3m | Added +29.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 417.8k $12.6m | Added +27.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 394.8k $11.9m | Added +249.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 355.5k $10.7m | Reduced -3.8k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 348.8k $10.5m | Added +126.3k |
| Verition Fund Management LLC 0.16% of their portfolio | 344.3k $10.4m | Added +325.5k |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 324.5k $9.8m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 317.9k $9.6m | Added +237 |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 291.7k $8.8m | Reduced -278.6k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 279.1k $8.4m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 275.4k $8.3m | Reduced -8.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 272.8k $8.2m | Reduced -1.7k |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. 5.73% of their portfolio | 242.8k $7.3m | Reduced -108.1k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 239.9k $7.2m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 207.8k $6.3m | Added +4.1k |
| GENDELL JEFFREY L 0.47% of their portfolio | 200.0k $6.0m | Reduced -141.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 196.4k $5.9m | New |
| Squarepoint Ops LLC 0.03% of their portfolio | 177.7k $5.3m | Reduced -82.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 136.6k $4.1m | Added +99.8k |
| LPL Financial LLC 0.00% of their portfolio | 133.3k $4.0m | Reduced -405 |
| NORGES BANK 0.00% of their portfolio | 128.7k $3.9m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 123.6k $3.7m | Reduced -16.6k |
| Walleye Capital LLC 0.06% of their portfolio | 121.7k $3.7m | Reduced -14.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 120.1k $3.6m | Reduced -166.7k |
| STANSBERRY ASSET MANAGEMENT, LLC 0.66% of their portfolio | 119.9k $3.6m | Added +2.8k |
| Bridgecreek Investment Management, LLC 0.68% of their portfolio | 119.9k $3.6m | Reduced -5.9k |
| SFE Investment Counsel 0.99% of their portfolio | 116.5k $3.5m | Reduced -4.5k |
| Interval Partners, LP 0.17% of their portfolio | 111.2k $3.3m | Added +81.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 109.6k $3.3m | Added +21.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 109.4k $3.3m | Reduced -25.0k |
| Insight Advisors, LLC/ PA 0.72% of their portfolio | 107.6k $3.2m | Added +3.1k |
| Greenwich Wealth Management LLC 0.34% of their portfolio | 107.5k $3.2m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 106.3k $3.2m | Reduced -61.3k |
| Invesco Ltd. 0.00% of their portfolio | 101.8k $3.1m | Added +1.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 95.1k $2.9m | Reduced -60.9k |
| Swiss National Bank 0.00% of their portfolio | 91.9k $2.8m | Added +5.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 89.1k $2.7m | Reduced -2.8k |
| ARBOR CAPITAL MANAGEMENT INC /ADV 1.92% of their portfolio | 82.5k $2.5m | Added +950 |
| Holocene Advisors, LP 0.01% of their portfolio | 82.2k $2.5m | Reduced -35.8k |
| Truvestments Capital LLC 1.22% of their portfolio | 81.7k $2.5m | Added +3.9k |
| Secure Asset Management, LLC 0.72% of their portfolio | 79.0k $2.4m | Added +5.8k |
| SEVEN EIGHT CAPITAL, LP 0.38% of their portfolio | 75.8k $2.3m | Added +64.7k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.24% of their portfolio | 75.2k $2.3m | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 74.7k $2.2m | Reduced -21.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 71.5k $2.2m | Added +25.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 71.4k $2.1m | Reduced -90.3k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 71.0k $2.1m | Added +4.7k |
| Miller Value Partners, LLC 1.33% of their portfolio | 67.0k $2.0m | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 66.8k $2.0m | Added +3.6k |
| WBI INVESTMENTS, LLC 0.36% of their portfolio | 66.1k $2.0m | Added +39.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 63.5k $1.9m | Reduced -845.3k |
| Cornerstone Investment Partners, LLC 0.12% of their portfolio | 63.0k $1.9m | Added +54 |
| Quantbot Technologies LP 0.12% of their portfolio | 60.8k $1.8m | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 60.8k $1.8m | New |
| ARMISTICE CAPITAL, LLC 0.05% of their portfolio | 60.0k $1.8m | Added +38.1k |
| BURNEY CO/ 0.08% of their portfolio | 55.7k $1.7m | Reduced -6.7k |
| Highlander Capital Management, LLC 0.75% of their portfolio | 53.9k $1.6m | Reduced -2.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 53.5k $1.6m | Added +1.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 51.9k $1.1m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.2k $1.5m | Added +11.1k |
| EAGLE ROCK INVESTMENT COMPANY, LLC 0.36% of their portfolio | 51.2k $1.7m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 51.1k $1.5m | Added +1.5k |
| GSA CAPITAL PARTNERS LLP 0.15% of their portfolio | 50.8k $1.5m | New |
| Atom Investors LP 0.57% of their portfolio | 50.0k $1.5m | New |
| Quadrature Capital Ltd 0.03% of their portfolio | 49.4k $1.5m | Reduced -36.4k |
| Verdence Capital Advisors LLC 0.17% of their portfolio | 47.4k $1.4m | Added +723 |
| COLDSTREAM CAPITAL MANAGEMENT INC 0.04% of their portfolio | 46.9k $1.4m | New |
| Venture Visionary Partners LLC 0.08% of their portfolio | 43.7k $1.3m | Added +6.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 42.2k $1.3m | Reduced -4.5k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.09% of their portfolio | 41.9k $1.3m | New |
| Fort Sheridan Advisors LLC 0.26% of their portfolio | 38.5k $1.2m | Reduced -1.3k |
| Legal & General Group Plc 0.00% of their portfolio | 37.4k $1.1m | Added +17.2k |
| FIL Ltd 0.00% of their portfolio | 36.8k $1.1m | Reduced -5.1k |
| UBS Group AG 0.00% of their portfolio | 35.3k $1.1m | Reduced -17.4k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 35.2k $1.1m | Added +940 |
| Addison Capital Co 0.75% of their portfolio | 34.8k $1.0m | Reduced -400 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 34.1k $1.0m | Reduced -3.3k |
| Walleye Trading LLC 0.05% of their portfolio | 32.7k $985.7k | New |
| Private Advisor Group, LLC 0.01% of their portfolio | 32.0k $963.1k | Reduced -246 |
| Kingsview Wealth Management, LLC 0.04% of their portfolio | 31.6k $950.2k | Reduced -12.1k |
| Eisler Capital (US) LLC 0.50% of their portfolio | 30.0k $903.0k | New |
| Landmark Financial Advisors, LLC 0.36% of their portfolio | 29.2k $880.4k | Unchanged |
| GTS SECURITIES LLC 0.03% of their portfolio | 28.4k $853.9k | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 28.2k $848.6k | Reduced -1.4k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 27.7k $832.8k | New |