CWH
Camping World Holdings, Inc. · Consumer Cyclical · Auto - Dealerships
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -5.1% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 2.30M | +3.6% | $37.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 2.30M | +3.6% | $37.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 1.78M | -3.2% | $28.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Millennium Management ✦ | 1.71M | -1.5% | $27.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.45M | +9.1% | $23.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 1.34M | +4.2% | $21.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 1.34M | +4.2% | $21.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 371.70K | -7.7% | $6.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 110.59K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 110.59K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 110.59K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 110.59K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 110.59K | Nuevo | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 14 | Norges Bank ✦ (pasivo) | 73.06K | -85.8% | $1.18M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 38.16K | +22.3% | $617,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 23.49K | -80.2% | $379,532 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 23.49K | -80.2% | $379,532 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 19.52K | -49.2% | $315,362 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| AQR Capital Management | $1.79M | 0.0% |
| AQR Capital Management | $1.79M | 0.0% |
| AQR Capital Management | $1.79M | 0.0% |
| AQR Capital Management | $1.79M | 0.0% |
| AQR Capital Management | $1.79M | 0.0% |
Posición cerrada
| Wellington Management | $4.11M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 219 tenedores, 64.37M acciones, $432.76M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.