CWH
Camping World Holdings, Inc. · Consumer Cyclical · Auto - Dealerships
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +5.4% ·
nuevas posiciones netas -7.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 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 | The Vanguard Group ✦ (pasivo) | 5.94M | — | $102.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 5.94M | — | $102.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 5.94M | — | $102.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 5.94M | — | $102.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 5.94M | — | $102.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 4.68M | — | $80.40M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 3.06M | +72.4% | $52.65M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 22 | Millennium Management ✦ | 2.39M | +39.2% | $41.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1.67M | — | $28.74M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.67M | — | $28.74M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.67M | — | $28.74M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.67M | — | $28.74M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.67M | — | $28.74M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Geode Capital Management ✦ (pasivo) | 1.42M | +5.7% | $24.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 1.42M | +5.7% | $24.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (pasivo) | 1.39M | -3.9% | $23.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 872.80K | -62.1% | $15.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 872.80K | -62.1% | $15.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 860.65K | +131.5% | $14.79M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 250.35K | +126.4% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 250.35K | +126.4% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 250.35K | +126.4% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 250.35K | +126.4% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Norges Bank ✦ (pasivo) | 73.06K | 0.0% | $1.26M | 0.0% | Held | 5 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 53.78K | +41.0% | $925,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 12.74K | -34.7% | $218,932 | 0.0% | ▼ Trim | 5 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $379,532 | 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.