CWH
Camping World Holdings, Inc. · Consumer Cyclical · Auto - Dealerships
Momentum inputs (comparable managers):
holder breadth -8.3% ·
share flow +30.0% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | -1 | 41.00M | $312.79M | +12 | −12 |
| Q1 2026 | 87 | -1 | 36.18M | $247.25M | +9 | −11 |
| Q4 2025 | 89 | 0 | 43.63M | $424.89M | +1 | — |
| Q3 2025 | 19 | +4 | 26.27M | $414.76M | +4 | −1 |
| Q2 2025 | 13 | -1 | 22.67M | $389.62M | — | −1 |
| Q1 2025 | 11 | 0 | 9.22M | $149.01M | +1 | −1 |
| Q4 2024 | 11 | -1 | 9.71M | $204.78M | — | −1 |
| Q3 2024 | 11 | +3 | 5.06M | $122.66M | +3 | — |
| Q2 2024 | 8 | — | 3.39M | $60.63M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 2.22M | +29.5% | $46.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 2.22M | +29.5% | $46.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 1.84M | +125.1% | $38.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 1.74M | +108.5% | $36.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 1.33M | — | $28.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.29M | +31.4% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 1.29M | +31.4% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 514.58K | +363.3% | $10.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 402.53K | +154.3% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 194.78K | +83.0% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 194.78K | +83.0% | $4.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 118.54K | +190.3% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 118.54K | +190.3% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 38.38K | +32.0% | $809,135 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 31.19K | +33.4% | $658,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Soros Fund Management | $6.05M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 219 holders, 64.37M shares, $432.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.